Purchases and Sales Made in Q4 2022 in First Tr Enhanced Traded Fd Iv (FTSM)

FTSM Quotes by TradingView

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 27, 2023 Q4 2022
Tkg Advisors, LLC

BUY
 -
1.48K
+ 1.29%
$87.6K - $88.1K
116K $6.97M
Feb 03, 2023 Q4 2022
Archer Investment Corp

BUY
 -
1.43K
+ 8.72%
$84.7K - $85.2K
17.8K $1.07M
Feb 08, 2023 Q4 2022
Orion Portfolio Solutions, LLC

BUY
 -
1.38K
+ 15.32%
$81.9K - $82.4K
10.4K $624K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
1.38K
+ 2.85%
$81.8K - $82.2K
49.8K $2.98M
Jan 26, 2023 Q4 2022
Signal Point Asset Management, LLC

BUY
 -
1.34K
+ 6.65%
$79.7K - $80.1K
21.5K $1.29M
Jan 18, 2023 Q4 2022
Juncture Wealth Strategies, LLC

BUY
 -
1.23K
+ 20.69%
$72.9K - $73.3K
7.18K $430K
Jan 23, 2023 Q4 2022
True Wealth Advisors, LLC

BUY
 -
1.1K
+ 0.62%
$65K - $65.4K
178K $10.7M
Feb 15, 2023 Q4 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
979
New
$58K - $58.3K
979 $58.7K
Feb 15, 2023 Q4 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
916
+ 1.24%
$54.3K - $54.6K
74.6K $4.47M
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
873
New
$51.7K - $52K
873 $52.3K
Jan 20, 2023 Q4 2022
Advisor Resource Council

BUY
 -
759
+ 13.36%
$45K - $45.2K
6.44K $386K
Oct 10, 2024 Q4 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
726
+ 5.65%
$43K - $43.3K
13.6K $814K
Jan 19, 2023 Q4 2022
Wt Wealth Management

BUY
 -
671
+ 0.7%
$39.8K - $40K
96.3K $5.78M
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
601
+ 100.0%
$35.6K - $35.8K
1.2K $72.1K
Feb 09, 2023 Q4 2022
Alpha Omega Group, Inc.

BUY
 -
526
+ 6.07%
$31.2K - $31.3K
9.2K $551K
Jan 25, 2023 Q4 2022
Duncker Streett & CO Inc

BUY
 -
500
New
$29.6K - $29.8K
500 $30K
Jan 30, 2023 Q4 2022
Moloney Securities Asset Management, LLC

BUY
 -
429
+ 5.31%
$25.4K - $25.6K
8.51K $510K
Feb 06, 2023 Q4 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
357
+ 6.06%
$21.2K - $21.3K
6.25K $374K
Jan 24, 2023 Q4 2022
Pinnacle Bancorp, Inc.

BUY
 -
330
+ 6.71%
$19.6K - $19.7K
5.25K $314K
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

BUY
 -
221
+ 2.68%
$13.1K - $13.2K
8.47K $508K
Feb 13, 2023 Q4 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
204
New
$12.1K - $12.2K
204 $12.2K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
200
New
$11.9K - $11.9K
200 $12K
Jan 19, 2023 Q4 2022
Wealth Care Investment Partners, LLC

BUY
 -
177
+ 2.35%
$10.5K - $10.5K
7.71K $462K
May 11, 2023 Q4 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
158
+ 5.53%
$9.36K - $9.42K
3.02K $181K
Jan 19, 2023 Q4 2022
Arlington Partners LLC

BUY
 -
153
New
$9.07K - $9.12K
153 $9.17K
Feb 14, 2023 Q4 2022
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
90
+ 0.12%
$5.33K - $5.36K
78.2K $4.69M
Feb 14, 2023 Q4 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
84
New
$4.98K - $5.01K
84 $5.04K
Feb 07, 2023 Q4 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
78
+ 9.43%
$4.62K - $4.65K
905 $54.3K
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
41
+ 1.34%
$2.43K - $2.44K
3.11K $187K
Feb 13, 2023 Q4 2022
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
33
+ 0.94%
$1.96K - $1.97K
3.54K $212K
Feb 06, 2023 Q4 2022
Fsb Premier Wealth Management, Inc.

BUY
 -
32
+ 0.8%
$1.9K - $1.91K
4.04K $242K
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

BUY
 -
21
+ 0.17%
$1.24K - $1.25K
12.5K $749K
Feb 03, 2023 Q4 2022
Sugarloaf Wealth Management, LLC

BUY
 -
21
+ 1.0%
$1.24K - $1.25K
2.12K $127K
Feb 14, 2023 Q4 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
17
+ 0.16%
$1.01K - $1.01K
10.6K $637K
Jan 18, 2023 Q4 2022
Activest Wealth Management

BUY
 -
17
+ 1.01%
$1.01K - $1.01K
1.71K $102K
Feb 13, 2023 Q4 2022
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
9
+ 0.21%
$533 - $536
4.3K $258K
Feb 14, 2023 Q4 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
7
+ 1.0%
$415 - $417
707 $42.4K
Jan 06, 2023 Q4 2022
Rise Advisors, LLC

BUY
 -
5
+ 1.06%
$296 - $298
477 $28.6K
Feb 07, 2023 Q4 2022
Holistic Financial Partners

BUY
 -
1
+ 0.01%
$59.3 - $59.6
8.54K $512K
Feb 07, 2023 Q4 2022
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-1
- 0.06%
$59.3 - $59.6
1.72K $103K
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-26
- 0.17%
$1.54K - $1.55K
15.5K $930K
Jan 17, 2023 Q4 2022
Black Diamond Wealth Management Inc.

SELL
 -
-27
- 0.41%
$1.6K - $1.61K
6.57K $394K
Feb 14, 2023 Q4 2022
Financial Partners Group, Inc

Overland Park, KS
SELL
 -
-31
- 0.36%
$1.84K - $1.85K
8.52K $511K
Feb 07, 2023 Q4 2022
Hudson Portfolio Management LLC

Garrison, NY
SELL
 -
-50
- 0.78%
$2.96K - $2.98K
6.33K $379K
Feb 15, 2023 Q4 2022
Financial Gravity Asset Management, Inc.

SELL
 -
-59
- 50.0%
$3.5K - $3.52K
59 $3.54K
Jan 26, 2023 Q4 2022
American Financial Advisors, LLC

SELL
 -
-65
- 0.51%
$3.85K - $3.87K
12.7K $761K
Jan 13, 2023 Q4 2022
Uncommon Cents Investing LLC

SELL
 -
-70
- 0.28%
$4.15K - $4.17K
24.7K $1.48M
Jan 17, 2023 Q4 2022
Capital Market Strategies LLC

SELL
 -
-83
- 0.53%
$4.92K - $4.95K
15.7K $941K
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

SELL
 -
-101
- 1.13%
$5.99K - $6.02K
8.86K $531K

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