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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-605- 7.69% |
$36K - $36.2K
|
7.26K
$435K
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-726- 14.05% |
$43.2K - $43.4K
|
4.44K
$266K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-836- 18.12% |
$49.7K - $50K
|
3.78K
$226K
|
|
|
May 10, 2022
Q1 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-892- 3.97% |
$53.1K - $53.3K
|
21.6K
$1.29M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-991- 63.48% |
$58.9K - $59.3K
|
570
$34.2K
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.08K- 9.1% |
$64K - $64.3K
|
10.7K
$644K
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-1.11K- 6.99% |
$65.9K - $66.3K
|
14.7K
$884K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.12K- 1.72% |
$66.7K - $67K
|
64.1K
$3.84M
|
|
|
May 11, 2022
Q1 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-1.14K- 9.69% |
$67.6K - $67.9K
|
10.6K
$635K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.14K- 20.54% |
$67.7K - $68.1K
|
4.41K
$264K
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.14K- 4.65% |
$68K - $68.4K
|
23.5K
$1.41M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.16K- 24.77% |
$69.2K - $69.6K
|
3.54K
$212K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.2K- 10.39% |
$71.6K - $71.9K
|
10.4K
$622K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.24K- 21.07% |
$73.6K - $74K
|
4.63K
$278K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.25K- 1.52% |
$74.2K - $74.6K
|
80.9K
$4.85M
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.25KClosed |
$74.4K - $74.8K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.26K- 15.93% |
$75.1K - $75.5K
|
6.66K
$400K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.27K- 13.99% |
$75.2K - $75.6K
|
7.78K
$466K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.27K- 13.99% |
$75.2K - $75.6K
|
7.78K
$466K
|
|
|
May 16, 2022
Q1 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.4K- 21.25% |
$83K - $83.5K
|
5.17K
$310K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.44K- 3.45% |
$85.6K - $86.1K
|
40.3K
$2.41M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.6K- 84.21% |
$95.2K - $95.7K
|
300
$18K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.64KClosed |
$97.8K - $98.3K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.67K- 28.03% |
$99.4K - $99.9K
|
4.29K
$257K
|
|
|
Apr 21, 2022
Q1 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-1.68K- 2.15% |
$100K - $101K
|
76.7K
$4.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.71K- 10.34% |
$102K - $102K
|
14.8K
$887K
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.8K- 11.65% |
$107K - $107K
|
13.6K
$816K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.88KClosed |
$112K - $112K
|
0
$0
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.89K- 10.55% |
$112K - $113K
|
16K
$959K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.94KClosed |
$115K - $116K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.04K- 5.46% |
$122K - $122K
|
35.4K
$2.12M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.16K- 7.84% |
$128K - $129K
|
25.4K
$1.52M
|
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.28K- 9.74% |
$136K - $136K
|
21.1K
$1.27M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.44K- 6.18% |
$145K - $146K
|
37K
$2.22M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.45K- 8.56% |
$146K - $147K
|
26.2K
$1.57M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.48K- 1.5% |
$147K - $148K
|
163K
$9.75M
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-2.74K- 2.01% |
$163K - $164K
|
134K
$8.01M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-3.15K- 25.78% |
$187K - $188K
|
9.07K
$544K
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.34K- 12.35% |
$199K - $200K
|
23.7K
$1.42M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.48KClosed |
$207K - $208K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-3.56KClosed |
$212K - $213K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.59K- 14.28% |
$213K - $214K
|
21.5K
$1.29M
|
|
|
Apr 20, 2022
Q1 2022
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-3.63K- 12.51% |
$216K - $217K
|
25.4K
$1.52M
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.68K- 27.6% |
$219K - $220K
|
9.64K
$578K
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.81K- 8.74% |
$227K - $228K
|
39.8K
$2.39M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.95KClosed |
$235K - $236K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.97K- 20.26% |
$236K - $238K
|
15.6K
$937K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-3.99K- 43.34% |
$237K - $238K
|
5.21K
$312K
|
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-4.01KClosed |
$238K - $239K
|
0
$0
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-4.26K- 8.94% |
$254K - $255K
|
43.4K
$2.6M
|