Purchases and Sales Made in Q4 2022 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 2022. 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, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.04M+ 22.26% |
$180M - $181M
|
16.7M
$1B
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.53M+ 39.53% |
$150M - $151M
|
8.94M
$537M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.96M+ 22.19% |
$116M - $117M
|
10.8M
$649M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.66M+ 84.26% |
$98.2M - $98.7M
|
3.62M
$217M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.56M+ 39.57% |
$92.2M - $92.8M
|
5.49M
$330M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1MNew |
$59.5M - $59.8M
|
1M
$60.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
866K+ 196.35% |
$51.3M - $51.6M
|
1.31M
$78.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
731K+ 10237.34% |
$43.3M - $43.6M
|
738K
$44.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
713K+ 81.86% |
$42.3M - $42.5M
|
1.58M
$95.1M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
708KNew |
$42M - $42.2M
|
708K
$42.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
641K+ 15.26% |
$38M - $38.2M
|
4.84M
$291M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
603K+ 40.33% |
$35.7M - $35.9M
|
2.1M
$126M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
511K+ 520.7% |
$30.3M - $30.4M
|
609K
$36.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
484KNew |
$28.7M - $28.8M
|
484K
$29M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
480K+ 21.99% |
$28.5M - $28.6M
|
2.66M
$160M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
425K+ 165.6% |
$25.2M - $25.3M
|
681K
$40.9M
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
413K+ 1138.24% |
$24.5M - $24.6M
|
449K
$27M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
372K+ 90.76% |
$22.1M - $22.2M
|
782K
$47M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
353K+ 482.72% |
$20.9M - $21M
|
426K
$25.6M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
350KNew |
$20.7M - $20.8M
|
350K
$21M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
340K+ 27.81% |
$20.2M - $20.3M
|
1.56M
$93.9M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
325K+ 1313.13% |
$19.3M - $19.4M
|
350K
$21M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
316K+ 493.43% |
$18.7M - $18.8M
|
380K
$22.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
BUY
|
- |
297KNew |
$17.6M - $17.7M
|
297K
$17.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
290K+ 18.13% |
$17.2M - $17.3M
|
1.89M
$113M
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
282KNew |
$16.7M - $16.8M
|
282K
$17M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
279K+ 10.96% |
$16.5M - $16.6M
|
2.82M
$170M
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
277KNew |
$16.4M - $16.5M
|
277K
$16.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
261K+ 75.77% |
$15.5M - $15.5M
|
605K
$36.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
250KNew |
$14.8M - $14.9M
|
250K
$15M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
250K+ 42.13% |
$14.8M - $14.9M
|
842K
$50.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
219K+ 108.57% |
$13M - $13M
|
420K
$25.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
213K+ 845.33% |
$12.6M - $12.7M
|
238K
$14.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
205K+ 169.27% |
$12.1M - $12.2M
|
326K
$19.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
203KNew |
$12M - $12.1M
|
203K
$12.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
196KNew |
$11.6M - $11.7M
|
196K
$11.8M
|
|
|
Feb 02, 2023
Q4 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
192KNew |
$11.4M - $11.5M
|
192K
$11.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
189K+ 20.62% |
$11.2M - $11.3M
|
1.11M
$66.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
186K+ 39.63% |
$11M - $11.1M
|
655K
$39.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
183KNew |
$10.8M - $10.9M
|
183K
$11M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
173K+ 160.18% |
$10.3M - $10.3M
|
281K
$16.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
173K+ 139.39% |
$10.2M - $10.3M
|
296K
$17.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
158KNew |
$9.35M - $9.4M
|
158K
$9.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
157K+ 46.85% |
$9.3M - $9.35M
|
492K
$29.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
156K+ 1388.25% |
$9.27M - $9.32M
|
168K
$10.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
154K+ 24.62% |
$9.15M - $9.21M
|
782K
$46.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
154K+ 3808.59% |
$9.14M - $9.19M
|
158K
$9.5M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
154K+ 183.2% |
$9.13M - $9.19M
|
238K
$14.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
149K+ 177.84% |
$8.84M - $8.89M
|
233K
$14M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
148K+ 372.42% |
$8.75M - $8.8M
|
187K
$11.2M
|