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
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.63K- 16.87% |
$277K - $278K
|
22.8K
$1.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.79K- 6.91% |
$286K - $287K
|
64.5K
$3.86M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.84KClosed |
$289K - $290K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.07K- 11.92% |
$303K - $304K
|
37.4K
$2.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-5.18K- 36.38% |
$310K - $311K
|
9.06K
$543K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.54K- 36.73% |
$331K - $332K
|
9.55K
$572K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.92K- 19.8% |
$354K - $355K
|
24K
$1.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-6.33K- 6.74% |
$378K - $379K
|
87.6K
$5.25M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-6.39K- 8.12% |
$382K - $383K
|
72.3K
$4.33M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.61KClosed |
$395K - $396K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.71K- 59.26% |
$401K - $402K
|
4.61K
$276K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.07K- 17.16% |
$422K - $424K
|
34.1K
$2.04M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.12KClosed |
$426K - $427K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-7.27K- 45.02% |
$434K - $436K
|
8.87K
$532K
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-7.32KClosed |
$437K - $439K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-7.37K- 8.31% |
$441K - $442K
|
81.3K
$4.87M
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.49K- 18.24% |
$448K - $449K
|
33.6K
$2.01M
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-7.85K- 28.06% |
$469K - $470K
|
20.1K
$1.21M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.86K- 5.07% |
$470K - $471K
|
147K
$8.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.86K- 5.07% |
$470K - $471K
|
147K
$8.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.05K- 45.6% |
$481K - $482K
|
9.6K
$575K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-8.09KClosed |
$484K - $485K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-8.3K- 27.0% |
$496K - $498K
|
22.4K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-8.3KClosed |
$496K - $498K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.53K- 30.55% |
$510K - $511K
|
19.4K
$1.16M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-8.65K- 84.03% |
$517K - $519K
|
1.64K
$98.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-8.9K- 21.46% |
$532K - $533K
|
32.6K
$1.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-9.25K- 23.7% |
$553K - $554K
|
29.8K
$1.78M
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
SELL
|
- |
-10K- 27.3% |
$601K - $602K
|
26.7K
$1.6M
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-10.1KClosed |
$603K - $605K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.5K- 9.76% |
$631K - $632K
|
97.6K
$5.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.6K- 11.41% |
$631K - $632K
|
81.9K
$4.91M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.5K- 21.66% |
$689K - $691K
|
41.7K
$2.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-12.1K- 39.8% |
$723K - $725K
|
18.3K
$1.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.9K- 46.96% |
$774K - $776K
|
14.6K
$876K
|
|
|
Feb 15, 2022
Q4 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-13.3K- 47.77% |
$796K - $798K
|
14.6K
$872K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13.8K- 66.15% |
$827K - $829K
|
7.08K
$424K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.9K- 6.18% |
$832K - $834K
|
211K
$12.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.5K- 28.58% |
$869K - $871K
|
36.3K
$2.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-14.9K- 64.35% |
$891K - $893K
|
8.25K
$494K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.1K- 2.9% |
$962K - $965K
|
539K
$32.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-16.5K- 18.85% |
$986K - $989K
|
71K
$4.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
SELL
|
- |
-17.6KClosed |
$1.05M - $1.05M
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-19.2KClosed |
$1.15M - $1.15M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.2K- 1.37% |
$1.15M - $1.15M
|
1.38M
$82.6M
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-19.3K- 28.81% |
$1.15M - $1.16M
|
47.7K
$2.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-20K- 33.1% |
$1.2M - $1.2M
|
40.5K
$2.42M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20.2K- 1.47% |
$1.21M - $1.21M
|
1.35M
$80.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-20.6KClosed |
$1.23M - $1.24M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-21K- 69.56% |
$1.26M - $1.26M
|
9.2K
$551K
|