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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.2K+ 3.87% |
$71.3K - $71.5K
|
32.2K
$1.93M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
984+ 5.92% |
$58.4K - $58.6K
|
17.6K
$1.06M
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
756+ 859.09% |
$44.9K - $45K
|
844
$50.6K
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
707+ 3.77% |
$42K - $42.1K
|
19.5K
$1.17M
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
673+ 6.85% |
$40K - $40.1K
|
10.5K
$630K
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
575+ 18.19% |
$34.1K - $34.3K
|
3.74K
$224K
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
532+ 0.42% |
$31.6K - $31.7K
|
126K
$7.55M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
519+ 38.5% |
$30.8K - $30.9K
|
1.87K
$112K
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
470New |
$27.9K - $28K
|
470
$28.2K
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
468+ 3.26% |
$27.8K - $27.9K
|
14.8K
$889K
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
445New |
$26.4K - $26.5K
|
445
$26.7K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
441+ 1.01% |
$26.2K - $26.3K
|
44.1K
$2.65M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
405+ 166.67% |
$24K - $24.1K
|
648
$38.8K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
345+ 4.63% |
$20.5K - $20.6K
|
7.79K
$467K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
338+ 59.3% |
$20.1K - $20.1K
|
908
$54.4K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
316+ 7.26% |
$18.8K - $18.8K
|
4.67K
$280K
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
301+ 2.44% |
$17.9K - $17.9K
|
12.6K
$758K
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
185+ 1.89% |
$11K - $11K
|
10K
$599K
|
|
Jul 18, 2022
Q2 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
132+ 0.89% |
$7.84K - $7.86K
|
14.9K
$895K
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
130+ 0.43% |
$7.72K - $7.74K
|
30.6K
$1.84M
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
107New |
$6.35K - $6.37K
|
107
$6.41K
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
92+ 0.86% |
$5.46K - $5.48K
|
10.8K
$649K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
64New |
$3.8K - $3.81K
|
64
$3.84K
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
15+ 0.16% |
$891 - $894
|
9.66K
$579K
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
14+ 0.15% |
$831 - $834
|
9.56K
$573K
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
12+ 0.08% |
$713 - $715
|
14.8K
$888K
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5+ 0.04% |
$297 - $298
|
11.4K
$685K
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.19% |
$238 - $238
|
2.1K
$126K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4New |
$238 - $238
|
4
$240
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.03% |
$178 - $179
|
10.6K
$636K
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.03% |
$119 - $119
|
7.04K
$422K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 6.45% |
$119 - $119
|
33
$1.98K
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$59.4 - $59.6
|
4.41K
$264K
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 1.67% |
$119 - $119
|
118
$7.07K
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-4- 0.04% |
$238 - $238
|
10.7K
$644K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9- 7.83% |
$534 - $536
|
106
$6.35K
|
|
Jul 15, 2022
Q2 2022
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-10- 0.04% |
$594 - $596
|
25.4K
$1.52M
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-10- 0.11% |
$594 - $596
|
9.15K
$548K
|
|
Jul 19, 2022
Q2 2022
|
Refined Wealth Management
|
SELL
|
- |
-18- 0.08% |
$1.07K - $1.07K
|
23K
$1.38M
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-18- 0.2% |
$1.07K - $1.07K
|
9.06K
$543K
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-34Closed |
$2.02K - $2.03K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-37Closed |
$2.2K - $2.2K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-53Closed |
$3.15K - $3.16K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-67- 0.43% |
$3.98K - $3.99K
|
15.6K
$937K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-90Closed |
$5.34K - $5.36K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-126- 2.16% |
$7.48K - $7.51K
|
5.71K
$342K
|
|
Aug 09, 2022
Q2 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-127- 2.11% |
$7.54K - $7.57K
|
5.89K
$353K
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-152- 3.33% |
$9.03K - $9.05K
|
4.41K
$264K
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-189- 1.7% |
$11.2K - $11.3K
|
10.9K
$654K
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-200- 1.64% |
$11.9K - $11.9K
|
12K
$718K
|