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 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-200- 3.52% |
$11.9K - $11.9K
|
5.48K
$328K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-244- 0.9% |
$14.5K - $14.5K
|
26.9K
$1.61M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-336- 56.0% |
$20K - $20K
|
264
$15.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-345Closed |
$20.5K - $20.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-417- 4.68% |
$24.8K - $24.8K
|
8.49K
$509K
|
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-449Closed |
$26.7K - $26.7K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-458- 3.79% |
$27.2K - $27.3K
|
11.6K
$697K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-463- 1.39% |
$27.5K - $27.6K
|
32.8K
$1.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-492- 5.68% |
$29.2K - $29.3K
|
8.18K
$490K
|
|
|
Jul 26, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-493- 5.56% |
$29.3K - $29.4K
|
8.37K
$502K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-501- 26.85% |
$29.7K - $29.8K
|
1.37K
$81.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-513- 3.21% |
$30.5K - $30.6K
|
15.4K
$926K
|
|
|
Jul 11, 2022
Q2 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-535- 3.28% |
$31.8K - $31.9K
|
15.8K
$946K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-553- 10.61% |
$32.8K - $32.9K
|
4.66K
$279K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-558- 3.57% |
$33.1K - $33.2K
|
15.1K
$904K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-630- 9.49% |
$37.4K - $37.5K
|
6.01K
$360K
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-700- 9.97% |
$41.6K - $41.7K
|
6.32K
$379K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-786- 6.27% |
$46.7K - $46.8K
|
11.7K
$704K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-830- 16.02% |
$49.3K - $49.4K
|
4.35K
$261K
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-1.01K- 22.69% |
$59.9K - $60K
|
3.44K
$206K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.08K- 10.4% |
$64.1K - $64.3K
|
9.3K
$558K
|
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.11K- 15.31% |
$66K - $66.2K
|
6.15K
$369K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.11K- 1.56% |
$66.1K - $66.3K
|
70.3K
$4.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-1.15K- 25.99% |
$68.3K - $68.5K
|
3.28K
$196K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-1.16K- 6.7% |
$69K - $69.2K
|
16.2K
$969K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.3K- 5.14% |
$77.4K - $77.7K
|
24.1K
$1.44M
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.32K- 5.4% |
$78.2K - $78.5K
|
23.1K
$1.38M
|
|
|
Aug 05, 2022
Q2 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-1.34K- 12.69% |
$79.7K - $80K
|
9.24K
$554K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-1.41K- 11.89% |
$83.6K - $83.9K
|
10.4K
$626K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.52K- 4.73% |
$90.3K - $90.5K
|
30.6K
$1.84M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.65K- 11.8% |
$98.2K - $98.5K
|
12.4K
$741K
|
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.67K- 3.42% |
$99.4K - $99.7K
|
47.2K
$2.83M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.7K- 24.58% |
$101K - $101K
|
5.22K
$313K
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.75K- 4.4% |
$104K - $104K
|
38K
$2.28M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.79K- 2.83% |
$106K - $107K
|
61.4K
$3.68M
|
|
|
Aug 04, 2022
Q2 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-1.86K- 17.93% |
$111K - $111K
|
8.52K
$511K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.88K- 28.17% |
$111K - $112K
|
4.79K
$287K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.91K- 4.82% |
$114K - $114K
|
37.8K
$2.27M
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.12K- 5.99% |
$126K - $126K
|
33.2K
$1.99M
|
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-2.15K- 1.33% |
$128K - $128K
|
160K
$9.57M
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.21K- 7.62% |
$131K - $132K
|
26.8K
$1.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-2.26K- 1.69% |
$134K - $134K
|
131K
$7.88M
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.31K- 33.6% |
$137K - $138K
|
4.57K
$274K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.35K- 2.58% |
$140K - $140K
|
88.9K
$5.33M
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.37K- 16.58% |
$141K - $141K
|
11.9K
$714K
|
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.64K- 11.24% |
$157K - $157K
|
20.8K
$1.25M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.65K- 6.76% |
$157K - $158K
|
36.6K
$2.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.79K- 14.35% |
$166K - $166K
|
16.6K
$998K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.24K- 23.36% |
$192K - $193K
|
10.6K
$636K
|
|
|
Aug 09, 2022
Q2 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-3.3K- 32.62% |
$196K - $196K
|
6.81K
$408K
|