Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
27.7MNew |
$1.65B - $1.65B
|
27.7M
$1.66B
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.41M+ 953.77% |
$143M - $143M
|
2.66M
$160M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.06M+ 43.66% |
$122M - $123M
|
6.78M
$406M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.9M+ 20.82% |
$113M - $113M
|
11M
$660M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.9M+ 20.82% |
$113M - $113M
|
11M
$660M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.18M+ 42.55% |
$70.3M - $70.5M
|
3.97M
$238M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.16M+ 1813.71% |
$69.1M - $69.3M
|
1.23M
$73.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
921K+ 101.6% |
$54.7M - $54.9M
|
1.83M
$110M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
851K+ 32.66% |
$50.5M - $50.7M
|
3.46M
$207M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
678K+ 33.17% |
$40.2M - $40.4M
|
2.72M
$163M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
621K+ 99.61% |
$36.9M - $37M
|
1.24M
$74.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
555K+ 3762.85% |
$33M - $33.1M
|
570K
$34.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
524K+ 107.9% |
$31.1M - $31.2M
|
1.01M
$60.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
360K+ 401.13% |
$21.4M - $21.4M
|
449K
$26.9M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
360K+ 401.13% |
$21.4M - $21.4M
|
449K
$26.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
324K+ 10.22% |
$19.2M - $19.3M
|
3.49M
$210M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
318K+ 195.72% |
$18.9M - $19M
|
481K
$28.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
278K+ 135.56% |
$16.5M - $16.5M
|
482K
$28.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
273K+ 7712.11% |
$16.2M - $16.2M
|
276K
$16.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
267K+ 50.28% |
$15.8M - $15.9M
|
797K
$47.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
265K+ 369.08% |
$15.8M - $15.8M
|
337K
$20.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
255K+ 51.26% |
$15.1M - $15.2M
|
751K
$45M
|
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
244K+ 98.97% |
$14.5M - $14.5M
|
490K
$29.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
237K+ 18.07% |
$14.1M - $14.1M
|
1.55M
$93M
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
225KNew |
$13.3M - $13.4M
|
225K
$13.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
213K+ 67.22% |
$12.7M - $12.7M
|
531K
$31.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
203K+ 240.99% |
$12.1M - $12.1M
|
287K
$17.2M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
179KNew |
$10.6M - $10.7M
|
179K
$10.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
177K+ 76.59% |
$10.5M - $10.6M
|
409K
$24.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
149K+ 354.38% |
$8.84M - $8.86M
|
191K
$11.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
148KNew |
$8.79M - $8.82M
|
148K
$8.88M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
144K+ 64.59% |
$8.56M - $8.58M
|
367K
$22M
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
144KNew |
$8.54M - $8.57M
|
144K
$8.63M
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
143K+ 153.34% |
$8.52M - $8.54M
|
237K
$14.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
143KNew |
$8.48M - $8.51M
|
143K
$8.56M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
124KNew |
$7.36M - $7.39M
|
124K
$7.43M
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
120KNew |
$7.13M - $7.15M
|
120K
$7.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
111KNew |
$6.61M - $6.63M
|
111K
$6.68M
|
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
106KNew |
$6.32M - $6.34M
|
106K
$6.39M
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
106K+ 106135.0% |
$6.3M - $6.32M
|
106K
$6.37M
|
|
|
Jul 11, 2022
Q2 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
103KNew |
$6.14M - $6.16M
|
103K
$6.2M
|
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
BUY
|
- |
103KNew |
$6.11M - $6.13M
|
103K
$6.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
83K+ 270.24% |
$4.93M - $4.94M
|
114K
$6.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
81K+ 64.2% |
$4.81M - $4.82M
|
207K
$12.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
79.7KNew |
$4.73M - $4.75M
|
79.7K
$4.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
77.2KNew |
$4.58M - $4.6M
|
77.2K
$4.63M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
74.3KNew |
$4.41M - $4.43M
|
74.3K
$4.46M
|
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
73.6KNew |
$4.37M - $4.39M
|
73.6K
$4.41M
|
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
72.7K+ 828.36% |
$4.32M - $4.33M
|
81.5K
$4.89M
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
69.2KNew |
$4.11M - $4.12M
|
69.2K
$4.15M
|