Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
49K+ 392.36% |
$2.91M - $2.93M
|
61.5K
$3.69M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
46.8K+ 67.53% |
$2.78M - $2.8M
|
116K
$6.96M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
46.7K+ 53.37% |
$2.77M - $2.79M
|
134K
$8.04M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
46.7K+ 82.2% |
$2.77M - $2.79M
|
103K
$6.2M
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
46.2K+ 16.7% |
$2.75M - $2.76M
|
323K
$19.3M
|
|
|
May 01, 2023
Q1 2023
|
Grant
|
BUY
|
- |
45.3K+ 371.78% |
$2.69M - $2.71M
|
57.5K
$3.45M
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
BUY
|
- |
43.5KNew |
$2.58M - $2.59M
|
43.5K
$2.61M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42.6K+ 13.09% |
$2.53M - $2.54M
|
368K
$22.1M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
42.1K+ 88.6% |
$2.5M - $2.51M
|
89.6K
$5.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
41.7K+ 9.92% |
$2.48M - $2.49M
|
462K
$27.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
40.6K+ 4.04% |
$2.41M - $2.42M
|
1.04M
$62.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
38.8K+ 13.73% |
$2.3M - $2.31M
|
321K
$19.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
35.9K+ 77.32% |
$2.14M - $2.15M
|
82.4K
$4.94M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
34.9K+ 410.17% |
$2.08M - $2.08M
|
43.4K
$2.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
34.9K+ 18.63% |
$2.07M - $2.08M
|
222K
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
32.2K+ 16.76% |
$1.92M - $1.92M
|
225K
$13.5M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
31.2K+ 22.83% |
$1.85M - $1.86M
|
168K
$10.1M
|
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
31.1KNew |
$1.85M - $1.86M
|
31.1K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.2KNew |
$1.79M - $1.8M
|
30.2K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
27.3K+ 219.48% |
$1.62M - $1.63M
|
39.7K
$2.38M
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
27.1K+ 67.87% |
$1.61M - $1.62M
|
67.1K
$4.02M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
26.4K+ 11.11% |
$1.57M - $1.58M
|
264K
$15.8M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
25.8K+ 716.34% |
$1.53M - $1.54M
|
29.4K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
25.7K+ 62.89% |
$1.53M - $1.54M
|
66.6K
$3.99M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.4K+ 98.91% |
$1.45M - $1.45M
|
49K
$2.94M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
23.3KNew |
$1.39M - $1.39M
|
23.3K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.1K+ 20.43% |
$1.37M - $1.38M
|
136K
$8.17M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
22.7KNew |
$1.35M - $1.35M
|
22.7K
$1.36M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22.3K+ 173.67% |
$1.33M - $1.33M
|
35.2K
$2.11M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
21.9K+ 63.87% |
$1.3M - $1.3M
|
56.1K
$3.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
20.9K+ 8.2% |
$1.24M - $1.25M
|
276K
$16.5M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20.8K+ 10375.0% |
$1.23M - $1.24M
|
21K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.7K+ 29.56% |
$1.23M - $1.24M
|
90.9K
$5.45M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.2K+ 9.24% |
$1.08M - $1.09M
|
215K
$12.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
17.8KNew |
$1.06M - $1.06M
|
17.8K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17.6K+ 29.28% |
$1.05M - $1.05M
|
77.9K
$4.67M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
17.4K+ 19.93% |
$1.03M - $1.04M
|
105K
$6.27M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.3K+ 36.81% |
$1.03M - $1.03M
|
64.3K
$3.85M
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16.9K+ 43.76% |
$1.01M - $1.01M
|
55.6K
$3.34M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
16.9K+ 11.96% |
$1.01M - $1.01M
|
158K
$9.5M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
16.3K+ 23.2% |
$968K - $972K
|
86.5K
$5.18M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.3K+ 3.09% |
$966K - $971K
|
542K
$32.5M
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
16K+ 32.26% |
$951K - $955K
|
65.6K
$3.93M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
15.5K+ 88.0% |
$921K - $925K
|
33.1K
$1.98M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.3K+ 35.63% |
$908K - $912K
|
58.1K
$3.49M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
14.9K+ 47.83% |
$883K - $887K
|
45.9K
$2.75M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
14.6KNew |
$867K - $871K
|
14.6K
$875K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14.4K+ 13.87% |
$856K - $860K
|
118K
$7.09M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14.3K+ 228.42% |
$848K - $852K
|
20.5K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
14.2K+ 78.04% |
$843K - $847K
|
32.4K
$1.94M
|