Purchases and Sales Made in Q3 2024 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 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
Nov 01, 2024 Q3 2024
Holistic Planning, LLC

Nacogdoches, TX
BUY
 -
14.6K
New
$871K - $879K
14.6K $876K
Nov 14, 2024 Q3 2024
Ae Wealth Management LLC

BUY
 -
14.2K
+ 72.58%
$847K - $855K
33.8K $2.03M
Oct 30, 2024 Q3 2024
Moloney Securities Asset Management, LLC

BUY
 -
13.5K
+ 17.7%
$803K - $811K
89.6K $5.37M
Oct 28, 2024 Q3 2024
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
13.3K
+ 48.69%
$791K - $798K
40.5K $2.43M
Oct 22, 2024 Q3 2024
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
13.1K
New
$781K - $788K
13.1K $786K
Oct 22, 2024 Q3 2024
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
12.2K
+ 5.6%
$727K - $734K
230K $13.8M
Nov 01, 2024 Q3 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
11.9K
+ 14.77%
$708K - $715K
92.3K $5.53M
Nov 14, 2024 Q3 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
11.5K
+ 18.82%
$687K - $693K
72.7K $4.36M
Oct 16, 2024 Q3 2024
Ellsworth Advisors, LLC

BUY
 -
10.6K
+ 6.63%
$631K - $637K
170K $10.2M
Nov 14, 2024 Q3 2024
Legacy Investment Solutions, LLC

Meridian, ID
BUY
 -
9.02K
New
$537K - $542K
9.02K $541K
Oct 09, 2024 Q3 2024
Tap Consulting, LLC

BUY
 -
8.86K
+ 52.46%
$528K - $533K
25.8K $1.54M
Nov 07, 2024 Q3 2024
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
8.08K
+ 84.55%
$482K - $486K
17.6K $1.06M
Nov 07, 2024 Q3 2024
Schwallier Wealth Management LLC

Grand Rapids, MI
BUY
 -
8.03K
+ 5.39%
$479K - $483K
157K $9.42M
Nov 14, 2024 Q3 2024
Weaver Consulting Group

BUY
 -
8.03K
New
$479K - $483K
8.03K $482K
Oct 15, 2024 Q3 2024
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
7.92K
New
$472K - $476K
7.92K $475K
Nov 14, 2024 Q3 2024
Neuberger Berman Group LLC

New York, NY
BUY
 -
7.46K
New
$445K - $449K
7.46K $447K
Nov 12, 2024 Q3 2024
Kkm Financial LLC

Chicago, IL
BUY
 -
7.42K
+ 64.28%
$442K - $446K
19K $1.14M
Oct 15, 2024 Q3 2024
Gradient Investments LLC

BUY
 -
7.36K
+ 1.23%
$439K - $443K
606K $36.4M
Nov 14, 2024 Q3 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
6.94K
+ 86.96%
$414K - $417K
14.9K $894K
Oct 10, 2024 Q3 2024
Lion Street Advisors, LLC

BUY
 -
6.79K
+ 28.91%
$405K - $408K
30.3K $1.81M
Nov 13, 2024 Q3 2024
Gts Securities LLC

New York, NY
BUY
 -
6.72K
New
$400K - $404K
6.72K $403K
Oct 10, 2024 Q3 2024
Mc Guire Investment Group, LLC

BUY
 -
6.34K
+ 7.07%
$378K - $381K
96K $5.75M
Oct 15, 2024 Q3 2024
Tcfg Wealth Management, LLC

Laguna Niguel, CA
BUY
 -
6.05K
New
$361K - $364K
6.05K $363K
Oct 18, 2024 Q3 2024
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
5.92K
New
$353K - $356K
5.92K $355K
Nov 15, 2024 Q3 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
5.85K
+ 3.7%
$349K - $352K
164K $9.84M
Oct 25, 2024 Q3 2024
Valmark Advisers, Inc.

BUY
 -
5.82K
+ 38.89%
$347K - $350K
20.8K $1.25M
Oct 24, 2024 Q3 2024
Trust CO Of Virginia

BUY
 -
5.51K
New
$328K - $331K
5.51K $330K
Nov 07, 2024 Q3 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
5.04K
New
$300K - $303K
5.04K $302K
Nov 04, 2024 Q3 2024
Catalytic Wealth Ria, LLC

Cambridge, MA
BUY
 -
4.87K
+ 15.34%
$290K - $293K
36.6K $2.19M
Nov 12, 2024 Q3 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
4.87K
+ 15.34%
$290K - $293K
36.6K $2.19M
Nov 04, 2024 Q3 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
4.71K
+ 64.43%
$281K - $283K
12K $720K
Oct 25, 2024 Q3 2024
Creekmur Asset Management LLC

Morton, IL
BUY
 -
4.62K
+ 2.85%
$275K - $278K
167K $10M
Oct 31, 2024 Q3 2024
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
4.35K
New
$259K - $262K
4.35K $261K
Oct 23, 2024 Q3 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
4.35K
+ 2.15%
$259K - $262K
207K $12.4M
Nov 14, 2024 Q3 2024
Zega Financial, LLC

Palm Beach Gardens, FL
BUY
 -
4.15K
+ 23.73%
$248K - $250K
21.7K $1.3M
Nov 12, 2024 Q3 2024
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
4.11K
New
$245K - $247K
4.11K $246K
Oct 31, 2024 Q3 2024
Ifrah Financial Services, Inc.

BUY
 -
4.1K
+ 3.56%
$244K - $247K
119K $7.15M
Oct 22, 2024 Q3 2024
Tfg Advisers LLC

BUY
 -
4.04K
New
$241K - $243K
4.04K $242K
Oct 17, 2024 Q3 2024
Merit Financial Group, LLC

BUY
 -
3.67K
New
$219K - $221K
3.67K $220K
Nov 14, 2024 Q3 2024
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
3.59K
New
$214K - $216K
3.59K $215K
Oct 15, 2024 Q3 2024
Keystone Wealth Services, LLC

BUY
 -
3.5K
+ 12.86%
$208K - $210K
30.7K $1.84M
Nov 01, 2024 Q3 2024
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
3.4K
New
$202K - $204K
3.4K $204K
Nov 04, 2024 Q3 2024
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
3.34K
New
$199K - $201K
3.34K $200K
Oct 24, 2024 Q3 2024
Sterling Manor Financial, LLC

BUY
 -
2.98K
+ 1.94%
$178K - $179K
156K $9.38M
Oct 25, 2024 Q3 2024
Farmers & Merchants Investments Inc

BUY
 -
2.96K
New
$176K - $178K
2.96K $177K
Nov 15, 2024 Q3 2024
Orion Portfolio Solutions, LLC

BUY
 -
2.82K
+ 61.74%
$168K - $170K
7.39K $443K
Oct 16, 2024 Q3 2024
Secure Asset Management, LLC

BUY
 -
2.7K
+ 4.29%
$161K - $162K
65.6K $3.93M
Oct 18, 2024 Q3 2024
Flaharty Asset Management, LLC

BUY
 -
2.47K
New
$147K - $148K
2.47K $148K
Nov 14, 2024 Q3 2024
L.M. Kohn & Company

BUY
 -
2.28K
+ 9.93%
$136K - $137K
25.3K $1.51M

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