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 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
6+ 0.12% |
$358 - $359
|
5.13K
$307K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.1% |
$298 - $300
|
4.92K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4+ 3.23% |
$238 - $240
|
128
$7.67K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.78% |
$119 - $120
|
258
$15.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1+ 0.03% |
$59.6 - $59.9
|
3.87K
$232K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 1.1% |
$59.6 - $59.9
|
92
$5.52K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$59.6 - $59.9
|
1
$60
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 0.74% |
$238 - $240
|
533
$32K
|
|
|
Apr 18, 2024
Q1 2024
|
Refined Wealth Management
|
SELL
|
- |
-6- 0.04% |
$358 - $359
|
15.4K
$923K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-12- 0.38% |
$715 - $719
|
3.18K
$191K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-14- 0.04% |
$835 - $839
|
36K
$2.16M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-14- 26.92% |
$835 - $839
|
38
$2.28K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-22- 33.85% |
$1.31K - $1.32K
|
43
$2.58K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-25- 6.76% |
$1.49K - $1.5K
|
345
$20.7K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-29- 0.33% |
$1.73K - $1.74K
|
8.86K
$531K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-33- 0.78% |
$1.97K - $1.98K
|
4.21K
$252K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-38- 0.21% |
$2.27K - $2.28K
|
17.7K
$1.06M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-40- 27.78% |
$2.38K - $2.4K
|
104
$6.23K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-100- 0.49% |
$5.96K - $5.99K
|
20.5K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-116- 1.68% |
$6.92K - $6.95K
|
6.8K
$408K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-139- 46.64% |
$8.29K - $8.33K
|
159
$9.53K
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-175- 0.76% |
$10.4K - $10.5K
|
22.7K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-182- 1.22% |
$10.9K - $10.9K
|
14.7K
$881K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-187- 3.45% |
$11.1K - $11.2K
|
5.23K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-197- 0.71% |
$11.7K - $11.8K
|
27.5K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-204- 0.88% |
$12.2K - $12.2K
|
23K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-221- 53.51% |
$13.2K - $13.2K
|
192
$11.5K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-233- 2.5% |
$13.9K - $14K
|
9.08K
$544K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-260- 2.3% |
$15.5K - $15.6K
|
11K
$661K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-264- 2.13% |
$15.7K - $15.8K
|
12.1K
$726K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-282- 2.94% |
$16.8K - $16.9K
|
9.3K
$557K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-289- 2.5% |
$17.2K - $17.3K
|
11.3K
$675K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-308- 0.14% |
$18.4K - $18.5K
|
228K
$13.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-315- 1.39% |
$18.8K - $18.9K
|
22.3K
$1.34M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-317- 8.2% |
$18.9K - $19K
|
3.55K
$213K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-380- 4.28% |
$22.7K - $22.8K
|
8.49K
$509K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-400- 1.39% |
$23.8K - $24K
|
28.4K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-407Closed |
$24.3K - $24.4K
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-416- 0.2% |
$24.8K - $24.9K
|
212K
$12.7M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-425- 13.0% |
$25.3K - $25.5K
|
2.84K
$170K
|
|
|
May 09, 2024
Q1 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-445- 5.3% |
$26.5K - $26.7K
|
7.96K
$477K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-457- 3.93% |
$27.2K - $27.4K
|
11.2K
$670K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-467- 3.0% |
$27.8K - $28K
|
15.1K
$905K
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-550- 31.88% |
$32.8K - $33K
|
1.18K
$70.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-580- 1.69% |
$34.6K - $34.7K
|
33.8K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-604- 3.62% |
$36K - $36.2K
|
16.1K
$964K
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-627- 8.55% |
$37.4K - $37.6K
|
6.71K
$402K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-645- 5.78% |
$38.5K - $38.6K
|
10.5K
$630K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-698- 0.93% |
$41.6K - $41.8K
|
74.6K
$4.47M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-706- 4.94% |
$42.1K - $42.3K
|
13.6K
$815K
|