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 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10.6KNew |
$634K - $636K
|
10.6K
$635K
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
10.5K+ 8.31% |
$626K - $627K
|
136K
$8.17M
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
8.93K+ 67.11% |
$534K - $535K
|
22.2K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.29K+ 45.55% |
$496K - $497K
|
26.5K
$1.59M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.87KNew |
$470K - $472K
|
7.87K
$471K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
7.66K+ 93.43% |
$458K - $459K
|
15.9K
$950K
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.45KNew |
$445K - $447K
|
7.45K
$446K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
6.7K+ 10.6% |
$401K - $402K
|
69.9K
$4.19M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6.35K+ 4.03% |
$380K - $381K
|
164K
$9.83M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
6.09K+ 18.14% |
$364K - $365K
|
39.6K
$2.38M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.07K+ 4.85% |
$363K - $364K
|
131K
$7.86M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
6.01KNew |
$359K - $360K
|
6.01K
$360K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.59KNew |
$334K - $335K
|
5.59K
$335K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
5.42KNew |
$324K - $325K
|
5.42K
$325K
|
|
|
Jan 31, 2022
Q4 2021
|
Del Sette Capital Management, LLC
|
BUY
|
- |
5.26KNew |
$314K - $315K
|
5.26K
$315K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.22KNew |
$312K - $313K
|
5.22K
$313K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.93K+ 9.23% |
$295K - $296K
|
58.4K
$3.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.62KNew |
$276K - $277K
|
4.62K
$277K
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
4.61KNew |
$275K - $276K
|
4.61K
$276K
|
|
|
Jan 20, 2022
Q4 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
4.57K+ 6.12% |
$273K - $274K
|
79.2K
$4.74M
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
4.43KNew |
$265K - $265K
|
4.43K
$265K
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.32KNew |
$258K - $259K
|
4.32K
$259K
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.09K+ 9.95% |
$245K - $245K
|
45.2K
$2.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3.52K+ 29.84% |
$211K - $211K
|
15.3K
$918K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.49K+ 15.22% |
$209K - $209K
|
26.4K
$1.58M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.43KNew |
$205K - $205K
|
3.43K
$205K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.39K+ 15.38% |
$203K - $203K
|
25.4K
$1.52M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.16K+ 15.82% |
$189K - $190K
|
23.2K
$1.39M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.59K+ 148.39% |
$155K - $155K
|
4.33K
$259K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.52K+ 12.86% |
$150K - $151K
|
22.1K
$1.32M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.23K+ 5.85% |
$133K - $134K
|
40.4K
$2.42M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.08K+ 2.6% |
$124K - $125K
|
82.1K
$4.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.05K+ 11.15% |
$123K - $123K
|
20.4K
$1.22M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.01K+ 17.97% |
$120K - $120K
|
13.2K
$791K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.01K+ 17.97% |
$120K - $120K
|
13.2K
$791K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.01K+ 1.8% |
$120K - $120K
|
114K
$6.82M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.94KNew |
$116K - $116K
|
1.94K
$116K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.9KNew |
$114K - $114K
|
1.9K
$114K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.5K+ 5.98% |
$89.6K - $89.9K
|
26.6K
$1.59M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.32K+ 37.05% |
$79.2K - $79.4K
|
4.9K
$293K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.31K+ 3.29% |
$78.2K - $78.4K
|
41K
$2.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.25KNew |
$74.7K - $74.9K
|
1.25K
$74.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.2K+ 19.46% |
$71.7K - $71.9K
|
7.37K
$441K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.2K+ 9.32% |
$71.7K - $71.9K
|
14.1K
$842K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.08K+ 0.66% |
$64.7K - $64.9K
|
165K
$9.9M
|
|
|
Jan 18, 2022
Q4 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
989+ 10.62% |
$59.1K - $59.3K
|
10.3K
$617K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
955+ 11.11% |
$57.1K - $57.3K
|
9.55K
$572K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
899New |
$53.8K - $53.9K
|
899
$53.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
857+ 6.17% |
$51.2K - $51.4K
|
14.7K
$883K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
618+ 2.3% |
$37K - $37K
|
27.5K
$1.65M
|