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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-353- 4.55% |
$21K - $21.1K
|
7.41K
$444K
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-410- 1.66% |
$24.4K - $24.5K
|
24.3K
$1.46M
|
|
|
May 02, 2023
Q1 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-437- 8.32% |
$26K - $26.1K
|
4.82K
$289K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-451- 7.07% |
$26.8K - $26.9K
|
5.93K
$355K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-471- 6.0% |
$28K - $28.1K
|
7.38K
$442K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-568- 6.87% |
$33.8K - $33.9K
|
7.7K
$462K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-570- 5.57% |
$33.9K - $34K
|
9.67K
$580K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-600- 5.5% |
$35.7K - $35.8K
|
10.3K
$618K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-689- 0.66% |
$41K - $41.1K
|
103K
$6.18M
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-693- 2.89% |
$41.2K - $41.4K
|
23.3K
$1.4M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-741- 4.58% |
$44K - $44.2K
|
15.4K
$925K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-797- 88.85% |
$47.4K - $47.6K
|
100
$6K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-861Closed |
$51.2K - $51.4K
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-872- 1.75% |
$51.8K - $52.1K
|
48.9K
$2.93M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-918- 9.6% |
$54.6K - $54.8K
|
8.65K
$518K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1K- 14.29% |
$59.4K - $59.7K
|
6K
$360K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.12K- 13.18% |
$66.5K - $66.7K
|
7.37K
$442K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.12K- 15.9% |
$66.6K - $66.9K
|
5.93K
$355K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.23K- 39.61% |
$73.2K - $73.6K
|
1.88K
$113K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1.39K- 11.41% |
$82.6K - $83K
|
10.8K
$647K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.51K- 29.16% |
$89.8K - $90.2K
|
3.67K
$220K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.55K- 4.97% |
$92.1K - $92.5K
|
29.6K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-1.55K- 47.33% |
$92.1K - $92.5K
|
1.73K
$103K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.75K- 3.16% |
$104K - $105K
|
53.6K
$3.22M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.85K- 9.62% |
$110K - $110K
|
17.4K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.04K- 30.37% |
$121K - $122K
|
4.68K
$280K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.05K- 19.08% |
$122K - $122K
|
8.67K
$520K
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2.13K- 26.07% |
$127K - $127K
|
6.05K
$363K
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.13K- 15.17% |
$127K - $127K
|
11.9K
$715K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.15K- 13.84% |
$128K - $128K
|
13.4K
$802K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.35K- 94.04% |
$140K - $140K
|
149
$8.93K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.37K- 7.11% |
$141K - $141K
|
30.9K
$1.85M
|
|
|
Apr 28, 2023
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-2.65K- 7.86% |
$158K - $158K
|
31.1K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.86K- 2.14% |
$170K - $171K
|
131K
$7.84M
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2.95K- 3.38% |
$175K - $176K
|
84.2K
$5.05M
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.99K- 16.05% |
$178K - $179K
|
15.7K
$939K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.23K- 8.7% |
$192K - $193K
|
33.9K
$2.04M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.65K- 14.56% |
$217K - $218K
|
21.4K
$1.28M
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-3.67K- 29.31% |
$218K - $219K
|
8.86K
$531K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.71K- 6.23% |
$221K - $222K
|
55.8K
$3.35M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3.96K- 75.5% |
$235K - $236K
|
1.29K
$77K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.38K- 42.09% |
$260K - $261K
|
6.03K
$361K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-4.49K- 98.55% |
$267K - $268K
|
66
$3.96K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.77K- 24.51% |
$284K - $285K
|
14.7K
$881K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-4.89K- 30.52% |
$290K - $292K
|
11.1K
$667K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-5.46K- 98.91% |
$325K - $326K
|
60
$3.6K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.49K- 38.68% |
$326K - $327K
|
8.7K
$521K
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-5.78K- 4.64% |
$343K - $345K
|
119K
$7.11M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.81K- 16.41% |
$345K - $347K
|
29.6K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.85K- 3.23% |
$348K - $349K
|
175K
$10.5M
|