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 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-805- 17.09% |
$48K - $48.2K
|
3.91K
$234K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-875- 29.9% |
$52.2K - $52.4K
|
2.05K
$123K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-957- 8.06% |
$57.1K - $57.3K
|
10.9K
$655K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1K- 18.45% |
$59.6K - $59.9K
|
4.42K
$265K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 13.71% |
$63.5K - $63.8K
|
6.7K
$402K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.07K- 2.49% |
$63.9K - $64.2K
|
42K
$2.52M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.08K- 17.82% |
$64.2K - $64.5K
|
4.96K
$297K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.12K- 21.16% |
$66.8K - $67.2K
|
4.18K
$250K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 15.89% |
$71.5K - $71.9K
|
6.35K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-1.2K- 6.2% |
$71.6K - $72K
|
18.2K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1.24K- 5.65% |
$73.9K - $74.3K
|
20.7K
$1.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.29K- 13.99% |
$76.7K - $77.1K
|
7.91K
$474K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.36K- 4.29% |
$80.9K - $81.3K
|
30.3K
$1.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.39K- 6.37% |
$82.8K - $83.2K
|
20.4K
$1.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.47K- 42.04% |
$87.3K - $87.8K
|
2.02K
$121K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.49K- 8.16% |
$88.8K - $89.2K
|
16.8K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.54K- 6.29% |
$92.1K - $92.5K
|
23K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 6.64% |
$94.4K - $94.9K
|
22.3K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.6K- 3.73% |
$95.2K - $95.7K
|
41.3K
$2.47M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-1.63K- 19.69% |
$97.3K - $97.8K
|
6.66K
$399K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.64K- 1.7% |
$97.9K - $98.4K
|
95.2K
$5.7M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.73K- 38.38% |
$103K - $104K
|
2.77K
$166K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.88K- 3.3% |
$112K - $112K
|
55K
$3.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.89K- 7.7% |
$113K - $113K
|
22.6K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
SELL
|
- |
-1.93K- 7.44% |
$115K - $115K
|
24K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.97K- 1.57% |
$118K - $118K
|
124K
$7.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.99K- 7.58% |
$119K - $119K
|
24.3K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2K- 16.16% |
$119K - $120K
|
10.4K
$621K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.19K- 28.52% |
$131K - $131K
|
5.49K
$329K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.27K- 3.88% |
$135K - $136K
|
56.2K
$3.37M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-2.34K- 48.01% |
$140K - $140K
|
2.54K
$152K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.38K- 7.88% |
$142K - $142K
|
27.8K
$1.67M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.5K- 39.37% |
$149K - $150K
|
3.85K
$231K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.51K- 3.75% |
$150K - $150K
|
64.5K
$3.86M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.54K- 7.58% |
$151K - $152K
|
30.9K
$1.85M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-2.58K- 28.4% |
$154K - $155K
|
6.51K
$390K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-2.72K- 8.82% |
$162K - $163K
|
28.1K
$1.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-2.78K- 1.75% |
$166K - $166K
|
156K
$9.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.79K- 5.67% |
$166K - $167K
|
46.3K
$2.78M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.84K- 34.13% |
$169K - $170K
|
5.48K
$328K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.05K- 21.03% |
$182K - $183K
|
11.4K
$686K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.18K- 1.2% |
$189K - $190K
|
261K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-3.33K- 4.26% |
$199K - $200K
|
74.9K
$4.49M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-3.38K- 9.28% |
$202K - $203K
|
33.1K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.39K- 26.37% |
$202K - $203K
|
9.46K
$567K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.67K- 7.73% |
$219K - $220K
|
43.8K
$2.62M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.68K- 38.26% |
$219K - $220K
|
5.93K
$356K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.75K- 14.99% |
$224K - $225K
|
21.3K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.78K- 16.54% |
$226K - $227K
|
19.1K
$1.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4.41K- 24.0% |
$263K - $264K
|
14K
$837K
|