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 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-4.75K- 10.35% |
$283K - $284K
|
41.1K
$2.47M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.92K- 5.52% |
$293K - $295K
|
84.2K
$5.04M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-5.16K- 36.45% |
$308K - $309K
|
9K
$539K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-5.23K- 20.05% |
$312K - $313K
|
20.8K
$1.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-5.6K- 18.24% |
$334K - $336K
|
25.1K
$1.51M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.64K- 32.01% |
$336K - $338K
|
12K
$719K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-5.7K- 30.52% |
$340K - $341K
|
13K
$778K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.79K- 10.33% |
$345K - $347K
|
50.3K
$3.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-5.92K- 2.7% |
$353K - $354K
|
213K
$12.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.96K- 30.6% |
$355K - $357K
|
13.5K
$811K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6K- 5.36% |
$357K - $359K
|
106K
$6.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-6.09K- 4.45% |
$363K - $365K
|
131K
$7.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.15K- 6.36% |
$367K - $369K
|
90.6K
$5.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-6.19K- 27.08% |
$369K - $371K
|
16.7K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-6.24K- 48.3% |
$372K - $374K
|
6.67K
$400K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.63K- 20.42% |
$395K - $397K
|
25.8K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6.65K- 6.66% |
$397K - $398K
|
93.3K
$5.59M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.89K- 8.88% |
$411K - $413K
|
70.7K
$4.24M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-7.2K- 3.21% |
$430K - $432K
|
217K
$13M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.4K- 1.72% |
$441K - $443K
|
424K
$25.4M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-7.6K- 17.73% |
$453K - $456K
|
35.3K
$2.12M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-7.62K- 3.21% |
$454K - $457K
|
230K
$13.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
SELL
|
- |
-8.1K- 23.92% |
$483K - $485K
|
25.8K
$1.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-8.85K- 99.56% |
$528K - $530K
|
39
$2.34K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.9K- 7.8% |
$531K - $533K
|
105K
$6.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.02K- 41.37% |
$537K - $540K
|
12.8K
$766K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.26K- 35.89% |
$552K - $555K
|
16.5K
$992K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.65K- 12.38% |
$576K - $578K
|
68.3K
$4.1M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-10.2K- 21.61% |
$611K - $614K
|
37.2K
$2.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 27.45% |
$626K - $629K
|
27.8K
$1.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-11.1K- 25.01% |
$663K - $667K
|
33.4K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-11.2K- 31.28% |
$667K - $670K
|
24.6K
$1.47M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.3K- 21.86% |
$671K - $675K
|
40.3K
$2.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-11.5K- 4.05% |
$687K - $690K
|
273K
$16.3M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.7K- 46.47% |
$699K - $703K
|
13.5K
$810K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-12.3K- 12.02% |
$734K - $737K
|
90.1K
$5.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-13.5K- 18.12% |
$808K - $812K
|
61.2K
$3.67M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14.1K- 4.97% |
$838K - $842K
|
268K
$16.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-14.1K- 23.13% |
$843K - $847K
|
47K
$2.82M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-14.3K- 38.55% |
$851K - $855K
|
22.7K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-14.4K- 76.01% |
$856K - $860K
|
4.53K
$272K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-14.6K- 6.54% |
$869K - $873K
|
208K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14.9K- 7.64% |
$886K - $891K
|
180K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-15.9K- 6.25% |
$945K - $950K
|
238K
$14.3M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-16.1K- 22.1% |
$960K - $965K
|
56.8K
$3.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-16.7K- 2.75% |
$996K - $1M
|
592K
$35.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-19.7K- 34.02% |
$1.17M - $1.18M
|
38.1K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20.6K- 5.71% |
$1.23M - $1.23M
|
339K
$20.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-20.7K- 3.65% |
$1.24M - $1.24M
|
547K
$32.8M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-21.7K- 6.23% |
$1.29M - $1.3M
|
326K
$19.6M
|