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 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
125+ 1.29% |
$7.43K - $7.46K
|
9.78K
$586K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
123+ 77.36% |
$7.31K - $7.34K
|
282
$16.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
114+ 3.39% |
$6.77K - $6.8K
|
3.48K
$208K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
107+ 0.72% |
$6.36K - $6.39K
|
14.9K
$892K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
83+ 0.89% |
$4.93K - $4.95K
|
9.46K
$567K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
69+ 0.57% |
$4.1K - $4.12K
|
12.2K
$732K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
59+ 0.69% |
$3.51K - $3.52K
|
8.61K
$516K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
52+ 0.65% |
$3.09K - $3.1K
|
8.01K
$480K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
40+ 0.25% |
$2.38K - $2.39K
|
16.3K
$979K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
38+ 0.95% |
$2.26K - $2.27K
|
4.03K
$242K
|
|
|
Oct 16, 2023
Q3 2023
|
Refined Wealth Management
|
BUY
|
- |
27+ 0.15% |
$1.6K - $1.61K
|
18.3K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
22+ 1.23% |
$1.31K - $1.31K
|
1.8K
$108K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5+ 0.13% |
$297 - $298
|
3.82K
$229K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 1.12% |
$59.4 - $59.7
|
90
$5.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.02% |
$59.4 - $59.7
|
5.52K
$331K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.02% |
$59.4 - $59.7
|
6.61K
$396K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-55- 93.22% |
$3.27K - $3.28K
|
4
$240
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-73- 8.58% |
$4.34K - $4.36K
|
778
$46.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-82- 0.65% |
$4.87K - $4.89K
|
12.4K
$746K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-130- 0.6% |
$7.72K - $7.76K
|
21.5K
$1.29M
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-160- 1.2% |
$9.51K - $9.55K
|
13.1K
$787K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-173- 0.7% |
$10.3K - $10.3K
|
24.6K
$1.48M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-210- 63.06% |
$12.5K - $12.5K
|
123
$7.37K
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-277- 0.1% |
$16.5K - $16.5K
|
276K
$16.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-284- 0.93% |
$16.9K - $17K
|
30.2K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-285- 1.88% |
$16.9K - $17K
|
14.9K
$893K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-300- 5.14% |
$17.8K - $17.9K
|
5.54K
$332K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-310- 61.51% |
$18.4K - $18.5K
|
194
$11.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-327- 2.85% |
$19.4K - $19.5K
|
11.1K
$667K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-355- 5.77% |
$21.1K - $21.2K
|
5.79K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-358- 1.35% |
$21.3K - $21.4K
|
26.2K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-450- 2.03% |
$26.7K - $26.9K
|
21.7K
$1.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-485- 10.74% |
$28.8K - $28.9K
|
4.03K
$242K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-513- 7.54% |
$30.5K - $30.6K
|
6.29K
$377K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-520- 9.74% |
$30.9K - $31K
|
4.82K
$289K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-591- 6.23% |
$35.1K - $35.3K
|
8.9K
$533K
|
|
|
Nov 03, 2023
Q3 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-595- 7.85% |
$35.4K - $35.5K
|
6.99K
$419K
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-606- 6.96% |
$36K - $36.2K
|
8.1K
$486K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-610- 9.85% |
$36.2K - $36.4K
|
5.58K
$335K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-655- 1.84% |
$38.9K - $39.1K
|
35K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-681- 2.95% |
$40.5K - $40.6K
|
22.4K
$1.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-690- 2.89% |
$41K - $41.2K
|
23.2K
$1.39M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-693- 0.22% |
$41.2K - $41.4K
|
321K
$19.3M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-704- 8.69% |
$41.8K - $42K
|
7.4K
$444K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-713- 7.91% |
$42.4K - $42.6K
|
8.3K
$498K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-750- 3.46% |
$44.6K - $44.8K
|
20.9K
$1.25M
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-788- 12.68% |
$46.8K - $47K
|
5.43K
$325K
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-828- 5.67% |
$49.2K - $49.4K
|
13.8K
$826K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-833- 2.98% |
$49.5K - $49.7K
|
27.1K
$1.63M
|