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 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.7K- 37.69% |
$219K - $220K
|
6.11K
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.74K- 38.63% |
$222K - $223K
|
5.95K
$357K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.74K- 47.64% |
$222K - $223K
|
4.12K
$247K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.84K- 27.47% |
$228K - $229K
|
10.1K
$608K
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-3.92K- 8.51% |
$232K - $234K
|
42.1K
$2.52M
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.12K- 28.7% |
$244K - $246K
|
10.2K
$614K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.16K- 33.46% |
$246K - $248K
|
8.27K
$496K
|
|
|
Jan 17, 2023
Q4 2022
|
Refined Wealth Management
|
SELL
|
- |
-4.21K- 18.66% |
$250K - $251K
|
18.4K
$1.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
SELL
|
- |
-4.3K- 9.07% |
$255K - $256K
|
43.1K
$2.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.35K- 25.92% |
$258K - $259K
|
12.4K
$745K
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-4.42K- 29.65% |
$262K - $263K
|
10.5K
$629K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-4.73K- 10.18% |
$280K - $282K
|
41.7K
$2.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.75K- 56.84% |
$281K - $283K
|
3.6K
$216K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.7K- 49.45% |
$338K - $340K
|
5.83K
$350K
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-5.77K- 10.41% |
$342K - $344K
|
49.6K
$2.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6.19K- 54.44% |
$367K - $369K
|
5.18K
$311K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.33K- 7.83% |
$375K - $377K
|
74.6K
$4.47M
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
SELL
|
- |
-7.17K- 54.14% |
$425K - $427K
|
6.07K
$364K
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-7.37K- 47.41% |
$437K - $439K
|
8.18K
$490K
|
|
|
Feb 14, 2023
Q4 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-7.38K- 1.64% |
$437K - $440K
|
443K
$26.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-7.58K- 17.75% |
$450K - $452K
|
35.1K
$2.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.19K- 35.53% |
$486K - $488K
|
14.9K
$891K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.65K- 25.27% |
$512K - $515K
|
25.6K
$1.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-9.08K- 20.42% |
$538K - $541K
|
35.4K
$2.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-9.37K- 65.99% |
$555K - $558K
|
4.83K
$289K
|
|
|
Jan 20, 2023
Q4 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-10.1K- 65.43% |
$601K - $604K
|
5.36K
$321K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.3KClosed |
$612K - $615K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.9K- 20.58% |
$647K - $651K
|
42.2K
$2.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-11.3K- 4.82% |
$668K - $671K
|
222K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-12.3K- 22.02% |
$732K - $736K
|
43.7K
$2.62M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-14.4K- 5.36% |
$856K - $861K
|
255K
$15.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-17.6K- 14.74% |
$1.04M - $1.05M
|
102K
$6.1M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.4K- 27.47% |
$1.09M - $1.09M
|
48.5K
$2.91M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-22.5K- 40.5% |
$1.33M - $1.34M
|
33K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-23.7K- 11.08% |
$1.4M - $1.41M
|
190K
$11.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-24.9K- 28.05% |
$1.48M - $1.49M
|
63.9K
$3.83M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.1K- 5.57% |
$1.49M - $1.5M
|
427K
$25.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-28.9K- 59.64% |
$1.71M - $1.72M
|
19.5K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-34K- 12.32% |
$2.02M - $2.03M
|
242K
$14.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-39.3K- 6.58% |
$2.33M - $2.34M
|
558K
$33.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-40.5K- 21.03% |
$2.4M - $2.41M
|
152K
$9.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-41.1K- 92.07% |
$2.44M - $2.45M
|
3.54K
$212K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-41.5K- 40.34% |
$2.46M - $2.47M
|
61.3K
$3.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-42.6K- 47.27% |
$2.52M - $2.54M
|
47.5K
$2.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-46.2K- 52.14% |
$2.74M - $2.75M
|
42.4K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-49.7K- 21.49% |
$2.94M - $2.96M
|
181K
$10.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-55.8K- 92.75% |
$3.31M - $3.33M
|
4.36K
$261K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-56.9K- 29.88% |
$3.37M - $3.39M
|
133K
$8M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-75.5K- 88.97% |
$4.47M - $4.5M
|
9.36K
$561K
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-77.6K- 84.66% |
$4.6M - $4.63M
|
14.1K
$843K
|