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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
12.9K+ 10.62% |
$767K - $770K
|
134K
$8.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12.7K+ 67.4% |
$759K - $763K
|
31.6K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.6KNew |
$749K - $753K
|
12.6K
$753K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.9K+ 13.46% |
$710K - $713K
|
100K
$6.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
11.8K+ 13.11% |
$702K - $706K
|
102K
$6.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
10.8K+ 15.31% |
$641K - $644K
|
81K
$4.85M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.7K+ 6.76% |
$635K - $638K
|
168K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.48K+ 165.55% |
$565K - $568K
|
15.2K
$912K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
8.34K+ 14.98% |
$497K - $499K
|
64K
$3.84M
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
8.3K+ 11.05% |
$495K - $497K
|
83.4K
$5M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.01K+ 25.52% |
$478K - $480K
|
39.4K
$2.36M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.94K+ 12.84% |
$473K - $476K
|
69.7K
$4.18M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7.52KNew |
$448K - $450K
|
7.52K
$451K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
6.96K+ 175.61% |
$415K - $417K
|
10.9K
$655K
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.93K+ 53.99% |
$413K - $415K
|
19.8K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
6.13K+ 1.44% |
$365K - $367K
|
433K
$26M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
6.06K+ 5.71% |
$361K - $363K
|
112K
$6.73M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
6.03K+ 47.06% |
$360K - $361K
|
18.9K
$1.13M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.85K+ 38.14% |
$349K - $350K
|
21.2K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.8K+ 2.57% |
$345K - $347K
|
231K
$13.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.77K+ 107.85% |
$344K - $346K
|
11.1K
$667K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.56K+ 1.77% |
$332K - $333K
|
320K
$19.2M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
5.25KNew |
$313K - $314K
|
5.25K
$315K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.97K+ 1.68% |
$296K - $298K
|
300K
$18M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.87K+ 9.71% |
$290K - $292K
|
55K
$3.3M
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
4.7KNew |
$280K - $281K
|
4.7K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.61KNew |
$275K - $276K
|
4.61K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.44K+ 21.15% |
$265K - $266K
|
25.4K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
4.38K+ 1.51% |
$261K - $263K
|
296K
$17.7M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
4.36K+ 48.58% |
$260K - $261K
|
13.3K
$800K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.27K+ 16.18% |
$255K - $256K
|
30.7K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
4.07KNew |
$243K - $244K
|
4.07K
$244K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.04KNew |
$241K - $242K
|
4.04K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.91K+ 22.21% |
$233K - $234K
|
21.5K
$1.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.88KNew |
$232K - $233K
|
3.88K
$233K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
3.87KNew |
$231K - $232K
|
3.87K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.82K+ 25.87% |
$228K - $229K
|
18.6K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.69K+ 6.46% |
$220K - $221K
|
60.9K
$3.65M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.62K+ 2.14% |
$216K - $217K
|
173K
$10.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.52KNew |
$210K - $211K
|
3.52K
$211K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.52K+ 52.27% |
$210K - $211K
|
10.2K
$614K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.44KNew |
$205K - $206K
|
3.44K
$206K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
3.41K+ 52.71% |
$203K - $204K
|
9.87K
$591K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.27K+ 5.46% |
$195K - $196K
|
63.1K
$3.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.17K+ 2.29% |
$189K - $190K
|
142K
$8.49M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.88K+ 3.42% |
$171K - $172K
|
86.9K
$5.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.49K+ 6.03% |
$149K - $149K
|
43.8K
$2.63M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.24K+ 33.95% |
$133K - $134K
|
8.83K
$529K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.22K+ 7.89% |
$132K - $133K
|
30.3K
$1.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.04K+ 2.23% |
$121K - $122K
|
93.5K
$5.61M
|