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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-99.3K- 72.48% |
$5.9M - $5.94M
|
37.7K
$2.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-102K- 31.75% |
$6.06M - $6.1M
|
219K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-106K- 40.8% |
$6.31M - $6.36M
|
154K
$9.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-117K- 55.35% |
$6.92M - $6.97M
|
94K
$5.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-122K- 15.11% |
$7.23M - $7.29M
|
684K
$41M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-125K- 9.51% |
$7.4M - $7.45M
|
1.18M
$71M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-129K- 99.89% |
$7.69M - $7.74M
|
144
$8.63K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-146K- 66.93% |
$8.66M - $8.72M
|
72K
$4.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-153K- 17.28% |
$9.1M - $9.16M
|
733K
$43.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-168K- 51.64% |
$9.99M - $10.1M
|
157K
$9.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-175K- 27.31% |
$10.4M - $10.5M
|
466K
$27.9M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-186K- 44.26% |
$11.1M - $11.1M
|
234K
$14M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-207K- 4.48% |
$12.3M - $12.4M
|
4.4M
$264M
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-221K- 39.67% |
$13.1M - $13.2M
|
336K
$20.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-223K- 2.55% |
$13.2M - $13.3M
|
8.5M
$509M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-234K- 78.53% |
$13.9M - $14M
|
64K
$3.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-236K- 42.02% |
$14M - $14.1M
|
326K
$19.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-265K- 27.73% |
$15.7M - $15.8M
|
689K
$41.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-277K- 62.4% |
$16.4M - $16.6M
|
167K
$9.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-303K- 24.26% |
$18M - $18.2M
|
947K
$56.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-548K- 3.78% |
$32.5M - $32.8M
|
14M
$836M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-796K- 22.66% |
$47.3M - $47.6M
|
2.72M
$163M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-970K- 10.08% |
$57.7M - $58.1M
|
8.65M
$518M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.03M- 23.26% |
$61.2M - $61.6M
|
3.4M
$204M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.94M- 98.32% |
$175M - $176M
|
50.1K
$3M
|