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
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8.4K+ 11.4% |
$498K - $501K
|
82.1K
$4.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
8.26KNew |
$490K - $492K
|
8.26K
$495K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
8.14KNew |
$483K - $485K
|
8.14K
$488K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.14K+ 75.68% |
$482K - $485K
|
18.9K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.85KNew |
$465K - $468K
|
7.85K
$470K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.71KNew |
$457K - $459K
|
7.71K
$462K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.69K+ 21.88% |
$456K - $459K
|
42.9K
$2.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.38K+ 42.78% |
$437K - $440K
|
24.6K
$1.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.14K+ 67.38% |
$423K - $426K
|
17.7K
$1.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
7.05KNew |
$418K - $420K
|
7.05K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7KNew |
$415K - $417K
|
7K
$419K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
6.98K+ 28.95% |
$413K - $416K
|
31.1K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.95K+ 89.17% |
$412K - $414K
|
14.7K
$884K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
6.57K+ 68.47% |
$389K - $392K
|
16.2K
$969K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.38K+ 6.16% |
$378K - $380K
|
110K
$6.58M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
6.38KNew |
$378K - $380K
|
6.38K
$382K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.03KNew |
$357K - $359K
|
6.03K
$361K
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.58KNew |
$331K - $333K
|
5.58K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.47K+ 16.02% |
$324K - $326K
|
39.6K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.42K+ 17.05% |
$321K - $323K
|
37.2K
$2.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
5.39K+ 64.42% |
$320K - $321K
|
13.8K
$824K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.37KNew |
$318K - $320K
|
5.37K
$322K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.76K+ 18.03% |
$282K - $284K
|
31.2K
$1.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.64K+ 45.75% |
$275K - $276K
|
14.8K
$885K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
4.62KNew |
$274K - $275K
|
4.62K
$277K
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4.48KNew |
$265K - $267K
|
4.48K
$268K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.44K+ 104.3% |
$263K - $265K
|
8.7K
$521K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.42K+ 85.94% |
$262K - $263K
|
9.56K
$573K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
4.36K+ 3.3% |
$258K - $260K
|
137K
$8.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
4.27K+ 24.11% |
$253K - $255K
|
22K
$1.32M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.07K+ 5.3% |
$241K - $243K
|
81K
$4.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.79KNew |
$224K - $226K
|
3.79K
$227K
|
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3.61KNew |
$214K - $215K
|
3.61K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.46K+ 6.44% |
$205K - $206K
|
57.2K
$3.43M
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
3.38K+ 38.36% |
$200K - $201K
|
12.2K
$730K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.36KNew |
$199K - $200K
|
3.36K
$201K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.28K+ 38.72% |
$194K - $195K
|
11.7K
$704K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
3.28K+ 15.66% |
$194K - $195K
|
24.2K
$1.45M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3.22K+ 70.79% |
$191K - $192K
|
7.76K
$465K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.11KNew |
$184K - $185K
|
3.11K
$186K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.11K+ 11.47% |
$184K - $185K
|
30.2K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.95K+ 4.38% |
$175K - $176K
|
70.2K
$4.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.49K+ 23.74% |
$147K - $148K
|
13K
$777K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.46K+ 45.05% |
$146K - $147K
|
7.93K
$475K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.28K+ 2.05% |
$135K - $136K
|
114K
$6.81M
|
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
BUY
|
- |
2.18K+ 12.08% |
$129K - $130K
|
20.3K
$1.21M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2K+ 5.49% |
$119K - $119K
|
38.4K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
1.97K+ 0.95% |
$117K - $117K
|
209K
$12.5M
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.72K+ 38.74% |
$102K - $102K
|
6.16K
$369K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.54K+ 10.68% |
$91.2K - $91.7K
|
15.9K
$955K
|