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
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
4.46K
+ 56.29%
$265K - $267K
12.4K $743K
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
4.45K
+ 10.55%
$264K - $265K
46.6K $2.79M
Apr 25, 2023 Q1 2023
Iag Wealth Partners, LLC

BUY
 -
4.15K
New
$246K - $248K
4.15K $249K
May 15, 2023 Q1 2023
Petix & Botte CO

BUY
 -
4.07K
+ 4.37%
$242K - $243K
97.3K $5.83M
Apr 19, 2023 Q1 2023
Calton & Associates, Inc.

BUY
 -
4.03K
New
$240K - $241K
4.03K $242K
May 15, 2023 Q1 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
3.98K
+ 5.09%
$237K - $238K
82.2K $4.93M
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
3.98K
New
$236K - $237K
3.98K $238K
Nov 30, 2023 Q1 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
3.96K
New
$235K - $236K
3.96K $237K
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
3.8K
+ 2.82%
$226K - $227K
138K $8.29M
May 15, 2023 Q1 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
3.53K
+ 3.47%
$210K - $211K
105K $6.31M
May 15, 2023 Q1 2023
Dean, Jacobson Financial Services, LLC

BUY
 -
3.48K
New
$207K - $207K
3.48K $208K
May 15, 2023 Q1 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
3.44K
New
$204K - $205K
3.44K $206K
May 18, 2023 Q1 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
3.43K
New
$204K - $205K
3.43K $205K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
3.4K
+ 2.87%
$202K - $203K
122K $7.31M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
3.21K
+ 24.75%
$191K - $192K
16.2K $970K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
3.18K
New
$189K - $190K
3.18K $191K
Apr 14, 2023 Q1 2023
Welch & Forbes LLC

BUY
 -
2.57K
+ 5.05%
$153K - $153K
53.4K $3.2M
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
2.48K
+ 15.5%
$147K - $148K
18.5K $1.11M
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
2.35K
+ 1577.85%
$140K - $140K
2.5K $150K
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
2.11K
New
$125K - $126K
2.11K $126K
Apr 17, 2023 Q1 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
2K
+ 37.28%
$119K - $120K
7.37K $442K
Apr 24, 2023 Q1 2023
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
1.88K
+ 13.69%
$112K - $112K
15.6K $938K
Apr 24, 2023 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
1.88K
New
$112K - $112K
1.88K $113K
Apr 22, 2024 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
1.88K
New
$112K - $112K
1.88K $113K
May 04, 2023 Q1 2023
Holistic Financial Partners

BUY
 -
1.74K
+ 20.37%
$103K - $104K
10.3K $617K
May 15, 2023 Q1 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
1.69K
+ 14.35%
$100K - $101K
13.4K $805K
Apr 27, 2023 Q1 2023
United Capital Management Of Ks, Inc.

BUY
 -
1.67K
+ 30.0%
$99.5K - $99.9K
7.25K $435K
May 04, 2023 Q1 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
1.61K
+ 39.94%
$95.9K - $96.3K
5.65K $339K
May 11, 2023 Q1 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
1.53K
+ 3.23%
$91K - $91.4K
48.9K $2.93M
Apr 11, 2023 Q1 2023
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
1.4K
+ 3.87%
$83.2K - $83.5K
37.5K $2.25M
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.38K
+ 9.38%
$82.3K - $82.6K
16.1K $967K
Apr 18, 2023 Q1 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.36K
+ 1.84%
$80.7K - $81K
74.9K $4.49M
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
1.33K
+ 7.72%
$79.2K - $79.5K
18.6K $1.11M
Apr 28, 2023 Q1 2023
Beacon Harbor Wealth Advisors, Inc.

BUY
 -
1.3K
+ 1.14%
$77.2K - $77.5K
115K $6.89M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.13K
+ 29.85%
$67.2K - $67.5K
4.92K $295K
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
1.11K
+ 8.12%
$66K - $66.3K
14.8K $886K
Apr 10, 2023 Q1 2023
Summit Financial Wealth Advisors, LLC

BUY
 -
999
+ 8.04%
$59.4K - $59.6K
13.4K $805K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
982
+ 134.89%
$58.4K - $58.6K
1.71K $103K
Apr 12, 2023 Q1 2023
Ellsworth Advisors, LLC

BUY
 -
956
+ 1.5%
$56.8K - $57.1K
64.9K $3.89M
May 15, 2023 Q1 2023
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
950
New
$56.5K - $56.7K
950 $57K
Apr 21, 2023 Q1 2023
Atwood & Palmer Inc

BUY
 -
825
+ 1.61%
$49K - $49.3K
52K $3.12M
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
790
+ 2393.94%
$47K - $47.2K
823 $49.3K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
769
+ 1.03%
$45.7K - $45.9K
75.3K $4.52M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
747
+ 2.09%
$44.4K - $44.6K
36.5K $2.19M
Apr 24, 2023 Q1 2023
Strid Group, LLC

BUY
 -
693
+ 1.57%
$41.2K - $41.4K
44.8K $2.68M
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
687
+ 12.87%
$40.8K - $41K
6.03K $361K
May 11, 2023 Q1 2023
Alpha Omega Group, Inc.

BUY
 -
672
+ 7.31%
$39.9K - $40.1K
9.87K $592K
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
606
+ 8.24%
$36K - $36.2K
7.96K $477K
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
574
+ 3.88%
$34.1K - $34.3K
15.4K $920K

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