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 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-22.1K- 11.53% |
$1.32M - $1.32M
|
169K
$10.2M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-22.1K- 69.79% |
$1.32M - $1.33M
|
9.58K
$574K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-22.7K- 9.93% |
$1.36M - $1.36M
|
206K
$12.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-22.8K- 44.88% |
$1.36M - $1.37M
|
28K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-23.9K- 81.73% |
$1.43M - $1.43M
|
5.35K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.8K- 5.23% |
$1.48M - $1.49M
|
450K
$27M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-25.6K- 15.33% |
$1.52M - $1.53M
|
141K
$8.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-25.6K- 15.36% |
$1.53M - $1.53M
|
141K
$8.46M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-26K- 14.33% |
$1.55M - $1.56M
|
155K
$9.3M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-28.1K- 12.41% |
$1.68M - $1.68M
|
198K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28.3KClosed |
$1.69M - $1.7M
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-29.7K- 10.05% |
$1.77M - $1.78M
|
266K
$15.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-30.1K- 51.52% |
$1.79M - $1.8M
|
28.3K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-30.3K- 9.24% |
$1.81M - $1.81M
|
298K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-31K- 43.0% |
$1.85M - $1.85M
|
41K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-31.2K- 20.83% |
$1.86M - $1.87M
|
119K
$7.11M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-31.4K- 2.42% |
$1.87M - $1.88M
|
1.27M
$76M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-31.9K- 17.36% |
$1.9M - $1.91M
|
152K
$9.1M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-32.4K- 68.2% |
$1.93M - $1.94M
|
15.1K
$905K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-36.6K- 46.14% |
$2.18M - $2.19M
|
42.8K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-47.2K- 73.06% |
$2.81M - $2.83M
|
17.4K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-47.2K- 72.64% |
$2.82M - $2.83M
|
17.8K
$1.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-52.1K- 82.56% |
$3.11M - $3.12M
|
11K
$660K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-52.7K- 82.97% |
$3.14M - $3.16M
|
10.8K
$649K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-54KClosed |
$3.22M - $3.23M
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-55.4K- 34.21% |
$3.3M - $3.32M
|
107K
$6.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-58.7K- 90.63% |
$3.5M - $3.52M
|
6.07K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-62.1K- 51.28% |
$3.71M - $3.72M
|
59K
$3.54M
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-64.8K- 83.31% |
$3.87M - $3.88M
|
13K
$778K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-67.3K- 88.58% |
$4.01M - $4.03M
|
8.68K
$520K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-68.1K- 14.61% |
$4.06M - $4.08M
|
398K
$23.9M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-68.4K- 22.83% |
$4.08M - $4.1M
|
231K
$13.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-69.2K- 5.89% |
$4.12M - $4.14M
|
1.1M
$66.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-71.7K- 38.98% |
$4.27M - $4.29M
|
112K
$6.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-78.6K- 93.56% |
$4.68M - $4.71M
|
5.41K
$324K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-81.2K- 24.92% |
$4.84M - $4.87M
|
245K
$14.7M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-82.4K- 24.78% |
$4.91M - $4.93M
|
250K
$15M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-91.9K- 58.99% |
$5.48M - $5.51M
|
63.9K
$3.83M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-96.7K- 50.33% |
$5.77M - $5.8M
|
95.5K
$5.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-101K- 90.63% |
$6.03M - $6.06M
|
10.4K
$626K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-114K- 89.65% |
$6.8M - $6.84M
|
13.2K
$790K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-116K- 8.69% |
$6.91M - $6.94M
|
1.22M
$73M
|
|
|
Apr 11, 2024
Q1 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-123K- 77.32% |
$7.33M - $7.36M
|
36K
$2.16M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-141K- 27.44% |
$8.39M - $8.43M
|
372K
$22.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-143K- 75.53% |
$8.53M - $8.57M
|
46.3K
$2.78M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-144K- 93.26% |
$8.57M - $8.61M
|
10.4K
$622K
|
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-162K- 46.98% |
$9.69M - $9.74M
|
183K
$11M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-167K- 11.16% |
$9.97M - $10M
|
1.33M
$79.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-177K- 52.65% |
$10.5M - $10.6M
|
159K
$9.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-203K- 17.54% |
$12.1M - $12.2M
|
955K
$57.2M
|