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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
29.5KNew |
$1.75M - $1.76M
|
29.5K
$1.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
27K+ 32.18% |
$1.6M - $1.61M
|
111K
$6.64M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
25.8KNew |
$1.53M - $1.54M
|
25.8K
$1.55M
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
25.2K+ 2529.35% |
$1.49M - $1.5M
|
26.2K
$1.57M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
23.5K+ 4.95% |
$1.39M - $1.4M
|
498K
$29.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.4K+ 136.13% |
$1.39M - $1.4M
|
40.7K
$2.44M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
22.5K+ 48.55% |
$1.33M - $1.34M
|
68.8K
$4.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
22KNew |
$1.31M - $1.31M
|
22K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22K+ 58.46% |
$1.3M - $1.31M
|
59.5K
$3.57M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
21.6KNew |
$1.28M - $1.29M
|
21.6K
$1.29M
|
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
BUY
|
- |
21.5K+ 9.82% |
$1.27M - $1.28M
|
240K
$14.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
20.2K+ 30.06% |
$1.2M - $1.2M
|
87.3K
$5.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
20KNew |
$1.19M - $1.19M
|
20K
$1.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19.2KNew |
$1.14M - $1.15M
|
19.2K
$1.15M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
18.8K+ 121.72% |
$1.11M - $1.12M
|
34.2K
$2.05M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
18.2KNew |
$1.08M - $1.08M
|
18.2K
$1.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
17.5K+ 6.47% |
$1.04M - $1.04M
|
288K
$17.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
16KNew |
$949K - $954K
|
16K
$959K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
16KNew |
$948K - $953K
|
16K
$959K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
15.8KNew |
$934K - $939K
|
15.8K
$944K
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
15.6KNew |
$927K - $932K
|
15.6K
$938K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.9K+ 46.35% |
$882K - $887K
|
47K
$2.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
14.1K+ 405.16% |
$837K - $842K
|
17.6K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
14.1K+ 29.95% |
$837K - $841K
|
61.2K
$3.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
13.7KNew |
$810K - $814K
|
13.7K
$819K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
13KNew |
$769K - $773K
|
13K
$778K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.8KNew |
$758K - $762K
|
12.8K
$767K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.8K+ 6.94% |
$756K - $760K
|
197K
$11.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
12.5K+ 170.46% |
$739K - $743K
|
19.8K
$1.19M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
12.4K+ 21.47% |
$735K - $739K
|
70.2K
$4.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
12.2KNew |
$722K - $726K
|
12.2K
$730K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
10.9K+ 156.08% |
$648K - $652K
|
17.9K
$1.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.8K+ 1.96% |
$641K - $645K
|
562K
$33.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
10.8K+ 292.16% |
$638K - $642K
|
14.5K
$866K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.5K+ 61.21% |
$625K - $628K
|
27.8K
$1.66M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.5K+ 22.48% |
$620K - $624K
|
57K
$3.42M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.5K+ 68.68% |
$620K - $623K
|
25.7K
$1.54M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.4KNew |
$618K - $622K
|
10.4K
$625K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
10.1KNew |
$599K - $602K
|
10.1K
$606K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.1K+ 8.18% |
$599K - $602K
|
134K
$8.01M
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
10.1K+ 30.15% |
$598K - $602K
|
43.6K
$2.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
9.91K+ 27.64% |
$588K - $591K
|
45.8K
$2.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
9.83K+ 23.76% |
$582K - $586K
|
51.2K
$3.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
9.76K+ 0.94% |
$578K - $581K
|
1.04M
$62.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
9.46KNew |
$561K - $564K
|
9.46K
$567K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9.33K+ 29.55% |
$553K - $556K
|
40.9K
$2.45M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
9.29K+ 58.85% |
$551K - $554K
|
25.1K
$1.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.99K+ 46.28% |
$533K - $536K
|
28.4K
$1.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
8.58K+ 13.89% |
$508K - $511K
|
70.3K
$4.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.43K+ 172.88% |
$500K - $503K
|
13.3K
$798K
|