Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
452K+ 19.39% |
$26.9M - $27M
|
2.78M
$167M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
387K+ 4.44% |
$23M - $23.1M
|
9.11M
$546M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
352K+ 12.51% |
$21M - $21.1M
|
3.17M
$190M
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
316K+ 158.07% |
$18.8M - $18.9M
|
515K
$30.9M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
309K+ 7.0% |
$18.4M - $18.5M
|
4.72M
$283M
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
253KNew |
$15M - $15.1M
|
253K
$15.1M
|
|
|
May 12, 2022
Q1 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
232K+ 293.57% |
$13.8M - $13.9M
|
312K
$18.7M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
223KNew |
$13.3M - $13.3M
|
223K
$13.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
162KNew |
$9.63M - $9.68M
|
162K
$9.7M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
160K+ 225.98% |
$9.54M - $9.59M
|
231K
$13.9M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
151K+ 45.18% |
$8.96M - $9.01M
|
484K
$29M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
128K+ 25.84% |
$7.61M - $7.65M
|
623K
$37.4M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
118K+ 30.45% |
$7.04M - $7.07M
|
507K
$30.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
106K+ 268.26% |
$6.33M - $6.36M
|
146K
$8.75M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
103K+ 444.2% |
$6.12M - $6.15M
|
126K
$7.56M
|
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
94.4K+ 104.36% |
$5.61M - $5.64M
|
185K
$11.1M
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
84.9KNew |
$5.05M - $5.08M
|
84.9K
$5.09M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
80.9KNew |
$4.81M - $4.84M
|
80.9K
$4.85M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
76K+ 9.15% |
$4.52M - $4.55M
|
907K
$54.4M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
74.5K+ 2.94% |
$4.43M - $4.46M
|
2.61M
$156M
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
71.4KNew |
$4.25M - $4.27M
|
71.4K
$4.28M
|
|
|
May 05, 2022
Q1 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
69.4K+ 39.27% |
$4.13M - $4.15M
|
246K
$14.8M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
58.1K+ 899.21% |
$3.46M - $3.48M
|
64.6K
$3.87M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
47KNew |
$2.79M - $2.81M
|
47K
$2.82M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
46.3K+ 60.2% |
$2.75M - $2.77M
|
123K
$7.38M
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
44.8K+ 103.69% |
$2.67M - $2.68M
|
88.1K
$5.28M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
42.1K+ 620.45% |
$2.5M - $2.52M
|
48.9K
$2.93M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
40.9KNew |
$2.43M - $2.44M
|
40.9K
$2.45M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.2K+ 12.49% |
$2.1M - $2.11M
|
317K
$19M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
32.1KNew |
$1.91M - $1.92M
|
32.1K
$1.93M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
28.7K+ 301.09% |
$1.71M - $1.72M
|
38.3K
$2.3M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
28.4K+ 1193.95% |
$1.69M - $1.7M
|
30.8K
$1.85M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
28.3K+ 69.84% |
$1.68M - $1.69M
|
68.7K
$4.12M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
28KNew |
$1.66M - $1.67M
|
28K
$1.68M
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
25.5K+ 226.94% |
$1.52M - $1.53M
|
36.8K
$2.2M
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
25.2KNew |
$1.5M - $1.51M
|
25.2K
$1.51M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25.1K+ 256.79% |
$1.49M - $1.5M
|
34.9K
$2.09M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23.7K+ 122.21% |
$1.41M - $1.42M
|
43.1K
$2.58M
|
|
|
May 09, 2022
Q1 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
17.6K+ 198.11% |
$1.05M - $1.05M
|
26.5K
$1.59M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16KNew |
$949K - $954K
|
16K
$957K
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15.5K+ 58.46% |
$921K - $926K
|
42K
$2.52M
|
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
12.5KNew |
$746K - $750K
|
12.5K
$752K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.8K+ 5.6% |
$704K - $708K
|
223K
$13.4M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 235.2% |
$618K - $622K
|
14.8K
$888K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.47K+ 193.3% |
$563K - $566K
|
14.4K
$861K
|
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
8.78KNew |
$522K - $525K
|
8.78K
$526K
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.35K+ 112.08% |
$497K - $499K
|
15.8K
$947K
|
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.63KNew |
$454K - $456K
|
7.63K
$457K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.45KNew |
$443K - $445K
|
7.45K
$446K
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.1KNew |
$422K - $425K
|
7.1K
$426K
|