Purchases and Sales Made in Q3 2021 in First Tr Enhanced Traded Fd Iv (FTSM)

FTSM Quotes by TradingView

This table provides information about the institutional ownership of First Tr Enhanced Traded Fd Iv (FTSM) during Q3 2021. 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
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
9.75M
New
$584M - $585M
9.75M $584M
Jan 12, 2022 Q3 2021
Iron Bridge Private Wealth, LLC

BUY
 -
337K
New
$20.2M - $20.2M
337K $20.2M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
118K
+ 4.89%
$7.04M - $7.05M
2.52M $151M
Nov 12, 2021 Q3 2021
Petix & Botte CO

BUY
 -
91.6K
+ 122.98%
$5.49M - $5.49M
166K $9.96M
Oct 14, 2021 Q3 2021
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
88.6K
+ 22.87%
$5.31M - $5.31M
476K $28.5M
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
78.7K
New
$4.72M - $4.72M
78.7K $4.72M
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
69.3K
New
$4.15M - $4.15M
69.3K $4.15M
Nov 12, 2021 Q3 2021
Prospera Financial Services Inc

BUY
 -
69.1K
+ 184.39%
$4.14M - $4.14M
107K $6.39M
Nov 15, 2021 Q3 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
65K
+ 4.99%
$3.9M - $3.9M
1.37M $82M
Oct 25, 2021 Q3 2021
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
53.4K
+ 628.39%
$3.2M - $3.2M
61.9K $3.71M
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
48.5K
+ 17.16%
$2.9M - $2.91M
331K $19.8M
Dec 03, 2021 Q3 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
47K
+ 72.53%
$2.82M - $2.82M
112K $6.71M
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
45.8K
+ 22.07%
$2.74M - $2.75M
253K $15.2M
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
38.6K
+ 678.65%
$2.31M - $2.32M
44.3K $2.66M
Oct 21, 2021 Q3 2021
Essex LLC

BUY
 -
36.8K
New
$2.2M - $2.21M
36.8K $2.21M
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
35.1K
+ 1.34%
$2.1M - $2.11M
2.67M $160M
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

BUY
 -
30.9K
+ 24.38%
$1.85M - $1.85M
158K $9.46M
Oct 29, 2021 Q3 2021
True Link Financial Advisors, LLC

BUY
 -
30.5K
New
$1.83M - $1.83M
30.5K $1.83M
Oct 21, 2021 Q3 2021
V Wealth Advisors LLC

BUY
 -
28.8K
New
$1.72M - $1.73M
28.8K $1.73M
Nov 12, 2021 Q3 2021
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
26.9K
+ 764.53%
$1.61M - $1.61M
30.4K $1.82M
Oct 20, 2021 Q3 2021
Csenge Advisory Group

BUY
 -
25.2K
+ 4.24%
$1.51M - $1.51M
620K $37.2M
Nov 12, 2021 Q3 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
25K
+ 8.88%
$1.5M - $1.5M
306K $18.4M
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
24.1K
+ 11.72%
$1.44M - $1.44M
229K $13.7M
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
23.4K
+ 50.51%
$1.41M - $1.41M
69.9K $4.19M
Nov 12, 2021 Q3 2021
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
22.1K
+ 70.29%
$1.32M - $1.32M
53.5K $3.2M
Nov 15, 2021 Q3 2021
Angeles Investment Advisors, LLC

BUY
 -
20.6K
New
$1.24M - $1.24M
20.6K $1.24M
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
19.8K
+ 31.25%
$1.18M - $1.18M
83K $4.97M
Oct 14, 2021 Q3 2021
Davenport & CO LLC

BUY
 -
18.1K
+ 356.08%
$1.08M - $1.08M
23.1K $1.39M
Oct 21, 2021 Q3 2021
Kestra Private Wealth Services, LLC

BUY
 -
16.4K
+ 47.23%
$984K - $984K
51.2K $3.07M
Oct 28, 2021 Q3 2021
Shore Haven Wealth Partners, LLC

BUY
 -
15.5K
+ 15.5%
$928K - $928K
115K $6.92M
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
15.3K
+ 0.56%
$918K - $918K
2.74M $164M
Nov 12, 2021 Q3 2021
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
15.3K
New
$914K - $915K
15.3K $914K
Nov 12, 2021 Q3 2021
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
13.8K
+ 356.3%
$826K - $826K
17.6K $1.06M
Nov 04, 2021 Q3 2021
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
13.5K
+ 20.83%
$808K - $809K
78.3K $4.69M
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

BUY
 -
12.7K
+ 153.74%
$759K - $760K
20.9K $1.25M
Oct 01, 2021 Q3 2021
Park National Corp

BUY
 -
11.9K
+ 3.18%
$712K - $712K
386K $23.1M
Nov 02, 2021 Q3 2021
Signature Securities Group Corporation

BUY
 -
11.2K
New
$672K - $673K
11.2K $673K
Nov 18, 2021 Q3 2021
Wealthsource Partners, LLC

BUY
 -
11.2K
+ 5.03%
$672K - $672K
234K $14M
Oct 13, 2021 Q3 2021
Welch & Forbes LLC

BUY
 -
10.9K
+ 10.95%
$651K - $652K
110K $6.6M
Dec 08, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
10.2K
New
$608K - $609K
10.2K $609K
Nov 15, 2021 Q3 2021
First Trust Advisors LP

Wheaton, IL
BUY
 -
8.37K
+ 2.73%
$501K - $502K
315K $18.9M
Nov 08, 2021 Q3 2021
Synovus Financial Corp

Columbus, GA
BUY
 -
8.14K
+ 8.42%
$487K - $488K
105K $6.28M
Oct 08, 2021 Q3 2021
Rede Wealth, LLC

BUY
 -
7.92K
New
$475K - $475K
7.92K $475K
Nov 04, 2021 Q3 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
7.92K
+ 9.37%
$475K - $475K
92.4K $5.54M
Oct 12, 2021 Q3 2021
Symphony Financial, Ltd. Co.

BUY
 -
7.72K
New
$462K - $463K
7.72K $463K
Nov 04, 2021 Q3 2021
Private Portfolio Partners LLC

BUY
 -
7.54K
+ 206.47%
$452K - $452K
11.2K $671K
Mar 14, 2023 Q3 2021
Private Portfolio Partners LLC

BUY
 -
7.54K
+ 206.47%
$452K - $452K
11.2K $671K
Oct 14, 2021 Q3 2021
Genesee Capital Advisors, LLC

BUY
 -
7.32K
New
$438K - $439K
7.32K $439K
Nov 10, 2021 Q3 2021
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
7.12K
+ 2.3%
$427K - $427K
316K $19M

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