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 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-41.4K- 9.72% |
$2.46M - $2.47M
|
384K
$23M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-43.4K- 19.54% |
$2.58M - $2.59M
|
179K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-45.4K- 39.25% |
$2.7M - $2.71M
|
70.2K
$4.21M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-46K- 10.43% |
$2.73M - $2.75M
|
395K
$23.7M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-50.8K- 20.97% |
$3.02M - $3.03M
|
191K
$11.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-53K- 62.65% |
$3.15M - $3.16M
|
31.6K
$1.89M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-60.4K- 10.74% |
$3.59M - $3.61M
|
502K
$30.1M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-62.6K- 3.95% |
$3.72M - $3.74M
|
1.52M
$91.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-70.7K- 90.1% |
$4.2M - $4.22M
|
7.77K
$466K
|
|
|
Apr 12, 2023
Q1 2023
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-71.1K- 42.98% |
$4.23M - $4.25M
|
94.4K
$5.66M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-73.9K- 99.08% |
$4.39M - $4.41M
|
687
$41.2K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-76.7K- 57.43% |
$4.56M - $4.58M
|
56.8K
$3.41M
|
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-81.1K- 26.61% |
$4.82M - $4.84M
|
224K
$13.4M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-82.1K- 46.21% |
$4.88M - $4.9M
|
95.6K
$5.73M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-88K- 36.98% |
$5.23M - $5.26M
|
150K
$8.99M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-110K- 4.12% |
$6.53M - $6.56M
|
2.55M
$153M
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-119K- 41.3% |
$7.07M - $7.1M
|
169K
$10.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-131K- 19.95% |
$7.76M - $7.8M
|
524K
$31.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-139K- 87.57% |
$8.24M - $8.27M
|
19.7K
$1.18M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-145K- 29.13% |
$8.61M - $8.65M
|
353K
$21.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-165K- 33.97% |
$9.83M - $9.88M
|
322K
$19.3M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-187K- 38.64% |
$11.1M - $11.2M
|
297K
$17.8M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-204K- 1.89% |
$12.1M - $12.2M
|
10.6M
$636M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-207K- 30.67% |
$12.3M - $12.4M
|
468K
$28M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-219K- 40.42% |
$13M - $13.1M
|
323K
$19.3M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-221K- 32.44% |
$13.1M - $13.2M
|
460K
$27.6M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-319K- 40.77% |
$19M - $19M
|
463K
$27.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-361K- 80.39% |
$21.5M - $21.6M
|
88.1K
$5.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-436K- 41.76% |
$25.9M - $26M
|
608K
$36.5M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-494K- 10.19% |
$29.3M - $29.5M
|
4.35M
$261M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.62M- 44.68% |
$96.2M - $96.6M
|
2M
$120M
|