Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.83K+ 9.93% |
$346K - $349K
|
64.5K
$3.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.73KNew |
$340K - $343K
|
5.73K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.71K+ 102.4% |
$339K - $342K
|
11.3K
$676K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.46K+ 24.56% |
$325K - $327K
|
27.7K
$1.66M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
5.33K+ 9.79% |
$317K - $319K
|
59.8K
$3.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4.88KNew |
$290K - $292K
|
4.88K
$293K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.85K+ 2.88% |
$288K - $290K
|
173K
$10.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.78K+ 28.05% |
$284K - $286K
|
21.8K
$1.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.66K+ 3.02% |
$277K - $279K
|
159K
$9.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.54K+ 22.68% |
$270K - $271K
|
24.5K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.44KNew |
$264K - $265K
|
4.44K
$266K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.37K+ 121.55% |
$259K - $261K
|
7.96K
$477K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.33K+ 10.04% |
$257K - $259K
|
47.5K
$2.84M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
4.24KNew |
$252K - $254K
|
4.24K
$254K
|
|
|
Apr 10, 2024
Q4 2023
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
4.09KNew |
$243K - $245K
|
4.09K
$245K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.99KNew |
$237K - $239K
|
3.99K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.97KNew |
$236K - $237K
|
3.97K
$238K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
3.51KNew |
$208K - $210K
|
3.51K
$210K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.98K+ 21.6% |
$177K - $178K
|
16.8K
$1M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
2.83K+ 0.97% |
$168K - $169K
|
295K
$17.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.74K+ 10.32% |
$163K - $164K
|
29.3K
$1.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.4K+ 4.48% |
$143K - $144K
|
56K
$3.36M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.34K+ 5.19% |
$139K - $140K
|
47.4K
$2.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.13K+ 2.91% |
$126K - $127K
|
75.1K
$4.5M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
2.11K+ 8.86% |
$125K - $126K
|
25.9K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.09K+ 16.29% |
$124K - $125K
|
14.9K
$892K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.01K+ 16.46% |
$119K - $120K
|
14.2K
$852K
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.96K+ 1.17% |
$116K - $117K
|
169K
$10.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.29K+ 1.14% |
$76.7K - $77.2K
|
114K
$6.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.2K+ 5.53% |
$71.3K - $71.8K
|
22.9K
$1.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.05K+ 30.34% |
$62.3K - $62.7K
|
4.5K
$270K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
839+ 1.78% |
$49.9K - $50.2K
|
47.9K
$2.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
839+ 17.85% |
$49.9K - $50.2K
|
5.54K
$332K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
834+ 1.16% |
$49.6K - $49.9K
|
72.9K
$4.37M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
742+ 0.99% |
$44.1K - $44.4K
|
75.3K
$4.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
719+ 0.13% |
$42.7K - $43K
|
568K
$34M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
677+ 8.15% |
$40.2K - $40.5K
|
8.98K
$538K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
620+ 0.68% |
$36.8K - $37.1K
|
91.5K
$5.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
577+ 8.78% |
$34.3K - $34.5K
|
7.15K
$429K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
505+ 0.52% |
$30K - $30.2K
|
96.8K
$5.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
500New |
$29.7K - $29.9K
|
500
$30K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
303New |
$18K - $18.1K
|
303
$18.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
287+ 0.23% |
$17.1K - $17.2K
|
127K
$7.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
281New |
$16.7K - $16.8K
|
281
$16.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
256New |
$15.2K - $15.3K
|
256
$15.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
250+ 1.63% |
$14.9K - $15K
|
15.6K
$935K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
240New |
$14.3K - $14.4K
|
240
$14.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
175+ 1.07% |
$10.4K - $10.5K
|
16.5K
$989K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
143+ 0.13% |
$8.5K - $8.56K
|
106K
$6.36M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
124New |
$7.37K - $7.42K
|
124
$7.43K
|