Purchases and Sales Made in Q1 2024 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 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.58M+ 4844.55% |
$94.2M - $94.7M
|
1.61M
$96.7M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.18M+ 9.75% |
$70.3M - $70.6M
|
13.3M
$796M
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
981K+ 675.73% |
$58.5M - $58.8M
|
1.13M
$67.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
770K+ 5869.72% |
$45.9M - $46.1M
|
783K
$47M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
552K+ 358.04% |
$32.9M - $33.1M
|
706K
$42.3M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
393K+ 61.62% |
$23.4M - $23.5M
|
1.03M
$61.7M
|
|
|
May 06, 2024
Q1 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
191K+ 31.13% |
$11.4M - $11.4M
|
803K
$48.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
138K+ 41.08% |
$8.26M - $8.3M
|
476K
$28.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
114K+ 176.9% |
$6.8M - $6.84M
|
179K
$10.7M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
106K+ 67.05% |
$6.32M - $6.35M
|
264K
$15.8M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
91.5K+ 3.47% |
$5.45M - $5.48M
|
2.73M
$164M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
84K+ 89.38% |
$5.01M - $5.03M
|
178K
$10.7M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
83.5K+ 4913.35% |
$4.98M - $5M
|
85.2K
$5.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
83KNew |
$4.95M - $4.97M
|
83K
$4.97M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
57.2K+ 5.74% |
$3.41M - $3.43M
|
1.05M
$63.1M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
54.1K+ 7.91% |
$3.22M - $3.24M
|
738K
$44.2M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
49.6K+ 49.2% |
$2.95M - $2.97M
|
150K
$9.01M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
43.5KNew |
$2.59M - $2.6M
|
43.5K
$2.61M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
37.8K+ 143.9% |
$2.26M - $2.27M
|
64.1K
$3.84M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
37.5K+ 6.54% |
$2.24M - $2.25M
|
612K
$36.7M
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
36.7K+ 52.52% |
$2.19M - $2.2M
|
107K
$6.39M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.4K+ 5.28% |
$2.17M - $2.18M
|
726K
$43.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
35.7K+ 96.89% |
$2.13M - $2.14M
|
72.6K
$4.35M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
34.5K+ 10.52% |
$2.06M - $2.07M
|
362K
$21.7M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
33.1K+ 51.78% |
$1.98M - $1.98M
|
97.1K
$5.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
31.8KNew |
$1.89M - $1.9M
|
31.8K
$1.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
30.3K+ 109.42% |
$1.81M - $1.82M
|
58K
$3.48M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
30.1K+ 18.71% |
$1.8M - $1.81M
|
191K
$11.5M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
28.8KNew |
$1.72M - $1.73M
|
28.8K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.3KNew |
$1.69M - $1.7M
|
28.3K
$1.7M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.8K+ 11.88% |
$1.66M - $1.67M
|
262K
$15.7M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
27.7KNew |
$1.65M - $1.66M
|
27.7K
$1.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
25.3K+ 47.48% |
$1.51M - $1.52M
|
78.6K
$4.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
24.9K+ 19.67% |
$1.49M - $1.49M
|
152K
$9.08M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
24.8KNew |
$1.48M - $1.48M
|
24.8K
$1.49M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
24.2KNew |
$1.44M - $1.45M
|
24.2K
$1.45M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
21.8K+ 7.95% |
$1.3M - $1.3M
|
296K
$17.7M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.4K+ 28.24% |
$1.28M - $1.28M
|
97.2K
$5.83M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
20.5KNew |
$1.22M - $1.23M
|
20.5K
$1.23M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
20.3KNew |
$1.21M - $1.22M
|
20.3K
$1.22M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.8K+ 16.21% |
$1.18M - $1.18M
|
142K
$8.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
19.4K+ 251.01% |
$1.16M - $1.17M
|
27.2K
$1.63M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
17.8K+ 95.28% |
$1.06M - $1.06M
|
36.4K
$2.18M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.5K+ 4.76% |
$1.04M - $1.05M
|
384K
$23.1M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.8K+ 27.06% |
$1M - $1.01M
|
78.8K
$4.73M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
16.2K+ 82.49% |
$968K - $972K
|
35.9K
$2.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.5K+ 8.97% |
$926K - $931K
|
189K
$11.3M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15K+ 55.34% |
$896K - $901K
|
42.2K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.6K+ 274.49% |
$811K - $815K
|
18.6K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.6K+ 157.14% |
$811K - $815K
|
22.3K
$1.33M
|