Purchases and Sales Made in Q4 2023 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 2023. 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 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.91M+ 3702.22% |
$173M - $174M
|
2.99M
$179M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.86M+ 15.4% |
$111M - $111M
|
14M
$837M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.54M+ 821.22% |
$91.7M - $92.4M
|
1.73M
$104M
|
|
|
Feb 12, 2024
Q4 2023
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
612KNew |
$36.4M - $36.6M
|
612K
$36.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
547K+ 156.35% |
$32.5M - $32.7M
|
897K
$53.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
455K+ 53.87% |
$27M - $27.2M
|
1.3M
$77.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
393KNew |
$23.4M - $23.5M
|
393K
$23.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
346KNew |
$20.6M - $20.7M
|
346K
$20.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
251K+ 8.85% |
$14.9M - $15M
|
3.08M
$185M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
212KNew |
$12.6M - $12.7M
|
212K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
197K+ 24.89% |
$11.7M - $11.8M
|
988K
$59.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
174K+ 114.14% |
$10.3M - $10.4M
|
327K
$19.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
153K+ 126.05% |
$9.08M - $9.14M
|
274K
$16.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
150K+ 4156.41% |
$8.94M - $9.01M
|
154K
$9.24M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
150KNew |
$8.9M - $8.97M
|
150K
$8.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
145KNew |
$8.62M - $8.69M
|
145K
$8.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
125K+ 40.68% |
$7.41M - $7.46M
|
431K
$25.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
121KNew |
$7.19M - $7.24M
|
121K
$7.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
108K+ 33.71% |
$6.4M - $6.44M
|
427K
$25.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
97.2K+ 39.47% |
$5.78M - $5.82M
|
344K
$20.6M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
81.9KNew |
$4.87M - $4.9M
|
81.9K
$4.91M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
78.2KNew |
$4.65M - $4.68M
|
78.2K
$4.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
70.2KNew |
$4.17M - $4.2M
|
70.2K
$4.21M
|
|
|
Jan 24, 2024
Q4 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
67.4K+ 30.13% |
$4.01M - $4.04M
|
291K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
65.2K+ 22.33% |
$3.88M - $3.9M
|
357K
$21.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
65KNew |
$3.86M - $3.89M
|
65K
$3.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
61.7K+ 95.0% |
$3.67M - $3.69M
|
127K
$7.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
60.1K+ 61.39% |
$3.57M - $3.6M
|
158K
$9.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
60K+ 58.87% |
$3.57M - $3.59M
|
162K
$9.71M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
54KNew |
$3.21M - $3.23M
|
54K
$3.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
49.5K+ 18.71% |
$2.94M - $2.97M
|
314K
$18.8M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
48.6K+ 166.27% |
$2.89M - $2.91M
|
77.8K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
48K+ 19.26% |
$2.85M - $2.87M
|
297K
$17.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
47.5K+ 130.46% |
$2.83M - $2.85M
|
84K
$5.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
47K+ 266.76% |
$2.79M - $2.81M
|
64.6K
$3.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.7K+ 32.23% |
$2.66M - $2.68M
|
184K
$11M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
43.4K+ 233.58% |
$2.58M - $2.6M
|
62K
$3.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
42.9KNew |
$2.55M - $2.57M
|
42.9K
$2.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
41K+ 14.07% |
$2.44M - $2.45M
|
332K
$19.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
38.2KNew |
$2.27M - $2.28M
|
38.2K
$2.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
37.4K+ 30.3% |
$2.23M - $2.24M
|
161K
$9.66M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
36KNew |
$2.14M - $2.16M
|
36K
$2.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
35.3K+ 119.93% |
$2.1M - $2.11M
|
64.8K
$3.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
33.6K+ 24.82% |
$2M - $2.01M
|
169K
$10.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
33.1K+ 16.89% |
$1.97M - $1.98M
|
229K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
33.1K+ 3.43% |
$1.96M - $1.98M
|
996K
$59.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
33K+ 526.79% |
$1.96M - $1.97M
|
39.2K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
31.7KNew |
$1.88M - $1.89M
|
31.7K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
31.4KNew |
$1.87M - $1.88M
|
31.4K
$1.88M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
28.1K+ 111.52% |
$1.67M - $1.68M
|
53.3K
$3.19M
|