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
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
533
New
$31.7K - $31.8K
533 $32K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
489
+ 1.23%
$29.1K - $29.2K
40.1K $2.41M
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
464
+ 0.74%
$27.6K - $27.7K
62.9K $3.77M
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
412
+ 201.96%
$24.5K - $24.6K
616 $36.9K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
330
+ 0.26%
$19.6K - $19.7K
129K $7.74M
May 05, 2023 Q1 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
320
+ 3.41%
$19K - $19.1K
9.72K $582K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
310
+ 12.55%
$18.4K - $18.5K
2.78K $167K
May 12, 2023 Q1 2023
Rathbones Group PLC

Liverpool, X0
BUY
 -
300
+ 3.27%
$17.8K - $17.9K
9.49K $569K
Apr 10, 2023 Q1 2023
Wealth Care Investment Partners, LLC

BUY
 -
254
+ 3.3%
$15.1K - $15.2K
7.96K $477K
Apr 22, 2024 Q1 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
213
New
$12.7K - $12.7K
213 $12.8K
Apr 13, 2023 Q1 2023
Cambridge Advisors Inc.

BUY
 -
144
+ 0.9%
$8.56K - $8.6K
16.1K $965K
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
136
New
$8.08K - $8.12K
136 $8.15K
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
110
+ 2.38%
$6.54K - $6.57K
4.73K $284K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
83
New
$4.93K - $4.96K
83 $4.98K
May 12, 2023 Q1 2023
Leelyn Smith, LLC

Geneva, IL
BUY
 -
55
+ 0.68%
$3.27K - $3.28K
8.2K $492K
Apr 17, 2023 Q1 2023
Derbend Asset Management

BUY
 -
54
+ 0.27%
$3.21K - $3.22K
20.3K $1.22M
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
40
+ 0.38%
$2.38K - $2.39K
10.6K $636K
May 12, 2023 Q1 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
29
+ 0.34%
$1.72K - $1.73K
8.55K $512K
May 09, 2023 Q1 2023
Epic Trust Investment Advisors, LLC

BUY
 -
24
+ 0.23%
$1.43K - $1.43K
10.5K $630K
Apr 26, 2023 Q1 2023
Sugarloaf Wealth Management, LLC

BUY
 -
14
+ 0.66%
$832 - $836
2.14K $128K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
5
+ 0.71%
$297 - $299
712 $42.7K
May 09, 2023 Q1 2023
Blackhawk Capital Partners Llc.

Thiensville, WI
BUY
 -
3
+ 0.07%
$178 - $179
4.36K $262K
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
3
+ 0.17%
$178 - $179
1.72K $103K
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
2
+ 0.05%
$119 - $119
4.36K $261K
May 01, 2023 Q1 2023
Jnba Financial Advisors

BUY
 -
1
+ 1.59%
$59.4 - $59.7
64 $3.84K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
1
+ 0.01%
$59.4 - $59.7
7.3K $437K
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
1
+ 1.69%
$59.4 - $59.7
60 $3.6K
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
May 09, 2023 Q1 2023
Us Bancorp \De\

SELL
 -
-19
- 3.79%
$1.13K - $1.13K
482 $28.9K
Apr 14, 2023 Q1 2023
Signal Point Asset Management, LLC

SELL
 -
-50
- 0.23%
$2.97K - $2.99K
21.5K $1.29M
May 08, 2023 Q1 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-54
- 0.58%
$3.21K - $3.22K
9.3K $558K
May 11, 2023 Q1 2023
Benedict Financial Advisors Inc

SELL
 -
-66
- 1.83%
$3.92K - $3.94K
3.54K $212K
Apr 06, 2023 Q1 2023
Brendel Financial Advisors LLC

SELL
 -
-87
- 1.62%
$5.17K - $5.19K
5.27K $316K
Apr 17, 2023 Q1 2023
Ignite Planners, LLC

SELL
 -
-91
- 0.96%
$5.41K - $5.43K
9.37K $562K
Apr 26, 2023 Q1 2023
Beam Wealth Advisors, Inc.

SELL
 -
-94
- 2.36%
$5.59K - $5.61K
3.9K $234K
Jul 10, 2024 Q1 2023
Strategic Financial Partners, Ltd.

Bend, OR
SELL
 -
-99
- 1.61%
$5.88K - $5.91K
6.06K $363K
Apr 17, 2023 Q1 2023
Refined Wealth Management

SELL
 -
-112
- 0.61%
$6.66K - $6.69K
18.2K $1.09M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-112
- 13.46%
$6.66K - $6.69K
720 $43.2K
Jan 02, 2024 Q1 2023
Southland Equity Partners LLC

Wildwood, MO
SELL
 -
-119
- 1.95%
$7.07K - $7.1K
5.99K $359K
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-126
- 1.25%
$7.49K - $7.52K
9.98K $598K
May 09, 2023 Q1 2023
Wedbush Securities Inc

SELL
 -
-128
- 2.65%
$7.61K - $7.64K
4.7K $282K
May 02, 2023 Q1 2023
V Wealth Advisors LLC

SELL
 -
-144
- 1.54%
$8.56K - $8.6K
9.21K $552K
May 12, 2023 Q1 2023
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-144
- 1.0%
$8.56K - $8.6K
14.3K $858K
May 12, 2023 Q1 2023
Hudson Portfolio Management LLC

Garrison, NY
SELL
 -
-150
- 2.37%
$8.92K - $8.96K
6.18K $370K
Apr 18, 2023 Q1 2023
American Financial Advisors, LLC

SELL
 -
-208
- 1.64%
$12.4K - $12.4K
12.5K $749K
May 12, 2023 Q1 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
SELL
 -
-249
- 0.75%
$14.8K - $14.9K
32.8K $1.96M
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

SELL
 -
-300
- 76.92%
$17.8K - $17.9K
90 $5.4K
Apr 26, 2023 Q1 2023
Alpha Cubed Investments, LLC

SELL
 -
-301
- 7.31%
$17.9K - $18K
3.81K $229K
May 12, 2023 Q1 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
SELL
 -
-308
- 7.16%
$18.3K - $18.4K
3.99K $239K

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