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 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.09K- 8.05% |
$124K - $126K
|
23.9K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.38K- 93.41% |
$142K - $143K
|
168
$10.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-2.48K- 8.92% |
$148K - $149K
|
25.3K
$1.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-2.49K- 3.23% |
$149K - $150K
|
74.6K
$4.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.53K- 6.86% |
$151K - $152K
|
34.4K
$2.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.54K- 8.09% |
$151K - $153K
|
28.8K
$1.73M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 26.06% |
$155K - $156K
|
7.36K
$441K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.65K- 16.57% |
$158K - $159K
|
13.3K
$799K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.76K- 9.64% |
$165K - $166K
|
25.9K
$1.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-2.81K- 1.34% |
$167K - $169K
|
208K
$12.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.92K- 39.7% |
$174K - $176K
|
4.44K
$266K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.13K- 5.12% |
$187K - $188K
|
58K
$3.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.16K- 11.19% |
$188K - $190K
|
25.1K
$1.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.29K- 37.1% |
$196K - $198K
|
5.57K
$334K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-3.35K- 43.69% |
$200K - $201K
|
4.32K
$259K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-3.41K- 18.78% |
$203K - $205K
|
14.8K
$884K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-3.49K- 8.69% |
$208K - $210K
|
36.7K
$2.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.7K- 26.59% |
$220K - $222K
|
10.2K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.71K- 30.15% |
$221K - $223K
|
8.6K
$515K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.74K- 20.51% |
$223K - $225K
|
14.5K
$869K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.83K- 16.0% |
$228K - $230K
|
20.1K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.89K- 26.01% |
$232K - $234K
|
11.1K
$663K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.26K- 1.73% |
$254K - $256K
|
241K
$14.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-4.32K- 15.95% |
$258K - $260K
|
22.8K
$1.36M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-4.49K- 32.84% |
$267K - $270K
|
9.17K
$550K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-4.9K- 58.22% |
$292K - $295K
|
3.52K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-4.93K- 7.64% |
$294K - $296K
|
59.5K
$3.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-4.96K- 13.04% |
$296K - $299K
|
33.1K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.98K- 1.59% |
$297K - $300K
|
308K
$18.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-5.02K- 21.54% |
$299K - $302K
|
18.3K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-5.06K- 24.27% |
$302K - $304K
|
15.8K
$946K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.2K- 0.89% |
$310K - $313K
|
576K
$34.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5.47K- 23.0% |
$326K - $329K
|
18.3K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-5.71K- 32.62% |
$341K - $344K
|
11.8K
$708K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.77K- 10.81% |
$344K - $347K
|
47.6K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.18K- 18.32% |
$368K - $372K
|
27.6K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-6.63K- 91.86% |
$395K - $399K
|
587
$35.2K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.86K- 97.26% |
$409K - $413K
|
193
$11.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.93K- 23.08% |
$413K - $417K
|
23.1K
$1.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-6.99K- 77.8% |
$417K - $420K
|
2K
$120K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.27K- 4.58% |
$433K - $437K
|
151K
$9.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-7.28K- 4.6% |
$434K - $438K
|
151K
$9.06M
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-7.71K- 3.36% |
$459K - $464K
|
222K
$13.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-7.88K- 6.85% |
$469K - $474K
|
107K
$6.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.19K- 5.95% |
$488K - $493K
|
130K
$7.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-8.3K- 33.0% |
$495K - $499K
|
16.8K
$1.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-8.49K- 11.11% |
$506K - $511K
|
67.9K
$4.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-10.2K- 11.98% |
$606K - $611K
|
74.6K
$4.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-10.4K- 4.83% |
$619K - $625K
|
205K
$12.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.4K- 4.59% |
$621K - $627K
|
217K
$13M
|