Purchases and Sales Made in Q2 2023 in First Tr Enhanced Traded Fd Iv (FTSM)

FTSM Quotes by TradingView

This table provides information about the institutional ownership of First Tr Enhanced Traded Fd Iv (FTSM) during Q2 2023. 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
Jul 10, 2023 Q2 2023
Castle Rock Wealth Management, LLC

BUY
 -
3.64K
+ 6.49%
$216K - $217K
59.7K $3.58M
Jul 13, 2023 Q2 2023
Qp Wealth Management, LLC

BUY
 -
3.61K
New
$215K - $216K
3.61K $216K
Jul 12, 2023 Q2 2023
Ewg Elevate Inc.

BUY
 -
3.56K
+ 7.28%
$211K - $213K
52.5K $3.15M
Jul 19, 2023 Q2 2023
Tfg Advisers LLC

BUY
 -
3.49K
New
$207K - $209K
3.49K $209K
Aug 10, 2023 Q2 2023
Ground Swell Capital, LLC

Folly Beach, SC
BUY
 -
3.48K
New
$206K - $208K
3.48K $208K
Jul 13, 2023 Q2 2023
Crescent Grove Advisors, LLC

BUY
 -
3.4K
New
$202K - $203K
3.4K $204K
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
3.07K
+ 11.14%
$183K - $184K
30.7K $1.84M
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
3.06K
+ 6.12%
$182K - $183K
53.1K $3.18M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
2.97K
+ 0.33%
$177K - $177K
909K $54.5M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
2.9K
New
$172K - $173K
2.9K $174K
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
2.79K
+ 22.54%
$166K - $167K
15.2K $911K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
2.63K
+ 20.42%
$156K - $157K
15.5K $928K
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
2.51K
+ 53.14%
$149K - $150K
7.24K $434K
Jul 17, 2023 Q2 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
2.42K
+ 32.83%
$144K - $145K
9.79K $587K
Jul 25, 2023 Q2 2023
Strid Group, LLC

BUY
 -
2.29K
+ 5.12%
$136K - $137K
47K $2.82M
Aug 09, 2023 Q2 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
2.29K
+ 7.34%
$136K - $137K
33.4K $2M
Aug 11, 2023 Q2 2023
Tru Independence LLC

BUY
 -
2.26K
+ 9.69%
$134K - $135K
25.6K $1.53M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
2.07K
+ 2.9%
$123K - $123K
73.3K $4.39M
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
1.78K
+ 4.9%
$106K - $106K
38.1K $2.29M
Jul 11, 2023 Q2 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
1.69K
+ 4.99%
$101K - $101K
35.6K $2.14M
Aug 01, 2023 Q2 2023
Ifrah Financial Services, Inc.

BUY
 -
1.61K
+ 1.56%
$95.4K - $95.9K
105K $6.28M
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.51K
+ 2.8%
$89.9K - $90.4K
55.5K $3.33M
Aug 14, 2023 Q2 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
1.48K
+ 11.02%
$87.9K - $88.4K
14.9K $894K
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
1.39K
+ 9.97%
$82.3K - $82.8K
15.3K $916K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.33K
+ 1.76%
$79K - $79.4K
76.7K $4.6M
Jul 20, 2023 Q2 2023
Pcg Wealth Advisors, LLC

BUY
 -
1.27K
+ 1.93%
$75.3K - $75.7K
66.9K $4.01M
Aug 15, 2023 Q2 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
1.25K
+ 59.46%
$74.5K - $74.9K
3.36K $202K
Apr 22, 2024 Q2 2023
Fee Only Financial Planning, L.C.

Okatie, SC
BUY
 -
1.21K
+ 3.88%
$71.6K - $72K
32.3K $1.94M
Aug 07, 2023 Q2 2023
Fee Only Financial Planning, L.C.

Okatie, SC
BUY
 -
1.21K
+ 3.88%
$71.6K - $72K
32.3K $1.94M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.06K
+ 0.78%
$63K - $63.4K
137K $8.23M
Aug 14, 2023 Q2 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
1K
+ 16.67%
$59.4K - $59.7K
7K $420K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
962
+ 3.27%
$57.2K - $57.5K
30.4K $1.82M
Aug 09, 2023 Q2 2023
Holistic Financial Partners

BUY
 -
956
+ 9.3%
$56.8K - $57.1K
11.2K $674K
Jul 18, 2023 Q2 2023
Atwood & Palmer Inc

BUY
 -
950
+ 1.83%
$56.4K - $56.7K
53K $3.17M
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
802
+ 0.9%
$47.6K - $47.9K
90.4K $5.42M
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
787
+ 25.3%
$46.8K - $47K
3.9K $234K
Aug 07, 2023 Q2 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
763
+ 8.2%
$45.3K - $45.6K
10.1K $603K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
700
+ 40.94%
$41.6K - $41.8K
2.41K $144K
Jul 18, 2023 Q2 2023
Fsc Wealth Advisors, LLC

BUY
 -
697
+ 0.22%
$41.4K - $41.6K
322K $19.3M
Aug 03, 2023 Q2 2023
Triumph Capital Management

BUY
 -
695
+ 0.25%
$41.3K - $41.5K
280K $16.8M
Sep 07, 2023 Q2 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
660
+ 1.29%
$39.2K - $39.4K
51.7K $3.1M
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
632
+ 3.64%
$37.5K - $37.7K
18K $1.08M
Jul 21, 2023 Q2 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
596
+ 0.41%
$35.4K - $35.6K
145K $8.67M
Jul 24, 2023 Q2 2023
Paul Damon & Associates, Inc.

Grand Rapids, MI
BUY
 -
582
+ 0.34%
$34.6K - $34.8K
174K $10.4M
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
582
+ 11.84%
$34.6K - $34.8K
5.5K $330K
Jul 07, 2023 Q2 2023
Weitzel Financial Services, Inc.

BUY
 -
547
+ 0.34%
$32.5K - $32.7K
163K $9.77M
Jul 24, 2023 Q2 2023
Wealthpoint, LLC

BUY
 -
543
+ 7.33%
$32.3K - $32.4K
7.95K $477K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
504
New
$29.9K - $30.1K
504 $30.2K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
486
+ 6.97%
$28.9K - $29K
7.46K $447K

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