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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
26.7KNew |
$1.58M - $1.6M
|
26.7K
$1.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
26.3KNew |
$1.56M - $1.57M
|
26.3K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
25.2KNew |
$1.5M - $1.51M
|
25.2K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
24KNew |
$1.43M - $1.44M
|
24K
$1.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
22.9KNew |
$1.36M - $1.37M
|
22.9K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
22.4K+ 14.12% |
$1.33M - $1.34M
|
181K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
22.2K+ 155.63% |
$1.32M - $1.33M
|
36.5K
$2.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.8KNew |
$1.29M - $1.3M
|
21.8K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
21.7KNew |
$1.29M - $1.3M
|
21.7K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
20.5K+ 8.79% |
$1.22M - $1.23M
|
254K
$15.2M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
19.7KNew |
$1.17M - $1.18M
|
19.7K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
19.4KNew |
$1.15M - $1.16M
|
19.4K
$1.16M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
18.6KNew |
$1.11M - $1.12M
|
18.6K
$1.12M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.6KNew |
$1.05M - $1.06M
|
17.6K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16.8K+ 8.05% |
$998K - $1M
|
225K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.6K+ 9.48% |
$985K - $992K
|
191K
$11.5M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
16.3KNew |
$969K - $976K
|
16.3K
$978K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
15.6K+ 73.23% |
$930K - $936K
|
37K
$2.22M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15.6KNew |
$925K - $932K
|
15.6K
$933K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
15.4K+ 71.67% |
$915K - $921K
|
36.9K
$2.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
14.5KNew |
$864K - $870K
|
14.5K
$871K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14.5KNew |
$861K - $867K
|
14.5K
$869K
|
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
13.6KNew |
$806K - $812K
|
13.6K
$813K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
12.9KNew |
$767K - $773K
|
12.9K
$774K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12.9K+ 16.89% |
$765K - $770K
|
89.1K
$5.34M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
12.8KNew |
$762K - $767K
|
12.8K
$769K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
12.8K+ 25.4% |
$760K - $765K
|
63.1K
$3.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
12.6KNew |
$752K - $757K
|
12.6K
$758K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.6K+ 2.25% |
$752K - $757K
|
574K
$34.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12.4K+ 25.53% |
$739K - $744K
|
61.1K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12.4K+ 684.7% |
$734K - $739K
|
14.2K
$849K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.3K+ 118.94% |
$731K - $736K
|
22.6K
$1.36M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12.2K+ 85.45% |
$723K - $728K
|
26.4K
$1.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
12.1K+ 62.97% |
$721K - $726K
|
31.4K
$1.88M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.9K+ 9.4% |
$707K - $712K
|
138K
$8.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
11.6KNew |
$687K - $692K
|
11.6K
$693K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
11.3K+ 6.38% |
$674K - $679K
|
189K
$11.4M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
11.1K+ 21.09% |
$658K - $662K
|
63.6K
$3.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10.8K+ 12.09% |
$641K - $645K
|
99.9K
$5.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.5K+ 15.95% |
$621K - $626K
|
76K
$4.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.1KNew |
$601K - $606K
|
10.1K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.61K+ 186.38% |
$571K - $575K
|
14.8K
$885K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
9.2KNew |
$547K - $551K
|
9.2K
$552K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
8.29KNew |
$493K - $496K
|
8.29K
$497K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.01K+ 2.9% |
$476K - $479K
|
284K
$17M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.75KNew |
$460K - $464K
|
7.75K
$464K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.55KNew |
$449K - $452K
|
7.55K
$453K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
7.16K+ 8.67% |
$426K - $429K
|
89.8K
$5.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
7.08K+ 1.4% |
$421K - $424K
|
513K
$30.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
6.73KNew |
$400K - $403K
|
6.73K
$404K
|