Purchases and Sales Made in Q1 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 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
Apr 19, 2023 Q1 2023
Wt Wealth Management

BUY
 -
14.2K
+ 14.69%
$841K - $845K
110K $6.62M
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
14K
+ 24.39%
$830K - $833K
71.2K $4.27M
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
14K
New
$829K - $833K
14K $837K
May 12, 2023 Q1 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
13.9K
+ 62.92%
$824K - $828K
35.9K $2.15M
May 12, 2023 Q1 2023
Objective Capital Management, LLC

BUY
 -
13.9K
New
$823K - $827K
13.9K $830K
Apr 10, 2023 Q1 2023
360 Financial, Inc.

BUY
 -
13.8K
+ 138.51%
$821K - $824K
23.8K $1.43M
Apr 27, 2023 Q1 2023
Simplicity Wealth,Llc

BUY
 -
13.8K
+ 5.51%
$819K - $823K
264K $15.8M
Apr 21, 2023 Q1 2023
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
13.5K
New
$801K - $805K
13.5K $808K
May 17, 2023 Q1 2023
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
13K
+ 5.04%
$776K - $779K
272K $16.3M
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
13K
+ 124.26%
$771K - $774K
23.4K $1.4M
Apr 18, 2023 Q1 2023
Independent Wealth Network Inc.

BUY
 -
11.3K
+ 188.01%
$674K - $677K
17.4K $1.04M
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
11.3K
+ 133.05%
$670K - $672K
19.7K $1.18M
Jun 01, 2023 Q1 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
11.2K
New
$663K - $666K
11.2K $668K
May 03, 2023 Q1 2023
Stonebridge Financial Planning Group, LLC

BUY
 -
10.7K
New
$634K - $637K
10.7K $639K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
9.85K
New
$586K - $588K
9.85K $591K
Apr 20, 2023 Q1 2023
Lvz, Inc.

BUY
 -
9.08K
+ 42.04%
$540K - $542K
30.7K $1.84M
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
9.07K
+ 50.53%
$539K - $541K
27K $1.62M
Sep 07, 2023 Q1 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
8.9K
+ 21.14%
$529K - $531K
51K $3.06M
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
8.71K
+ 46.11%
$518K - $520K
27.6K $1.65M
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
8.42K
+ 11.98%
$501K - $503K
78.8K $4.72M
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
8.38K
New
$498K - $500K
8.38K $503K
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
7.94K
+ 27.95%
$472K - $474K
36.3K $2.18M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
7.94K
New
$472K - $474K
7.94K $476K
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
7.73K
+ 43.57%
$460K - $462K
25.5K $1.53M
Apr 13, 2023 Q1 2023
Kmg Fiduciary Partners, LLC

BUY
 -
7.53K
+ 47.83%
$448K - $450K
23.3K $1.4M
Apr 11, 2023 Q1 2023
Sage Capital Advisors,Llc

BUY
 -
6.69K
+ 83.06%
$397K - $399K
14.7K $883K
Apr 25, 2023 Q1 2023
Advisor Resource Council

BUY
 -
6.55K
+ 101.72%
$389K - $391K
13K $779K
Apr 10, 2023 Q1 2023
Clarus Wealth Advisors

BUY
 -
6.52K
New
$387K - $389K
6.52K $391K
Jan 24, 2024 Q1 2023
Cedrus LLC

Littleton, CO
BUY
 -
6.45K
+ 74.12%
$383K - $385K
15.2K $908K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
6.38K
New
$379K - $381K
6.38K $382K
May 09, 2023 Q1 2023
Columbia Advisory Partners LLC

BUY
 -
6.34K
New
$377K - $379K
6.34K $380K
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
6.16K
+ 11.48%
$366K - $368K
59.8K $3.59M
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
6.16K
+ 11.48%
$366K - $368K
59.8K $3.59M
May 03, 2023 Q1 2023
Symphony Financial, Ltd. Co.

BUY
 -
6.13K
+ 12.49%
$364K - $366K
55.2K $3.31M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
6.06K
New
$360K - $362K
6.06K $364K
May 15, 2023 Q1 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
6.04K
New
$359K - $360K
6.04K $362K
May 05, 2023 Q1 2023
Valtinson Bruner Financial Planning LLC

BUY
 -
6K
New
$357K - $358K
6K $360K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
5.97K
New
$355K - $357K
5.97K $358K
May 02, 2023 Q1 2023
True Capital Management

San Francisco, CA
BUY
 -
5.67K
+ 35.42%
$337K - $338K
21.7K $1.3M
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
5.46K
+ 9103.33%
$325K - $326K
5.52K $331K
Apr 17, 2023 Q1 2023
Paragon Private Wealth Management, LLC

BUY
 -
5.42K
+ 24.63%
$322K - $323K
27.4K $1.64M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
5.29K
+ 1.88%
$314K - $316K
287K $17.2M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
5.28K
+ 0.87%
$314K - $315K
610K $36.6M
Apr 04, 2023 Q1 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
5.15K
New
$306K - $308K
5.15K $309K
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
5.08K
+ 18.3%
$302K - $303K
32.8K $1.97M
Apr 05, 2023 Q1 2023
Weitzel Financial Services, Inc.

BUY
 -
5.06K
+ 3.22%
$301K - $302K
162K $9.74M
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
4.84K
+ 18.51%
$288K - $289K
31K $1.86M
May 15, 2023 Q1 2023
Tcwp LLC

Tampa, FL
BUY
 -
4.53K
+ 9.92%
$269K - $270K
50.1K $3M
Sep 12, 2023 Q1 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
4.52K
+ 6.04%
$268K - $270K
79.3K $4.75M

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