Purchases and Sales Made in Q4 2021 in First Tr Enhanced Traded Fd Iv (FTSM)
This table provides information about the institutional ownership of First Tr Enhanced Traded Fd Iv (FTSM) during Q4 2021. The information is specifically focused on institutions that hold shares of FIRST TR ENHANCED TRADED FD IV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
819KNew |
$49M - $49.1M
|
819K
$49.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
539KNew |
$32.2M - $32.3M
|
539K
$32.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
410KNew |
$24.5M - $24.6M
|
410K
$24.6M
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
392K+ 164.11% |
$23.4M - $23.5M
|
631K
$37.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
280K+ 54.45% |
$16.7M - $16.8M
|
793K
$47.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
258KNew |
$15.4M - $15.4M
|
258K
$15.4M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
211K+ 33.28% |
$12.6M - $12.6M
|
845K
$50.6M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
175KNew |
$10.4M - $10.5M
|
175K
$10.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
159K+ 69.49% |
$9.52M - $9.55M
|
388K
$23.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
159K+ 247.98% |
$9.51M - $9.54M
|
223K
$13.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
145KNew |
$8.7M - $8.72M
|
145K
$8.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
113K+ 108.11% |
$6.77M - $6.79M
|
218K
$13.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
95.5KNew |
$5.71M - $5.72M
|
95.5K
$5.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
80.4K+ 31.75% |
$4.81M - $4.82M
|
334K
$20M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
76.9KNew |
$4.59M - $4.61M
|
76.9K
$4.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
63.6K+ 600.0% |
$3.8M - $3.81M
|
74.2K
$4.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Tanager Wealth Management LLP
|
BUY
|
- |
56.9KNew |
$3.4M - $3.41M
|
56.9K
$3.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
56.4KNew |
$3.37M - $3.38M
|
56.4K
$3.38M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53K+ 23.15% |
$3.17M - $3.18M
|
282K
$16.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
53KNew |
$3.17M - $3.18M
|
53K
$3.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.3K+ 520.46% |
$2.71M - $2.72M
|
54K
$3.24M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
45.1K+ 59.77% |
$2.69M - $2.7M
|
120K
$7.22M
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
42.7KNew |
$2.55M - $2.56M
|
42.7K
$2.56M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
41.5KNew |
$2.48M - $2.49M
|
41.5K
$2.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
40.1K+ 62.74% |
$2.4M - $2.4M
|
104K
$6.23M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
38K+ 61.34% |
$2.27M - $2.28M
|
99.9K
$5.98M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37.5K+ 73.38% |
$2.24M - $2.25M
|
88.7K
$5.32M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
35.9K+ 67.82% |
$2.15M - $2.15M
|
88.9K
$5.33M
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
33KNew |
$1.97M - $1.98M
|
33K
$1.98M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32.3K+ 42.84% |
$1.93M - $1.94M
|
108K
$6.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
32.2K+ 293.21% |
$1.93M - $1.93M
|
43.2K
$2.59M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
27.2K+ 24.71% |
$1.63M - $1.63M
|
137K
$8.23M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
25.1KNew |
$1.5M - $1.5M
|
25.1K
$1.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
23.4KNew |
$1.4M - $1.4M
|
23.4K
$1.4M
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
20.8KNew |
$1.25M - $1.25M
|
20.8K
$1.25M
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
18.9KNew |
$1.13M - $1.13M
|
18.9K
$1.13M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.9KNew |
$1.07M - $1.07M
|
17.9K
$1.07M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
16.9K+ 219.13% |
$1.01M - $1.01M
|
24.6K
$1.48M
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
16.3KNew |
$975K - $978K
|
16.3K
$977K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16K+ 440.0% |
$955K - $958K
|
19.6K
$1.17M
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
15.1K+ 125.86% |
$902K - $904K
|
27.1K
$1.62M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
14.4K+ 22.85% |
$864K - $866K
|
77.6K
$4.65M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
14.4KNew |
$863K - $866K
|
14.4K
$865K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.4K+ 20.56% |
$859K - $861K
|
84.3K
$5.05M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
14.1KNew |
$840K - $842K
|
14.1K
$842K
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
14K+ 87.96% |
$834K - $837K
|
29.8K
$1.79M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 2.53% |
$780K - $782K
|
528K
$31.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12.3KNew |
$736K - $738K
|
12.3K
$738K
|
|
|
Feb 09, 2022
Q4 2021
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$725K - $727K
|
12.1K
$727K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
11K+ 12.91% |
$660K - $662K
|
96.5K
$5.78M
|