Purchases and Sales Made in Q2 2023 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 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 19, 2023
Q2 2023
|
Grant
|
SELL
|
- |
-25.9K- 45.03% |
$1.54M - $1.55M
|
31.6K
$1.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-27.7K- 28.27% |
$1.65M - $1.66M
|
70.3K
$4.22M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-28.5K- 7.21% |
$1.69M - $1.7M
|
367K
$22M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.3K- 7.96% |
$1.74M - $1.75M
|
339K
$20.3M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-29.5K- 18.64% |
$1.75M - $1.76M
|
129K
$7.73M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.4K- 6.56% |
$1.81M - $1.82M
|
433K
$26M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35.2K- 1.21% |
$2.09M - $2.1M
|
2.88M
$173M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-35.3K- 75.7% |
$2.1M - $2.11M
|
11.3K
$679K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-37.8K- 39.52% |
$2.24M - $2.26M
|
57.8K
$3.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-38.9K- 25.92% |
$2.31M - $2.32M
|
111K
$6.66M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-42.8K- 19.25% |
$2.54M - $2.56M
|
179K
$10.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-49.4K- 37.68% |
$2.93M - $2.95M
|
81.6K
$4.89M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-56.6K- 31.67% |
$3.36M - $3.38M
|
122K
$7.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-57K- 34.18% |
$3.39M - $3.41M
|
110K
$6.58M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-61.1K- 36.42% |
$3.63M - $3.65M
|
107K
$6.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
SELL
|
- |
-66.9K- 11.0% |
$3.98M - $4M
|
541K
$32.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-67.2K- 23.65% |
$3.99M - $4.01M
|
217K
$13M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-68.6K- 16.95% |
$4.08M - $4.1M
|
336K
$20.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-70.1K- 19.88% |
$4.16M - $4.19M
|
283K
$16.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-72.7K- 4.78% |
$4.32M - $4.35M
|
1.45M
$86.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-74.8K- 99.77% |
$4.44M - $4.47M
|
170
$10.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-76.4K- 1.36% |
$4.54M - $4.56M
|
5.52M
$331M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-80.9K- 62.68% |
$4.8M - $4.83M
|
48.2K
$2.89M
|
|
|
Jul 27, 2023
Q2 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-84.1K- 62.37% |
$5M - $5.02M
|
50.7K
$3.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-87.7K- 53.0% |
$5.21M - $5.24M
|
77.7K
$4.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-100K- 42.68% |
$5.96M - $5.99M
|
135K
$8.08M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-100K- 6.75% |
$5.97M - $6M
|
1.39M
$83.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-104K- 94.34% |
$6.19M - $6.23M
|
6.25K
$375K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-107K- 22.31% |
$6.36M - $6.4M
|
373K
$22.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-110K- 89.31% |
$6.53M - $6.57M
|
13.2K
$788K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-111K- 63.53% |
$6.6M - $6.64M
|
63.8K
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-113K- 24.56% |
$6.72M - $6.75M
|
347K
$20.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-120K- 43.34% |
$7.1M - $7.14M
|
156K
$9.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-127K- 33.11% |
$7.56M - $7.6M
|
257K
$15.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-138K- 46.6% |
$8.22M - $8.26M
|
158K
$9.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-141K- 10.59% |
$8.36M - $8.41M
|
1.19M
$71.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-142K- 34.85% |
$8.42M - $8.47M
|
265K
$15.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-142K- 51.37% |
$8.44M - $8.48M
|
134K
$8.06M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-146K- 7.51% |
$8.67M - $8.71M
|
1.8M
$108M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-156K- 16.42% |
$9.26M - $9.31M
|
793K
$47.6M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-172K- 8.58% |
$10.2M - $10.3M
|
1.83M
$110M
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-186K- 58.45% |
$11.1M - $11.1M
|
133K
$7.95M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-189K- 19.15% |
$11.2M - $11.3M
|
798K
$47.8M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-201K- 42.91% |
$11.9M - $12M
|
267K
$16M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-214K- 38.71% |
$12.7M - $12.8M
|
339K
$20.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-252K- 41.31% |
$15M - $15.1M
|
358K
$21.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-258K- 16.14% |
$15.3M - $15.4M
|
1.34M
$80.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-258K- 2.43% |
$15.3M - $15.4M
|
10.3M
$620M
|
|
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
SELL
|
- |
-268K- 92.53% |
$15.9M - $16M
|
21.7K
$1.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-275K- 85.51% |
$16.3M - $16.4M
|
46.6K
$2.79M
|