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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.7K- 18.41% |
$639K - $645K
|
47.5K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 4.92% |
$666K - $672K
|
216K
$12.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-11.3K- 7.45% |
$672K - $678K
|
140K
$8.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-11.3K- 43.55% |
$676K - $682K
|
14.7K
$881K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-11.9K- 41.38% |
$707K - $713K
|
16.8K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.1K- 4.66% |
$722K - $729K
|
248K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-12.8K- 14.67% |
$765K - $772K
|
74.6K
$4.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-14.2K- 58.92% |
$847K - $855K
|
9.91K
$594K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-14.5K- 12.02% |
$862K - $870K
|
106K
$6.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-15.2K- 36.62% |
$908K - $917K
|
26.4K
$1.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-15.3K- 51.77% |
$910K - $918K
|
14.2K
$852K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-16.5K- 9.24% |
$981K - $990K
|
162K
$9.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-17.1K- 45.22% |
$1.02M - $1.03M
|
20.8K
$1.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.8K- 4.17% |
$1.06M - $1.07M
|
410K
$24.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-18.1K- 7.43% |
$1.08M - $1.09M
|
226K
$13.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.4K- 2.43% |
$1.16M - $1.17M
|
781K
$46.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-19.9K- 22.09% |
$1.18M - $1.19M
|
70K
$4.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-22.8K- 27.06% |
$1.36M - $1.37M
|
61.4K
$3.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-23K- 15.22% |
$1.37M - $1.39M
|
128K
$7.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-23.5K- 25.79% |
$1.4M - $1.42M
|
67.7K
$4.06M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-25.2K- 9.26% |
$1.5M - $1.52M
|
247K
$14.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-28.8K- 9.16% |
$1.72M - $1.73M
|
286K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30.4K- 35.63% |
$1.81M - $1.83M
|
55K
$3.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-31.8K- 43.45% |
$1.9M - $1.91M
|
41.4K
$2.48M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-36.2K- 53.44% |
$2.16M - $2.18M
|
31.5K
$1.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-36.5K- 24.3% |
$2.17M - $2.19M
|
114K
$6.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-40.3K- 24.89% |
$2.4M - $2.42M
|
122K
$7.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-42.3K- 44.71% |
$2.52M - $2.55M
|
52.3K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-44.5K- 92.2% |
$2.66M - $2.68M
|
3.77K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-46.7K- 22.7% |
$2.78M - $2.81M
|
159K
$9.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-51.7K- 24.35% |
$3.08M - $3.11M
|
161K
$9.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-53.1K- 49.74% |
$3.17M - $3.19M
|
53.7K
$3.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-58.8K- 4.09% |
$3.51M - $3.54M
|
1.38M
$82.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-70.3K- 18.85% |
$4.19M - $4.23M
|
303K
$18.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-77.9K- 85.47% |
$4.64M - $4.69M
|
13.2K
$794K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-93.8K- 47.1% |
$5.59M - $5.64M
|
105K
$6.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-102K- 26.5% |
$6.05M - $6.11M
|
282K
$16.9M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-112K- 59.84% |
$6.67M - $6.73M
|
75.1K
$4.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-114K- 32.5% |
$6.78M - $6.84M
|
236K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-114K- 48.02% |
$6.8M - $6.86M
|
123K
$7.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-123K- 98.35% |
$7.31M - $7.38M
|
2.06K
$124K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-146K- 37.42% |
$8.7M - $8.78M
|
244K
$14.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-149K- 8.64% |
$8.89M - $8.97M
|
1.58M
$94.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-155K- 36.24% |
$9.21M - $9.29M
|
272K
$16.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-181K- 22.97% |
$10.8M - $10.9M
|
608K
$36.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-181K- 33.35% |
$10.8M - $10.9M
|
362K
$21.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-187K- 64.59% |
$11.2M - $11.3M
|
103K
$6.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-200K- 2.34% |
$11.9M - $12.1M
|
8.37M
$502M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-203K- 7.69% |
$12.1M - $12.2M
|
2.43M
$146M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-215K- 15.48% |
$12.8M - $12.9M
|
1.17M
$70.3M
|