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 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-430- 89.21% |
$25.6K - $25.7K
|
52
$3.12K
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-470- 2.1% |
$27.9K - $28.1K
|
21.9K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-472- 16.45% |
$28.1K - $28.2K
|
2.4K
$144K
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-478- 6.84% |
$28.4K - $28.6K
|
6.51K
$390K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-500- 8.63% |
$29.7K - $29.9K
|
5.29K
$317K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-500- 9.05% |
$29.7K - $29.9K
|
5.02K
$301K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-517- 11.05% |
$30.7K - $30.9K
|
4.16K
$249K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-570- 1.63% |
$33.9K - $34.1K
|
34.4K
$2.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-577- 6.49% |
$34.3K - $34.5K
|
8.32K
$499K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-611- 7.37% |
$36.3K - $36.6K
|
7.67K
$460K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-614- 3.06% |
$36.5K - $36.7K
|
19.5K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-710- 29.46% |
$42.2K - $42.5K
|
1.7K
$102K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-850- 3.89% |
$50.5K - $50.9K
|
21K
$1.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-884- 3.26% |
$52.5K - $52.9K
|
26.3K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-893- 6.5% |
$53.1K - $53.4K
|
12.9K
$771K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-957- 8.06% |
$56.9K - $57.3K
|
10.9K
$655K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-967- 11.65% |
$57.5K - $57.9K
|
7.33K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.21K- 19.6% |
$71.9K - $72.4K
|
4.96K
$297K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.33K- 25.62% |
$79.1K - $79.7K
|
3.86K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.49K- 9.43% |
$88.4K - $89.1K
|
14.3K
$857K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.55K- 13.93% |
$92.1K - $92.8K
|
9.58K
$574K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.62K- 15.47% |
$96.5K - $97.2K
|
8.87K
$532K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.64K- 25.01% |
$97.5K - $98.2K
|
4.92K
$295K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.73K- 3.02% |
$103K - $104K
|
55.7K
$3.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.77K- 18.06% |
$105K - $106K
|
8.02K
$480K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.81K- 8.74% |
$108K - $108K
|
18.9K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.87K- 2.07% |
$111K - $112K
|
88.5K
$5.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.97K- 23.65% |
$117K - $118K
|
6.35K
$381K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2K- 2.51% |
$119K - $120K
|
77.6K
$4.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2K- 49.67% |
$119K - $120K
|
2.03K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-2.03K- 1.58% |
$120K - $121K
|
126K
$7.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.08K- 15.15% |
$123K - $124K
|
11.6K
$697K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.1K- 6.96% |
$125K - $126K
|
28.1K
$1.68M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.19K- 11.91% |
$130K - $131K
|
16.2K
$970K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-2.21K- 25.47% |
$131K - $132K
|
6.46K
$387K
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
SELL
|
- |
-2.29K- 6.35% |
$136K - $137K
|
33.9K
$2.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-2.31K- 5.29% |
$137K - $138K
|
41.3K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.52K- 16.92% |
$150K - $151K
|
12.4K
$742K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-2.64K- 22.41% |
$157K - $158K
|
9.12K
$547K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.79K- 13.6% |
$166K - $167K
|
17.7K
$1.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Refined Wealth Management
|
SELL
|
- |
-2.88K- 15.76% |
$171K - $172K
|
15.4K
$923K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.99K- 11.4% |
$178K - $179K
|
23.2K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3K- 6.54% |
$178K - $179K
|
42.9K
$2.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-3.12K- 2.2% |
$186K - $187K
|
139K
$8.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.27K- 15.11% |
$194K - $196K
|
18.4K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.37K- 11.03% |
$200K - $202K
|
27.2K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.41K- 14.25% |
$203K - $204K
|
20.5K
$1.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.55K- 10.96% |
$211K - $212K
|
28.8K
$1.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.55K- 28.54% |
$211K - $213K
|
8.89K
$533K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-3.58K- 1.83% |
$213K - $214K
|
192K
$11.5M
|