Purchases and Sales Made in Q4 2023 in First Tr Enhanced Traded Fd Iv (FTSM)

FTSM Quotes by TradingView

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
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
121
New
$7.19K - $7.24K
121 $7.25K
Jan 09, 2024 Q4 2023
Sage Capital Advisors,Llc

BUY
 -
111
+ 0.75%
$6.6K - $6.64K
15K $898K
Jan 30, 2024 Q4 2023
Archer Investment Corp

BUY
 -
91
+ 0.82%
$5.41K - $5.45K
11.2K $668K
Feb 05, 2024 Q4 2023
Stonebridge Financial Planning Group, LLC

BUY
 -
90
+ 0.95%
$5.35K - $5.39K
9.61K $576K
Feb 07, 2024 Q4 2023
Huntington National Bank

Columbus, OH
BUY
 -
65
New
$3.86K - $3.89K
65 $3.89K
Jan 19, 2024 Q4 2023
Pfg Advisors

BUY
 -
58
+ 1.5%
$3.45K - $3.47K
3.92K $235K
Jan 26, 2024 Q4 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
54
+ 1.34%
$3.21K - $3.23K
4.09K $245K
Jan 31, 2024 Q4 2023
J.W. Cole Advisors, Inc.

BUY
 -
46
+ 0.53%
$2.73K - $2.75K
8.66K $519K
Mar 07, 2024 Q4 2023
Objective Capital Management, LLC

BUY
 -
45
+ 0.43%
$2.67K - $2.69K
10.5K $628K
Feb 08, 2024 Q4 2023
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
44
+ 0.26%
$2.61K - $2.63K
16.7K $1M
Feb 15, 2024 Q4 2023
Main Street Group, LTD

Glen Allen, VA
BUY
 -
35
New
$2.08K - $2.09K
35 $2.1K
Jan 23, 2024 Q4 2023
Lvz, Inc.

BUY
 -
31
+ 0.72%
$1.84K - $1.86K
4.36K $261K
Feb 07, 2024 Q4 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
27
+ 0.66%
$1.6K - $1.62K
4.11K $246K
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
25
New
$1.49K - $1.5K
25 $1.5K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

BUY
 -
16
+ 5.67%
$951 - $958
298 $17.9K
Feb 06, 2024 Q4 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
8
+ 0.23%
$475 - $479
3.49K $209K
Jan 29, 2024 Q4 2023
Benedict Financial Advisors Inc

BUY
 -
2
+ 0.05%
$119 - $120
3.87K $232K
Feb 14, 2024 Q4 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
1
+ 0.81%
$59.4 - $59.9
124 $7.43K
Feb 07, 2024 Q4 2023
Jnba Financial Advisors

BUY
 -
1
+ 1.11%
$59.4 - $59.9
91 $5.45K
Feb 07, 2024 Q4 2023
Northwest Financial Advisors

Herndon, VA
BUY
 -
0
New
$0 - $0
0 $0
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

SELL
 -
-1
- 0.19%
$59.4 - $59.9
537 $32.2K
Feb 01, 2024 Q4 2023
Brendel Financial Advisors LLC

SELL
 -
-6
- 0.12%
$357 - $359
5.12K $307K
Jan 19, 2024 Q4 2023
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-7
- 0.08%
$416 - $419
8.89K $533K
Jan 25, 2024 Q4 2023
Global Assets Advisory, LLC

Orlando, FL
SELL
 -
-12
- 0.09%
$713 - $718
13.1K $786K
Feb 08, 2024 Q4 2023
Fsb Premier Wealth Management, Inc.

SELL
 -
-14
- 0.3%
$832 - $838
4.71K $282K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

SELL
 -
-50
- 2.49%
$2.97K - $2.99K
1.96K $117K
Feb 13, 2024 Q4 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-70
- 14.49%
$4.16K - $4.19K
413 $24.7K
Jul 10, 2024 Q4 2023
Strategic Financial Partners, Ltd.

Bend, OR
SELL
 -
-74
- 1.36%
$4.4K - $4.43K
5.35K $321K
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-85
- 3.23%
$5.05K - $5.09K
2.55K $153K
Feb 14, 2024 Q4 2023
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-101
- 1.27%
$6K - $6.04K
7.86K $471K
Feb 02, 2024 Q4 2023
Valmark Advisers, Inc.

SELL
 -
-102
- 0.64%
$6.06K - $6.1K
15.9K $953K
Jan 09, 2024 Q4 2023
Southland Equity Partners LLC

Wildwood, MO
SELL
 -
-121
- 2.19%
$7.19K - $7.24K
5.42K $324K
Feb 06, 2024 Q4 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-154
- 4.03%
$9.15K - $9.22K
3.66K $219K
Feb 14, 2024 Q4 2023
Vital Stone Financial, LLC

Shavano Park, TX
SELL
 -
-251
- 3.99%
$14.9K - $15K
6.04K $362K
Feb 13, 2024 Q4 2023
Tfg Advisers LLC

SELL
 -
-264
- 6.91%
$15.7K - $15.8K
3.56K $213K
Jan 18, 2024 Q4 2023
Uncommon Cents Investing LLC

SELL
 -
-265
- 1.14%
$15.7K - $15.9K
22.9K $1.37M
Jan 09, 2024 Q4 2023
Columbia Advisory Partners LLC

SELL
 -
-284
- 5.09%
$16.9K - $17K
5.3K $317K
Jan 31, 2024 Q4 2023
American Financial Advisors, LLC

SELL
 -
-290
- 3.92%
$17.2K - $17.4K
7.11K $426K
Jan 10, 2024 Q4 2023
Cornerstone Wealth Management, LLC

SELL
 -
-294
- 0.6%
$17.5K - $17.6K
49.1K $2.94M
Jan 16, 2024 Q4 2023
Mtm Investment Management, LLC

Spartanburg, SC
SELL
 -
-300
- 1.43%
$17.8K - $18K
20.6K $1.23M
Jan 25, 2024 Q4 2023
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-318
- 0.54%
$18.9K - $19K
58.5K $3.51M
Jan 08, 2024 Q4 2023
Capital Market Strategies LLC

SELL
 -
-335
- 3.56%
$19.9K - $20K
9.09K $545K
Feb 05, 2024 Q4 2023
Epic Trust Investment Advisors, LLC

SELL
 -
-338
- 4.17%
$20.1K - $20.2K
7.77K $465K
Feb 09, 2024 Q4 2023
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-356
- 4.89%
$21.2K - $21.3K
6.92K $415K
Jan 25, 2024 Q4 2023
Pinnacle Bancorp, Inc.

SELL
 -
-370
- 28.79%
$22K - $22.1K
915 $54.8K
Feb 21, 2024 Q4 2023
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-371
- 47.69%
$22K - $22.2K
407 $24.4K
Jan 30, 2024 Q4 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
SELL
 -
-391
- 2.5%
$23.2K - $23.4K
15.2K $913K
Jan 10, 2024 Q4 2023
Raymond James Trust N.A.

SELL
 -
-393
- 1.06%
$23.4K - $23.5K
36.8K $2.21M
Feb 09, 2024 Q4 2023
Orion Portfolio Solutions, LLC

SELL
 -
-403
- 8.36%
$24K - $24.1K
4.42K $265K

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