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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.59K+ 4.11% |
$154K - $155K
|
65.7K
$3.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.5K+ 24.1% |
$149K - $150K
|
12.9K
$772K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.5K+ 100.0% |
$149K - $150K
|
5K
$300K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.29K+ 3.07% |
$136K - $137K
|
76.9K
$4.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.19K+ 3.71% |
$130K - $131K
|
61.2K
$3.67M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.99KNew |
$119K - $119K
|
1.99K
$120K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.95K+ 36.11% |
$116K - $117K
|
7.36K
$441K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.95K+ 1.28% |
$116K - $116K
|
153K
$9.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.89K+ 53.59% |
$112K - $113K
|
5.41K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.85K+ 5.16% |
$110K - $111K
|
37.8K
$2.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.65KNew |
$98.3K - $98.7K
|
1.65K
$98.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.64K+ 3.53% |
$97.4K - $97.8K
|
47.9K
$2.87M
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.61K+ 1.53% |
$96.1K - $96.5K
|
107K
$6.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.5K+ 4.13% |
$89.4K - $89.8K
|
37.9K
$2.27M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.27KNew |
$75.4K - $75.8K
|
1.27K
$76K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.25K+ 1893.94% |
$74.4K - $74.8K
|
1.32K
$78.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
1.21K+ 4.89% |
$72.1K - $72.4K
|
26K
$1.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.17K+ 2.48% |
$69.5K - $69.8K
|
48.2K
$2.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
956+ 9.1% |
$56.9K - $57.2K
|
11.5K
$687K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
870+ 0.82% |
$51.8K - $52K
|
107K
$6.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
722+ 16.03% |
$43K - $43.2K
|
5.23K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
635+ 4.9% |
$37.8K - $38K
|
13.6K
$815K
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
618+ 5.92% |
$36.8K - $37K
|
11.1K
$663K
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
613+ 5.61% |
$36.5K - $36.7K
|
11.5K
$692K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
567New |
$33.8K - $33.9K
|
567
$34K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
538+ 1.96% |
$32K - $32.2K
|
28K
$1.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
514+ 12.71% |
$30.6K - $30.7K
|
4.56K
$273K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
444+ 6.82% |
$26.4K - $26.6K
|
6.96K
$417K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
435New |
$25.9K - $26K
|
435
$26.1K
|
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
387+ 5.22% |
$23K - $23.1K
|
7.8K
$468K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
335New |
$19.9K - $20K
|
335
$20.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
246+ 1.45% |
$14.6K - $14.7K
|
17.2K
$1.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
237+ 1.26% |
$14.1K - $14.2K
|
19.1K
$1.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
225+ 1.42% |
$13.4K - $13.5K
|
16K
$961K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
214+ 1.28% |
$12.7K - $12.8K
|
16.9K
$1.01M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
173+ 1.04% |
$10.3K - $10.3K
|
16.9K
$1.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
161+ 0.17% |
$9.59K - $9.63K
|
95.3K
$5.71M
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
155+ 0.65% |
$9.23K - $9.27K
|
24.1K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
151+ 6.11% |
$8.99K - $9.03K
|
2.62K
$157K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
143+ 3.23% |
$8.52K - $8.55K
|
4.57K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
117New |
$6.97K - $7K
|
117
$7.01K
|
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
101+ 0.66% |
$6.01K - $6.04K
|
15.5K
$928K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
96+ 1.01% |
$5.72K - $5.74K
|
9.56K
$573K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
87+ 5.86% |
$5.18K - $5.2K
|
1.57K
$94.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
87+ 0.52% |
$5.18K - $5.2K
|
16.8K
$1.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
83+ 2.04% |
$4.94K - $4.96K
|
4.16K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
67+ 1.03% |
$3.99K - $4.01K
|
6.55K
$393K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
66New |
$3.93K - $3.95K
|
66
$3.96K
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
52+ 1.01% |
$3.1K - $3.11K
|
5.18K
$310K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
50+ 0.54% |
$2.98K - $2.99K
|
9.35K
$560K
|