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 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-530- 1.74% |
$31.7K - $31.8K
|
29.9K
$1.79M
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-575- 5.8% |
$34.4K - $34.5K
|
9.34K
$560K
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
SELL
|
- |
-597- 0.15% |
$35.7K - $35.8K
|
385K
$23.1M
|
|
Jan 21, 2022
Q4 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-690- 0.6% |
$41.3K - $41.4K
|
115K
$6.87M
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-701- 9.36% |
$41.9K - $42K
|
6.79K
$407K
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-730- 4.47% |
$43.6K - $43.8K
|
15.6K
$934K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-838- 6.22% |
$50.1K - $50.2K
|
12.6K
$757K
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-842- 6.87% |
$50.3K - $50.5K
|
11.4K
$684K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-864- 1.64% |
$51.7K - $51.8K
|
51.7K
$3.1M
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-982- 6.57% |
$58.7K - $58.9K
|
14K
$836K
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1K- 15.36% |
$59.8K - $60K
|
5.51K
$330K
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.1K- 14.38% |
$65.9K - $66.1K
|
6.57K
$394K
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.12K- 16.01% |
$66.9K - $67.1K
|
5.87K
$352K
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.19K- 1.9% |
$70.9K - $71K
|
61.3K
$3.67M
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.35K- 46.34% |
$80.6K - $80.8K
|
1.56K
$93.5K
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.36K- 8.09% |
$81.1K - $81.3K
|
15.4K
$923K
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.5K- 16.44% |
$89.7K - $89.9K
|
7.62K
$457K
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.52K- 26.44% |
$90.6K - $90.9K
|
4.22K
$253K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.52K- 2.18% |
$91.1K - $91.4K
|
68.4K
$4.1M
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.6K- 4.79% |
$95.5K - $95.7K
|
31.7K
$1.9M
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.68K- 14.95% |
$100K - $101K
|
9.54K
$572K
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.7K- 21.25% |
$102K - $102K
|
6.3K
$377K
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
SELL
|
- |
-1.7K- 2.33% |
$102K - $102K
|
71.2K
$4.27M
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.76K- 1.74% |
$105K - $105K
|
99.4K
$5.96M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.76K- 15.24% |
$105K - $106K
|
9.79K
$586K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-1.78K- 33.27% |
$106K - $106K
|
3.56K
$213K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.85K- 2.66% |
$111K - $111K
|
67.8K
$4.06M
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.22K- 7.73% |
$133K - $133K
|
26.6K
$1.59M
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-2.25K- 33.28% |
$135K - $135K
|
4.52K
$271K
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.43K- 2.55% |
$145K - $145K
|
92.7K
$5.55M
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.47K- 17.55% |
$147K - $148K
|
11.6K
$694K
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.56K- 30.55% |
$153K - $153K
|
5.81K
$348K
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-2.6K- 40.88% |
$156K - $156K
|
3.76K
$225K
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-2.76K- 34.77% |
$165K - $165K
|
5.17K
$310K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.84K- 10.91% |
$170K - $170K
|
23.2K
$1.39M
|
|
Jan 14, 2022
Q4 2021
|
Strid Group, LLC
|
SELL
|
- |
-2.97K- 3.98% |
$178K - $178K
|
71.6K
$4.29M
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.02K- 10.47% |
$181K - $181K
|
25.8K
$1.55M
|
|
Jan 20, 2022
Q4 2021
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-3.17K- 21.28% |
$189K - $190K
|
11.7K
$702K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.19K- 10.0% |
$190K - $191K
|
28.7K
$1.72M
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-3.34K- 34.04% |
$199K - $200K
|
6.46K
$387K
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
SELL
|
- |
-3.34K- 4.82% |
$200K - $200K
|
65.9K
$3.95M
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-3.36K- 7.84% |
$201K - $201K
|
39.5K
$2.37M
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.57K- 7.58% |
$214K - $214K
|
43.6K
$2.61M
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-3.65K- 10.32% |
$218K - $219K
|
31.7K
$1.9M
|
|
Feb 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-3.73KClosed |
$223K - $224K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.78KClosed |
$226K - $227K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
SELL
|
- |
-3.96KClosed |
$237K - $237K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.01K- 26.26% |
$239K - $240K
|
11.2K
$674K
|
|
Jan 18, 2022
Q4 2021
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-4.31K- 5.22% |
$258K - $259K
|
78.3K
$4.69M
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.51KClosed |
$270K - $270K
|
0
$0
|