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 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.05K- 22.58% |
$182K - $183K
|
10.5K
$627K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.07K- 5.58% |
$183K - $183K
|
51.9K
$3.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.09K- 1.05% |
$184K - $185K
|
293K
$17.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.3K- 11.6% |
$197K - $197K
|
25.1K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-3.35K- 9.29% |
$199K - $200K
|
32.7K
$1.96M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.36K- 3.73% |
$200K - $201K
|
86.7K
$5.2M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.42K- 11.16% |
$204K - $205K
|
27.3K
$1.63M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.44K- 18.5% |
$205K - $206K
|
15.1K
$908K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-3.49K- 1.65% |
$208K - $209K
|
209K
$12.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.77K- 5.1% |
$224K - $225K
|
70K
$4.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.85K- 2.48% |
$230K - $231K
|
151K
$9.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-3.86K- 21.23% |
$230K - $231K
|
14.3K
$858K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.11K- 18.45% |
$245K - $246K
|
18.2K
$1.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.12K- 1.78% |
$246K - $247K
|
227K
$13.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-4.13K- 12.2% |
$246K - $247K
|
29.7K
$1.78M
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-4.16K- 9.72% |
$247K - $249K
|
38.6K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.25K- 28.89% |
$253K - $254K
|
10.5K
$627K
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-4.47K- 25.15% |
$266K - $268K
|
13.3K
$798K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.5K- 98.6% |
$268K - $269K
|
64
$3.84K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-4.85K- 21.08% |
$289K - $290K
|
18.2K
$1.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-5.01K- 17.72% |
$299K - $300K
|
23.3K
$1.4M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5.15K- 34.1% |
$307K - $308K
|
9.95K
$597K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-5.19K- 27.18% |
$309K - $310K
|
13.9K
$834K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.32K- 21.36% |
$317K - $318K
|
19.6K
$1.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
SELL
|
- |
-5.38K- 20.87% |
$320K - $322K
|
20.4K
$1.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-5.98K- 18.09% |
$356K - $358K
|
27.1K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.1K- 6.27% |
$363K - $365K
|
91.1K
$5.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-6.31K- 26.01% |
$376K - $378K
|
18K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.48K- 15.35% |
$386K - $387K
|
35.7K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.6K- 6.27% |
$393K - $395K
|
98.7K
$5.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-6.95K- 6.84% |
$414K - $416K
|
94.6K
$5.67M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.31K- 17.8% |
$435K - $437K
|
33.7K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-7.39K- 98.35% |
$440K - $442K
|
124
$7.43K
|
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-7.72K- 2.61% |
$460K - $462K
|
288K
$17.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-7.87K- 59.75% |
$469K - $471K
|
5.3K
$318K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-8.01K- 9.51% |
$477K - $479K
|
76.1K
$4.56M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.19K- 33.88% |
$488K - $490K
|
16K
$958K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-8.47K- 9.08% |
$504K - $507K
|
84.8K
$5.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-8.49K- 14.95% |
$506K - $508K
|
48.3K
$2.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-8.57K- 11.81% |
$510K - $513K
|
64K
$3.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-8.76K- 17.91% |
$521K - $524K
|
40.1K
$2.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-9.42K- 0.77% |
$561K - $563K
|
1.21M
$72.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-9.76K- 22.29% |
$581K - $584K
|
34K
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.85K- 5.86% |
$586K - $589K
|
158K
$9.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 36.88% |
$610K - $612K
|
17.5K
$1.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-11.7K- 55.33% |
$698K - $701K
|
9.47K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.7K- 12.09% |
$699K - $703K
|
85.4K
$5.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12K- 29.84% |
$715K - $718K
|
28.2K
$1.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14.3K- 28.36% |
$849K - $852K
|
36K
$2.16M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-15K- 66.26% |
$893K - $897K
|
7.64K
$458K
|