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 18, 2024
Q2 2024
|
Refined Wealth Management
|
SELL
|
- |
-413- 2.68% |
$24.6K - $24.7K
|
15K
$898K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-414- 6.18% |
$24.7K - $24.8K
|
6.29K
$377K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-429- 5.15% |
$25.5K - $25.7K
|
7.89K
$473K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-464- 1.89% |
$27.6K - $27.8K
|
24.1K
$1.45M
|
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-480- 10.22% |
$28.6K - $28.7K
|
4.22K
$253K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-488- 1.94% |
$29.1K - $29.2K
|
24.6K
$1.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-489- 1.19% |
$29.1K - $29.2K
|
40.6K
$2.44M
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-547- 8.41% |
$32.6K - $32.7K
|
5.96K
$357K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-580- 14.11% |
$34.5K - $34.7K
|
3.53K
$212K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-589- 29.16% |
$35.1K - $35.2K
|
1.43K
$85.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-670- 12.25% |
$39.9K - $40.1K
|
4.8K
$288K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-707- 2.0% |
$42.1K - $42.3K
|
34.6K
$2.07M
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-734- 4.86% |
$43.7K - $43.9K
|
14.4K
$861K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-885- 9.99% |
$52.7K - $52.9K
|
7.98K
$478K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-967- 0.74% |
$57.6K - $57.8K
|
130K
$7.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-977- 2.32% |
$58.2K - $58.4K
|
41.1K
$2.46M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1K- 20.32% |
$59.6K - $59.8K
|
3.92K
$235K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1K- 19.91% |
$59.6K - $59.8K
|
4.02K
$241K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.04K- 9.1% |
$62.1K - $62.3K
|
10.4K
$624K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.1K- 3.94% |
$65.2K - $65.5K
|
26.7K
$1.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.1K- 1.71% |
$65.2K - $65.5K
|
62.9K
$3.77M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.12K- 5.35% |
$66.9K - $67.2K
|
19.9K
$1.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.17K- 10.49% |
$69.4K - $69.7K
|
9.95K
$597K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.17K- 13.22% |
$69.5K - $69.8K
|
7.66K
$459K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.2K- 0.09% |
$71.5K - $71.8K
|
1.27M
$75.9M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.22K- 1.21% |
$72.5K - $72.8K
|
99.2K
$5.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.24K- 11.05% |
$73.5K - $73.9K
|
9.94K
$596K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.37K- 13.22% |
$81.5K - $81.9K
|
8.99K
$539K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.39K- 8.48% |
$82.6K - $83K
|
15K
$898K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.44K- 6.27% |
$85.8K - $86.1K
|
21.5K
$1.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1.58K- 7.64% |
$94.1K - $94.5K
|
19.1K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.69K- 18.79% |
$101K - $101K
|
7.31K
$438K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.7K- 28.67% |
$101K - $102K
|
4.23K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-1.85K- 0.8% |
$110K - $110K
|
229K
$13.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.19K- 2.79% |
$130K - $131K
|
76.4K
$4.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.25K- 14.9% |
$134K - $135K
|
12.9K
$770K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.27K- 7.33% |
$135K - $136K
|
28.7K
$1.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-2.39K- 1.15% |
$143K - $143K
|
206K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-2.42K- 15.07% |
$144K - $145K
|
13.7K
$819K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2.48K- 50.04% |
$148K - $149K
|
2.48K
$149K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.53K- 19.77% |
$150K - $151K
|
10.2K
$614K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-2.55K- 23.2% |
$152K - $153K
|
8.45K
$507K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-2.56K- 5.51% |
$152K - $153K
|
43.8K
$2.62M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.88K- 5.12% |
$172K - $172K
|
53.3K
$3.2M
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.91K- 9.16% |
$173K - $174K
|
28.8K
$1.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.93K- 12.19% |
$174K - $175K
|
21.1K
$1.26M
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 1.38% |
$176K - $176K
|
210K
$12.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.95K- 3.46% |
$176K - $176K
|
82.3K
$4.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.04K- 25.05% |
$181K - $182K
|
9.08K
$544K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.05K- 4.76% |
$181K - $182K
|
60.9K
$3.65M
|