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 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
42+ 0.49% |
$2.5K - $2.51K
|
8.54K
$512K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
40+ 0.49% |
$2.38K - $2.39K
|
8.19K
$491K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
40+ 1.44% |
$2.38K - $2.39K
|
2.81K
$169K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
31New |
$1.85K - $1.85K
|
31
$1.86K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
30+ 76.92% |
$1.79K - $1.79K
|
69
$4.14K
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
30+ 0.13% |
$1.79K - $1.79K
|
22.8K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
25+ 0.36% |
$1.49K - $1.5K
|
7.04K
$422K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
24+ 1.21% |
$1.43K - $1.44K
|
2K
$120K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24New |
$1.43K - $1.44K
|
24
$1.44K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
22New |
$1.31K - $1.32K
|
22
$1.32K
|
|
|
Aug 05, 2024
Q2 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
18+ 0.23% |
$1.07K - $1.08K
|
7.97K
$478K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
16+ 5.33% |
$953 - $957
|
316
$18.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
13+ 0.51% |
$774 - $778
|
2.55K
$153K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
9New |
$536 - $538
|
9
$540
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5+ 3.91% |
$298 - $299
|
133
$7.97K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.07% |
$238 - $239
|
5.49K
$329K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 2.17% |
$119 - $120
|
94
$5.64K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.78% |
$119 - $120
|
260
$15.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.16% |
$59.6 - $59.8
|
631
$37.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3- 0.01% |
$179 - $179
|
25.4K
$1.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-10- 0.08% |
$596 - $598
|
13K
$778K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-16- 0.5% |
$953 - $957
|
3.16K
$190K
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-18- 0.13% |
$1.07K - $1.08K
|
13.6K
$814K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-22- 32.35% |
$1.31K - $1.32K
|
46
$2.76K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-28- 0.06% |
$1.67K - $1.67K
|
43.8K
$2.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-60- 11.26% |
$3.57K - $3.59K
|
473
$28.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-95- 0.34% |
$5.66K - $5.68K
|
28K
$1.68M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 0.77% |
$5.96K - $5.98K
|
12.9K
$772K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-106- 0.29% |
$6.31K - $6.34K
|
37.1K
$2.22M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-117- 0.19% |
$6.97K - $7K
|
61.1K
$3.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-121- 63.02% |
$7.21K - $7.24K
|
71
$4.26K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-130- 2.94% |
$7.74K - $7.78K
|
4.29K
$257K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-137- 3.33% |
$8.16K - $8.19K
|
3.98K
$238K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-140- 0.37% |
$8.34K - $8.37K
|
37.3K
$2.23M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-146- 2.03% |
$8.69K - $8.73K
|
7.04K
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-170- 0.34% |
$10.1K - $10.2K
|
49.4K
$2.96M
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-175- 4.53% |
$10.4K - $10.5K
|
3.69K
$221K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-187- 1.06% |
$11.1K - $11.2K
|
17.5K
$1.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-203- 0.72% |
$12.1K - $12.1K
|
27.8K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-255- 3.75% |
$15.2K - $15.3K
|
6.55K
$393K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-263- 0.83% |
$15.7K - $15.7K
|
31.4K
$1.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-279- 0.92% |
$16.6K - $16.7K
|
30K
$1.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-302- 4.5% |
$18K - $18.1K
|
6.4K
$384K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-307- 5.87% |
$18.3K - $18.4K
|
4.92K
$295K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-320- 1.56% |
$19.1K - $19.1K
|
20.2K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-333- 0.17% |
$19.8K - $19.9K
|
196K
$11.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-365- 17.8% |
$21.7K - $21.8K
|
1.69K
$101K
|
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-388- 0.24% |
$23.1K - $23.2K
|
158K
$9.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-390- 4.91% |
$23.2K - $23.3K
|
7.56K
$453K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-402- 10.29% |
$23.9K - $24K
|
3.5K
$210K
|