Purchases and Sales Made in Q3 2024 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 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 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.15K+ 2.17% |
$128K - $130K
|
101K
$6.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.13K+ 2.15% |
$127K - $128K
|
101K
$6.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.92K+ 2.02% |
$115K - $116K
|
97.2K
$5.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.8K+ 19.83% |
$107K - $108K
|
10.9K
$652K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.4KNew |
$83.5K - $84.2K
|
1.4K
$83.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.4KNew |
$83.5K - $84.2K
|
1.4K
$83.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.35K+ 4.69% |
$80.4K - $81.1K
|
30.1K
$1.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.29K+ 3.74% |
$77.1K - $77.8K
|
35.9K
$2.15M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.22K+ 11.84% |
$72.5K - $73.2K
|
11.5K
$689K
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
942+ 6.09% |
$56.2K - $56.7K
|
16.4K
$984K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
941+ 5.87% |
$56.1K - $56.6K
|
17K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
930+ 2.73% |
$55.4K - $55.9K
|
35K
$2.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
881+ 1.47% |
$52.5K - $53K
|
61K
$3.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
840+ 2.61% |
$50.1K - $50.5K
|
33.1K
$1.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
774+ 5.81% |
$46.1K - $46.6K
|
14.1K
$844K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
725+ 2.81% |
$43.2K - $43.6K
|
26.5K
$1.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
709+ 1.08% |
$42.3K - $42.6K
|
66.4K
$3.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
643+ 1.47% |
$38.3K - $38.7K
|
44.4K
$2.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
602New |
$35.9K - $36.2K
|
602
$36.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
561+ 2.92% |
$33.4K - $33.7K
|
19.8K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
542+ 11.29% |
$32.3K - $32.6K
|
5.34K
$320K
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
531+ 10.25% |
$31.7K - $31.9K
|
5.71K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
527+ 26.43% |
$31.4K - $31.7K
|
2.52K
$151K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
524+ 6.04% |
$31.2K - $31.5K
|
9.21K
$552K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
433+ 1.23% |
$25.8K - $26K
|
35.8K
$2.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
406+ 1.88% |
$24.2K - $24.4K
|
22K
$1.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
401+ 1.68% |
$23.9K - $24.1K
|
24.3K
$1.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
400+ 2.83% |
$23.8K - $24.1K
|
14.6K
$872K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
380+ 1.4% |
$22.7K - $22.9K
|
27.5K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
370+ 1.94% |
$22.1K - $22.3K
|
19.5K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
354+ 1.84% |
$21.1K - $21.3K
|
19.6K
$1.17M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
339+ 8.64% |
$20.2K - $20.4K
|
4.26K
$255K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
329+ 0.44% |
$19.6K - $19.8K
|
75.5K
$4.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
293+ 3.84% |
$17.5K - $17.6K
|
7.93K
$475K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
255+ 671.05% |
$15.2K - $15.3K
|
293
$17.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
218+ 0.07% |
$13K - $13.1K
|
293K
$17.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
200+ 7.11% |
$11.9K - $12K
|
3.01K
$181K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
173+ 1.03% |
$10.3K - $10.4K
|
17K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
160+ 6.1% |
$9.54K - $9.62K
|
2.78K
$167K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
155+ 0.64% |
$9.24K - $9.32K
|
24.3K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
150New |
$8.94K - $9.02K
|
150
$8.99K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
118+ 0.07% |
$7.03K - $7.1K
|
163K
$9.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
115+ 0.8% |
$6.86K - $6.92K
|
14.5K
$868K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
104+ 1.59% |
$6.2K - $6.26K
|
6.65K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
102+ 143.66% |
$6.08K - $6.14K
|
173
$10.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
94+ 391.67% |
$5.6K - $5.65K
|
118
$7.07K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
93+ 0.88% |
$5.54K - $5.59K
|
10.6K
$636K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
72+ 1.02% |
$4.29K - $4.33K
|
7.11K
$426K
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
61+ 0.78% |
$3.64K - $3.67K
|
7.86K
$471K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
53+ 0.51% |
$3.16K - $3.19K
|
10.5K
$630K
|