Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
3.38K+ 5.91% |
$201K - $202K
|
60.5K
$3.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.28K+ 7.69% |
$195K - $196K
|
45.9K
$2.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.28K+ 10.21% |
$195K - $195K
|
35.4K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.21K+ 8.18% |
$191K - $191K
|
42.4K
$2.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.19KNew |
$190K - $191K
|
3.19K
$191K
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
3.13K+ 1.62% |
$186K - $187K
|
196K
$11.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
3.02K+ 26.87% |
$179K - $180K
|
14.3K
$855K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.9K+ 16.28% |
$172K - $173K
|
20.7K
$1.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.59K+ 13.81% |
$154K - $155K
|
21.4K
$1.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.59K+ 6.38% |
$154K - $154K
|
43.1K
$2.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.55K+ 19.41% |
$152K - $152K
|
15.7K
$941K
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.52K+ 3.57% |
$150K - $150K
|
73K
$4.37M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.46K+ 1.94% |
$146K - $147K
|
130K
$7.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.43K+ 4.37% |
$144K - $145K
|
57.9K
$3.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.36K+ 2.0% |
$140K - $141K
|
121K
$7.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.1K+ 1.76% |
$125K - $125K
|
121K
$7.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
2.01K+ 3.82% |
$119K - $120K
|
54.5K
$3.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.97K+ 14.0% |
$117K - $117K
|
16K
$960K
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
BUY
|
- |
1.92K+ 8.77% |
$114K - $115K
|
23.8K
$1.43M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.75K+ 13.28% |
$104K - $104K
|
14.9K
$893K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
1.69K+ 17.99% |
$100K - $101K
|
11.1K
$663K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.57K+ 1.15% |
$93.5K - $94K
|
139K
$8.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.54K+ 2.59% |
$91.7K - $92.2K
|
61.2K
$3.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.33K+ 18.26% |
$78.8K - $79.1K
|
8.59K
$515K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.26K+ 7.02% |
$75K - $75.4K
|
19.3K
$1.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.24K+ 1.19% |
$73.9K - $74.3K
|
106K
$6.35M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.06K+ 19.26% |
$62.9K - $63.2K
|
6.56K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
931+ 5.05% |
$55.3K - $55.6K
|
19.4K
$1.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
888+ 0.93% |
$52.8K - $53K
|
96.3K
$5.77M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
836+ 18.04% |
$49.7K - $49.9K
|
5.47K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
800New |
$47.5K - $47.8K
|
800
$48K
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
782+ 13.5% |
$46.5K - $46.7K
|
6.58K
$394K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
731New |
$43.4K - $43.6K
|
731
$43.8K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
634+ 1.65% |
$37.7K - $37.8K
|
39.1K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
600+ 9.75% |
$35.7K - $35.8K
|
6.76K
$405K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
405+ 0.71% |
$24.1K - $24.2K
|
57.4K
$3.44M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
375+ 2.31% |
$22.3K - $22.4K
|
16.6K
$998K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
353+ 9.78% |
$21K - $21.1K
|
3.96K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
352+ 268.7% |
$20.9K - $21K
|
483
$29K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
333+ 0.3% |
$19.8K - $19.9K
|
113K
$6.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
328+ 9.4% |
$19.5K - $19.6K
|
3.82K
$229K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
307+ 0.19% |
$18.2K - $18.3K
|
159K
$9.52M
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
288+ 8.05% |
$17.1K - $17.2K
|
3.86K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
282New |
$16.8K - $16.8K
|
282
$16.9K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
246+ 1.59% |
$14.6K - $14.7K
|
15.7K
$943K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
233New |
$13.8K - $13.9K
|
233
$14K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
209New |
$12.4K - $12.5K
|
209
$12.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
176+ 0.82% |
$10.5K - $10.5K
|
21.6K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
160+ 1.18% |
$9.51K - $9.55K
|
13.7K
$824K
|
|
|
Oct 12, 2023
Q3 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
137+ 2.75% |
$8.14K - $8.18K
|
5.13K
$307K
|