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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-911- 0.72% |
$54.1K - $54.4K
|
126K
$7.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-924- 11.27% |
$54.9K - $55.2K
|
7.28K
$436K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.08K- 2.13% |
$63.9K - $64.2K
|
49.4K
$2.96M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.08K- 3.81% |
$64.1K - $64.4K
|
27.2K
$1.63M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.13K- 15.24% |
$66.8K - $67.2K
|
6.26K
$375K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.15K- 12.17% |
$68.2K - $68.5K
|
8.29K
$497K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.17K- 11.61% |
$69.4K - $69.7K
|
8.9K
$533K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.17K- 19.84% |
$69.5K - $69.8K
|
4.72K
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.23K- 12.87% |
$73K - $73.3K
|
8.31K
$498K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.26K- 32.4% |
$75K - $75.4K
|
2.64K
$158K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.27K- 0.88% |
$75.4K - $75.7K
|
143K
$8.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.27K- 7.51% |
$75.4K - $75.7K
|
15.6K
$936K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-1.31K- 13.47% |
$77.7K - $78.1K
|
8.4K
$504K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.34K- 27.51% |
$79.7K - $80.1K
|
3.54K
$212K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.41K- 4.94% |
$83.8K - $84.2K
|
27.1K
$1.63M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.5K- 9.09% |
$89.1K - $89.5K
|
15K
$899K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.5K- 2.19% |
$89.1K - $89.5K
|
67K
$4.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.51K- 13.7% |
$89.7K - $90.1K
|
9.52K
$570K
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 10.17% |
$92.2K - $92.6K
|
13.7K
$822K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-1.6K- 15.09% |
$95.1K - $95.5K
|
9K
$540K
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
SELL
|
- |
-1.63K- 5.15% |
$96.8K - $97.2K
|
30K
$1.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.63K- 36.22% |
$96.9K - $97.3K
|
2.87K
$172K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.7K- 17.61% |
$101K - $102K
|
7.96K
$477K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.72K- 4.69% |
$102K - $103K
|
35K
$2.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.82K- 29.64% |
$108K - $109K
|
4.33K
$259K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.94K- 14.05% |
$115K - $116K
|
11.9K
$711K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.99K- 10.46% |
$118K - $119K
|
17K
$1.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.05K- 16.33% |
$122K - $122K
|
10.5K
$629K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.05K- 23.46% |
$122K - $122K
|
6.69K
$401K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.07K- 2.71% |
$123K - $124K
|
74.6K
$4.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.11K- 14.14% |
$125K - $126K
|
12.8K
$767K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.3K- 30.89% |
$137K - $138K
|
5.16K
$309K
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.53K- 3.67% |
$150K - $151K
|
66.4K
$3.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-2.55K- 17.82% |
$151K - $152K
|
11.8K
$705K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-2.73K- 43.63% |
$162K - $163K
|
3.52K
$211K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.8K- 8.41% |
$167K - $167K
|
30.5K
$1.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.92K- 45.83% |
$174K - $174K
|
3.45K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.97K- 1.81% |
$177K - $177K
|
161K
$9.64M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.2K- 4.37% |
$190K - $191K
|
70.1K
$4.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.21K- 6.05% |
$191K - $191K
|
49.8K
$2.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-3.25K- 17.05% |
$193K - $194K
|
15.8K
$946K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.28K- 48.86% |
$195K - $195K
|
3.43K
$206K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-3.38K- 46.64% |
$201K - $202K
|
3.86K
$232K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-3.46K- 24.89% |
$205K - $206K
|
10.4K
$625K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.54K- 38.82% |
$210K - $211K
|
5.58K
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.8K- 7.47% |
$226K - $227K
|
47.1K
$2.82M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.97K- 21.78% |
$236K - $237K
|
14.2K
$854K
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-4.02K- 31.68% |
$239K - $240K
|
8.67K
$520K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.06K- 16.52% |
$241K - $242K
|
20.5K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.08K- 10.42% |
$243K - $244K
|
35.1K
$2.1M
|