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 |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
52+ 1.23% |
$3.1K - $3.13K
|
4.27K
$256K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
41New |
$2.44K - $2.47K
|
41
$2.46K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
40+ 0.5% |
$2.38K - $2.41K
|
8.01K
$480K
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
27+ 0.07% |
$1.61K - $1.62K
|
41.1K
$2.46M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
26+ 1.02% |
$1.55K - $1.56K
|
2.56K
$154K
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
25New |
$1.49K - $1.5K
|
25
$1.5K
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
25+ 0.36% |
$1.49K - $1.5K
|
7.07K
$424K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
23+ 0.11% |
$1.37K - $1.38K
|
21.3K
$1.27M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21+ 17.95% |
$1.25K - $1.26K
|
138
$8.27K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 8.7% |
$358 - $361
|
75
$4.5K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5+ 0.13% |
$298 - $301
|
3.94K
$236K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.77% |
$119 - $120
|
262
$15.7K
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.01% |
$59.6 - $60.2
|
9.95K
$597K
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.02% |
$59.6 - $60.2
|
4.02K
$241K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 1.06% |
$59.6 - $60.2
|
95
$5.7K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-11- 0.65% |
$656 - $662
|
1.68K
$100K
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-13- 0.51% |
$775 - $782
|
2.54K
$152K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-21- 13.21% |
$1.25K - $1.26K
|
138
$8.27K
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-24- 0.3% |
$1.43K - $1.44K
|
7.87K
$472K
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-46- 0.39% |
$2.74K - $2.77K
|
11.7K
$699K
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-52- 0.09% |
$3.1K - $3.13K
|
60.8K
$3.65M
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-64- 0.52% |
$3.82K - $3.85K
|
12.3K
$735K
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-71- 22.47% |
$4.23K - $4.27K
|
245
$14.7K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-83- 2.54% |
$4.95K - $4.99K
|
3.19K
$191K
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-90- 1.62% |
$5.36K - $5.41K
|
5.47K
$328K
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-101- 1.58% |
$6.02K - $6.08K
|
6.3K
$378K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-102- 1.07% |
$6.08K - $6.14K
|
9.41K
$564K
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-105- 1.06% |
$6.26K - $6.32K
|
9.84K
$590K
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-114- 3.23% |
$6.8K - $6.86K
|
3.42K
$205K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-151- 0.08% |
$9K - $9.08K
|
196K
$11.8M
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-186- 0.68% |
$11.1K - $11.2K
|
27.1K
$1.62M
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-222- 4.51% |
$13.2K - $13.4K
|
4.7K
$282K
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-281- 0.95% |
$16.8K - $16.9K
|
29.4K
$1.76M
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-290- 0.9% |
$17.3K - $17.4K
|
32K
$1.92M
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-365- 9.62% |
$21.8K - $22K
|
3.43K
$206K
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-373- 2.61% |
$22.2K - $22.4K
|
13.9K
$835K
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-379- 1.16% |
$22.6K - $22.8K
|
32.3K
$1.94M
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-382- 1.87% |
$22.8K - $23K
|
20K
$1.2M
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-384- 2.14% |
$22.9K - $23.1K
|
17.6K
$1.05M
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-391- 4.58% |
$23.3K - $23.5K
|
8.14K
$488K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-391- 0.82% |
$23.3K - $23.5K
|
47.6K
$2.85M
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-398- 3.47% |
$23.7K - $23.9K
|
11.1K
$663K
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-403- 0.58% |
$24K - $24.2K
|
69.6K
$4.17M
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-418- 3.25% |
$24.9K - $25.1K
|
12.4K
$745K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-453- 2.28% |
$27K - $27.2K
|
19.4K
$1.16M
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-475- 0.93% |
$28.3K - $28.6K
|
50.4K
$3.02M
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-487- 10.39% |
$29K - $29.3K
|
4.2K
$252K
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-495- 6.05% |
$29.5K - $29.8K
|
7.69K
$461K
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-500- 5.56% |
$29.8K - $30.1K
|
8.5K
$510K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-514- 1.38% |
$30.6K - $30.9K
|
36.8K
$2.2M
|