Purchases and Sales Made in Q2 2024 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 2024. 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 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
530K+ 6.6% |
$31.6M - $31.7M
|
8.57M
$514M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
328K+ 210.97% |
$19.5M - $19.6M
|
483K
$28.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
314K+ 279.98% |
$18.7M - $18.8M
|
426K
$25.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
192K+ 20.13% |
$11.4M - $11.5M
|
1.15M
$68.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
185KNew |
$11M - $11M
|
185K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
164K+ 14.56% |
$9.76M - $9.81M
|
1.29M
$77.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
108K+ 652.19% |
$6.44M - $6.47M
|
125K
$7.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
94.1K+ 20.91% |
$5.6M - $5.63M
|
544K
$32.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
91.7K+ 96.06% |
$5.46M - $5.48M
|
187K
$11.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
89.8K+ 29.94% |
$5.35M - $5.37M
|
390K
$23.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
74.9K+ 10.31% |
$4.46M - $4.48M
|
801K
$48M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
72.9K+ 42.23% |
$4.34M - $4.36M
|
245K
$14.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
69K+ 36.09% |
$4.11M - $4.13M
|
260K
$15.6M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
56.9K+ 525.5% |
$3.39M - $3.4M
|
67.7K
$4.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56.4K+ 4.24% |
$3.36M - $3.37M
|
1.39M
$83.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
54.7K+ 5.19% |
$3.26M - $3.27M
|
1.11M
$66.4M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
52.5K+ 20.15% |
$3.13M - $3.14M
|
313K
$18.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
50.9KNew |
$3.03M - $3.05M
|
50.9K
$3.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
47K+ 27.53% |
$2.8M - $2.81M
|
218K
$13M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
46.1KNew |
$2.75M - $2.76M
|
46.1K
$2.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
45.2K+ 10.43% |
$2.69M - $2.7M
|
478K
$28.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
43.6K+ 36.73% |
$2.59M - $2.61M
|
162K
$9.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
43K+ 11.17% |
$2.56M - $2.57M
|
427K
$25.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
39.7K+ 15.9% |
$2.37M - $2.38M
|
290K
$17.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
33.9K+ 18.96% |
$2.02M - $2.02M
|
212K
$12.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
32.3KNew |
$1.92M - $1.93M
|
32.3K
$1.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
32.2KNew |
$1.92M - $1.93M
|
32.2K
$1.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
32.2K+ 4.01% |
$1.92M - $1.93M
|
835K
$50M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.2K+ 4.46% |
$1.92M - $1.92M
|
753K
$45.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
31.4KNew |
$1.87M - $1.88M
|
31.4K
$1.88M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
28.8KNew |
$1.71M - $1.72M
|
28.8K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
28.7KNew |
$1.71M - $1.71M
|
28.7K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
28.2K+ 18.77% |
$1.68M - $1.69M
|
178K
$10.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
27.9K+ 19.85% |
$1.66M - $1.67M
|
168K
$10.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
26.9K+ 33.24% |
$1.6M - $1.61M
|
108K
$6.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
23.9KNew |
$1.43M - $1.43M
|
23.9K
$1.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
21.2KNew |
$1.26M - $1.27M
|
21.2K
$1.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.7K+ 5.72% |
$1.23M - $1.24M
|
383K
$23M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.8KNew |
$1.18M - $1.18M
|
19.8K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
17.5KNew |
$1.04M - $1.05M
|
17.5K
$1.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
16.8K+ 78.86% |
$999K - $1M
|
38.1K
$2.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
15KNew |
$890K - $894K
|
15K
$896K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.6K+ 65.21% |
$867K - $871K
|
36.9K
$2.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14K+ 7.39% |
$831K - $835K
|
203K
$12.2M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.5K+ 4.55% |
$806K - $810K
|
311K
$18.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
13K+ 20.27% |
$774K - $778K
|
77.1K
$4.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
12.7K+ 95.2% |
$756K - $760K
|
26K
$1.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12.6K+ 55.41% |
$750K - $754K
|
35.3K
$2.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12.4K+ 15.72% |
$738K - $741K
|
91.2K
$5.47M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
12.3KNew |
$734K - $737K
|
12.3K
$739K
|