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 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.94K+ 1.15% |
$116K - $116K
|
171K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.89K+ 10.08% |
$113K - $113K
|
20.7K
$1.24M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.84K+ 1.77% |
$109K - $110K
|
105K
$6.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.81K+ 13.32% |
$108K - $108K
|
15.4K
$922K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 1.24% |
$102K - $103K
|
140K
$8.42M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.5K+ 6.94% |
$89.6K - $90K
|
23.2K
$1.39M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
1.49KNew |
$88.5K - $89K
|
1.49K
$89K
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.36K+ 8.91% |
$80.9K - $81.3K
|
16.6K
$994K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.23KNew |
$73K - $73.4K
|
1.23K
$73.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
974+ 17.58% |
$58.1K - $58.4K
|
6.51K
$390K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
956New |
$57K - $57.3K
|
956
$57.3K
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
908+ 13.95% |
$54.1K - $54.4K
|
7.42K
$445K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
859+ 1.18% |
$51.2K - $51.5K
|
73.8K
$4.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
780New |
$46.5K - $46.7K
|
780
$46.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
630New |
$37.6K - $37.7K
|
630
$37.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
617+ 1.68% |
$36.8K - $37K
|
37.4K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
534+ 13350.0% |
$31.8K - $32K
|
538
$32.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
500+ 14.14% |
$29.8K - $30K
|
4.04K
$242K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
451+ 2.83% |
$26.9K - $27K
|
16.4K
$981K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
436+ 2.12% |
$26K - $26.1K
|
21K
$1.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
414+ 10.12% |
$24.7K - $24.8K
|
4.5K
$270K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
367+ 4.61% |
$21.9K - $22K
|
8.32K
$499K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
350+ 9.98% |
$20.9K - $21K
|
3.86K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
333+ 0.17% |
$19.9K - $20K
|
197K
$11.8M
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
315+ 2.49% |
$18.8K - $18.9K
|
13K
$777K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
313+ 4.38% |
$18.7K - $18.8K
|
7.47K
$448K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
235New |
$14K - $14.1K
|
235
$14.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
214New |
$12.8K - $12.8K
|
214
$12.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
200+ 1.19% |
$11.9K - $12K
|
17K
$1.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
185+ 1.18% |
$11K - $11.1K
|
15.8K
$947K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
175+ 1.06% |
$10.4K - $10.5K
|
16.7K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
145+ 74.74% |
$8.64K - $8.69K
|
339
$20.3K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
133+ 2.1% |
$7.93K - $7.97K
|
6.48K
$389K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
133+ 1.66% |
$7.93K - $7.97K
|
8.15K
$488K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
124New |
$7.39K - $7.43K
|
124
$7.43K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
114+ 0.76% |
$6.8K - $6.83K
|
15.1K
$905K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
90New |
$5.37K - $5.39K
|
90
$5.4K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
87+ 1.11% |
$5.19K - $5.21K
|
7.95K
$476K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
72+ 3.0% |
$4.29K - $4.31K
|
2.47K
$148K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
72+ 1.01% |
$4.29K - $4.31K
|
7.18K
$431K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
68New |
$4.05K - $4.07K
|
68
$4.08K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
53+ 0.37% |
$3.16K - $3.18K
|
14.3K
$856K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
45+ 0.43% |
$2.68K - $2.7K
|
10.5K
$631K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
27New |
$1.61K - $1.62K
|
27
$1.62K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
27+ 0.66% |
$1.61K - $1.62K
|
4.11K
$247K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
19+ 6.76% |
$1.13K - $1.14K
|
300
$18K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
17+ 0.87% |
$1.01K - $1.02K
|
1.98K
$119K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
17+ 0.24% |
$1.01K - $1.02K
|
7.02K
$421K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
15+ 0.34% |
$894 - $899
|
4.37K
$262K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10+ 0.23% |
$596 - $599
|
4.43K
$265K
|