Purchases and Sales Made in Q1 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 Q1 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 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-4.26K- 8.94% |
$254K - $255K
|
43.4K
$2.6M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4.43K- 53.62% |
$263K - $265K
|
3.83K
$229K
|
|
|
Apr 22, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-4.44K- 33.4% |
$264K - $266K
|
8.86K
$530K
|
|
|
May 12, 2022
Q1 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-4.45K- 30.58% |
$265K - $266K
|
10.1K
$604K
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-4.52KClosed |
$269K - $270K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-4.61KClosed |
$274K - $275K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.65K- 29.54% |
$277K - $278K
|
11.1K
$663K
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-4.8K- 34.41% |
$286K - $287K
|
9.16K
$547K
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.87K- 21.17% |
$290K - $291K
|
18.1K
$1.08M
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.42KClosed |
$322K - $324K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.59KClosed |
$332K - $334K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.76K- 4.39% |
$343K - $345K
|
125K
$7.5M
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.86K- 5.9% |
$349K - $350K
|
93.5K
$5.59M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.89K- 19.69% |
$350K - $352K
|
24K
$1.43M
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-6.3KClosed |
$375K - $377K
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.31K- 18.79% |
$375K - $377K
|
27.3K
$1.63M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.4K- 24.76% |
$380K - $383K
|
19.4K
$1.16M
|
|
|
Apr 20, 2022
Q1 2022
|
Refined Wealth Management
|
SELL
|
- |
-6.59K- 22.29% |
$392K - $394K
|
23K
$1.37M
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-6.75K- 46.75% |
$402K - $404K
|
7.69K
$460K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.83K- 7.0% |
$406K - $408K
|
90.7K
$5.42M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-7.33K- 23.1% |
$436K - $438K
|
24.4K
$1.46M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.55K- 20.79% |
$449K - $452K
|
28.8K
$1.72M
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-7.59K- 37.72% |
$451K - $454K
|
12.5K
$749K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.05K- 15.55% |
$479K - $481K
|
43.7K
$2.61M
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-8.54K- 37.42% |
$508K - $510K
|
14.3K
$853K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.63K- 59.04% |
$513K - $516K
|
5.99K
$358K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.81K- 1.63% |
$524K - $527K
|
530K
$31.7M
|
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
SELL
|
- |
-9.33K- 14.14% |
$555K - $558K
|
56.6K
$3.38M
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
SELL
|
- |
-9.42K- 35.2% |
$560K - $563K
|
17.3K
$1.04M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-9.52K- 13.17% |
$566K - $569K
|
62.8K
$3.75M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-9.55KClosed |
$568K - $571K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-9.57K- 10.33% |
$569K - $573K
|
83.1K
$4.97M
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-10.1K- 45.22% |
$598K - $601K
|
12.2K
$728K
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
SELL
|
- |
-10.6KClosed |
$630K - $634K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-12.1KClosed |
$722K - $725K
|
0
$0
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-12.6K- 78.98% |
$751K - $755K
|
3.36K
$201K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.7K- 6.22% |
$755K - $759K
|
191K
$11.4M
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-13.1K- 11.8% |
$781K - $785K
|
98.2K
$5.87M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-13.3K- 14.95% |
$789K - $793K
|
75.4K
$4.51M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.2K- 22.06% |
$846K - $851K
|
50.3K
$3M
|
|
|
May 19, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-15.6K- 12.46% |
$930K - $935K
|
110K
$6.57M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.4K- 7.81% |
$977K - $982K
|
194K
$11.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-18.2K- 21.04% |
$1.08M - $1.09M
|
68.4K
$4.09M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19.3K- 23.63% |
$1.15M - $1.16M
|
62.5K
$3.74M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-20.2K- 21.11% |
$1.2M - $1.21M
|
75.3K
$4.5M
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
SELL
|
- |
-20.8KClosed |
$1.24M - $1.25M
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-21.2K- 25.0% |
$1.26M - $1.27M
|
63.6K
$3.8M
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-21.2K- 24.25% |
$1.26M - $1.27M
|
66.3K
$3.97M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-26.4K- 28.58% |
$1.57M - $1.58M
|
66.1K
$3.95M
|
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
SELL
|
- |
-27.1K- 7.03% |
$1.61M - $1.62M
|
358K
$21.4M
|