Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
124KNew |
$7.38M - $7.42M
|
124K
$7.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
121K+ 38.17% |
$7.19M - $7.24M
|
439K
$26.3M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
119KNew |
$7.03M - $7.07M
|
119K
$7.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
106K+ 140.31% |
$6.27M - $6.3M
|
181K
$10.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
105K+ 140.0% |
$6.25M - $6.28M
|
181K
$10.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
102K+ 122.83% |
$6.07M - $6.1M
|
186K
$11.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
102K+ 4784.81% |
$6.03M - $6.06M
|
104K
$6.23M
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
87.2KNew |
$5.17M - $5.2M
|
87.2K
$5.23M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
85.8K+ 123.92% |
$5.08M - $5.11M
|
155K
$9.29M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
84.9K+ 194.15% |
$5.03M - $5.06M
|
129K
$7.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
81.3K+ 36.4% |
$4.82M - $4.85M
|
305K
$18.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
81.2K+ 188.37% |
$4.81M - $4.84M
|
124K
$7.45M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
81.1K+ 2317.2% |
$4.81M - $4.83M
|
84.6K
$5.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
78.9KNew |
$4.68M - $4.7M
|
78.9K
$4.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
76.4K+ 8.89% |
$4.53M - $4.55M
|
936K
$56.1M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
74.8KNew |
$4.43M - $4.46M
|
74.8K
$4.48M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
73.6KNew |
$4.36M - $4.38M
|
73.6K
$4.41M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
69.3KNew |
$4.11M - $4.13M
|
69.3K
$4.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
68.5K+ 16.38% |
$4.06M - $4.08M
|
487K
$29.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
67K+ 1243.66% |
$3.97M - $3.99M
|
72.4K
$4.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
66.5KNew |
$3.94M - $3.97M
|
66.5K
$3.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
66K+ 34.36% |
$3.91M - $3.94M
|
258K
$15.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
64K+ 22.26% |
$3.79M - $3.81M
|
351K
$21.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
60.2KNew |
$3.57M - $3.59M
|
60.2K
$3.61M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
58.4K+ 700.72% |
$3.46M - $3.48M
|
66.7K
$4M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
58K+ 499.62% |
$3.44M - $3.46M
|
69.6K
$4.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
56.7K+ 53.93% |
$3.36M - $3.38M
|
162K
$9.71M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
55.4KNew |
$3.28M - $3.3M
|
55.4K
$3.32M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
54.7K+ 167.08% |
$3.24M - $3.26M
|
87.4K
$5.24M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
53.3K+ 71.85% |
$3.16M - $3.17M
|
127K
$7.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
50.2K+ 44.5% |
$2.98M - $2.99M
|
163K
$9.78M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
50.2KNew |
$2.97M - $2.99M
|
50.2K
$3.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
47.3K+ 42.98% |
$2.8M - $2.82M
|
157K
$9.43M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
42.6K+ 21.83% |
$2.52M - $2.54M
|
238K
$14.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
42.5K+ 78.97% |
$2.52M - $2.53M
|
96.2K
$5.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
39.9KNew |
$2.37M - $2.38M
|
39.9K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39.4K+ 26.42% |
$2.34M - $2.35M
|
189K
$11.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
39.3K+ 63.77% |
$2.33M - $2.34M
|
101K
$6.05M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
39.2K+ 7.18% |
$2.32M - $2.33M
|
584K
$35M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
38.9KNew |
$2.31M - $2.32M
|
38.9K
$2.33M
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
36.7KNew |
$2.18M - $2.19M
|
36.7K
$2.2M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36.5K+ 47.64% |
$2.16M - $2.18M
|
113K
$6.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
35.3KNew |
$2.09M - $2.1M
|
35.3K
$2.11M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
35.1KNew |
$2.08M - $2.09M
|
35.1K
$2.11M
|
|
|
Feb 03, 2023
Q4 2022
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
33.7KNew |
$2M - $2.01M
|
33.7K
$2.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33.5K+ 166.23% |
$1.99M - $2M
|
53.7K
$3.22M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33.5K+ 166.23% |
$1.99M - $2M
|
53.7K
$3.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
30.1K+ 7.34% |
$1.79M - $1.8M
|
441K
$26.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
30.1K+ 158.19% |
$1.78M - $1.79M
|
49.1K
$2.94M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
29.6KNew |
$1.75M - $1.76M
|
29.6K
$1.77M
|