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 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.91K- 8.49% |
$351K - $353K
|
63.7K
$3.82M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.93K- 3.83% |
$353K - $354K
|
149K
$8.94M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6.01K- 7.43% |
$357K - $359K
|
74.9K
$4.49M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-6.14K- 10.0% |
$365K - $366K
|
55.2K
$3.31M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.37K- 5.01% |
$379K - $380K
|
121K
$7.24M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-6.4K- 18.2% |
$380K - $382K
|
28.7K
$1.72M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6.45K- 18.29% |
$383K - $385K
|
28.8K
$1.73M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.5K- 6.75% |
$386K - $388K
|
89.7K
$5.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
SELL
|
- |
-6.56K- 2.21% |
$390K - $392K
|
290K
$17.4M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-6.63K- 21.93% |
$394K - $396K
|
23.6K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.89K- 53.09% |
$469K - $471K
|
6.97K
$418K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.9K- 16.3% |
$470K - $472K
|
40.6K
$2.43M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.93K- 35.07% |
$471K - $473K
|
14.7K
$880K
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-8.39K- 19.26% |
$499K - $501K
|
35.2K
$2.11M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.43K- 63.29% |
$501K - $503K
|
4.89K
$293K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-8.68K- 48.73% |
$516K - $518K
|
9.14K
$548K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.04K- 82.8% |
$538K - $540K
|
1.88K
$113K
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-9.88K- 5.4% |
$587K - $590K
|
173K
$10.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-10.3K- 42.52% |
$611K - $614K
|
13.9K
$833K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-11.7K- 56.89% |
$696K - $699K
|
8.88K
$532K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-11.8K- 25.68% |
$699K - $702K
|
34K
$2.04M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-12.2K- 15.48% |
$726K - $729K
|
66.7K
$4M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-12.2K- 62.55% |
$726K - $729K
|
7.32K
$439K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.6K- 18.88% |
$747K - $750K
|
54K
$3.24M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-12.6K- 28.75% |
$747K - $750K
|
31.1K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-12.6K- 3.81% |
$751K - $755K
|
319K
$19.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-15.3K- 51.55% |
$907K - $911K
|
14.3K
$860K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-15.7K- 8.63% |
$931K - $935K
|
166K
$9.94M
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-15.8K- 9.68% |
$939K - $943K
|
147K
$8.83M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.3K- 40.11% |
$969K - $974K
|
24.4K
$1.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-16.4K- 55.67% |
$977K - $981K
|
13.1K
$785K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-17.3K- 41.48% |
$1.03M - $1.03M
|
24.4K
$1.46M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-17.3K- 25.96% |
$1.03M - $1.03M
|
49.4K
$2.96M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-17.5K- 31.53% |
$1.04M - $1.05M
|
38.1K
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-20K- 6.73% |
$1.19M - $1.19M
|
276K
$16.6M
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-20.1K- 51.58% |
$1.19M - $1.2M
|
18.8K
$1.13M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-21.2K- 10.81% |
$1.26M - $1.27M
|
175K
$10.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.7K- 5.1% |
$1.29M - $1.3M
|
405K
$24.3M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-22.1K- 32.04% |
$1.31M - $1.32M
|
46.8K
$2.8M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-23K- 14.55% |
$1.36M - $1.37M
|
135K
$8.08M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-23.3K- 12.25% |
$1.38M - $1.39M
|
167K
$10M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-24.5K- 48.8% |
$1.45M - $1.46M
|
25.7K
$1.54M
|
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-24.5K- 12.06% |
$1.46M - $1.46M
|
179K
$10.7M
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-24.7K- 67.17% |
$1.47M - $1.47M
|
12.1K
$723K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-25.4K- 7.22% |
$1.51M - $1.51M
|
326K
$19.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-26.2K- 21.1% |
$1.56M - $1.57M
|
98.1K
$5.88M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-30.9K- 19.09% |
$1.84M - $1.85M
|
131K
$7.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-34.1K- 18.89% |
$2.03M - $2.04M
|
147K
$8.79M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-34.6K- 2.12% |
$2.05M - $2.06M
|
1.6M
$95.7M
|
|
|
May 12, 2023
Q1 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-36.5K- 8.24% |
$2.17M - $2.18M
|
407K
$24.4M
|