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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-120- 0.95% |
$7.11K - $7.15K
|
12.5K
$749K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-129- 54.89% |
$7.65K - $7.69K
|
106
$6.34K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-133- 0.29% |
$7.88K - $7.93K
|
46.5K
$2.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-135- 1.42% |
$8K - $8.05K
|
9.35K
$559K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-201- 98.05% |
$11.9K - $12K
|
4
$239
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-224- 4.68% |
$13.3K - $13.4K
|
4.56K
$273K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-231- 91.3% |
$13.7K - $13.8K
|
22
$1.32K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-250- 0.44% |
$14.8K - $14.9K
|
56.8K
$3.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-290- 3.06% |
$17.2K - $17.3K
|
9.19K
$549K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-315- 65.76% |
$18.7K - $18.8K
|
164
$9.81K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-350- 0.3% |
$20.7K - $20.9K
|
116K
$6.91M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-401- 6.11% |
$23.8K - $23.9K
|
6.16K
$369K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-403- 3.62% |
$23.9K - $24K
|
10.7K
$641K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-414- 45.25% |
$24.5K - $24.7K
|
501
$30K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-422- 0.75% |
$25K - $25.2K
|
55.7K
$3.33M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-443- 4.03% |
$26.3K - $26.4K
|
10.6K
$632K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-527- 6.74% |
$31.2K - $31.4K
|
7.3K
$436K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-533- 1.58% |
$31.6K - $31.8K
|
33.3K
$1.99M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-614- 7.71% |
$36.4K - $36.6K
|
7.35K
$440K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-684- 6.79% |
$40.5K - $40.8K
|
9.4K
$562K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-728- 65.12% |
$43.1K - $43.4K
|
390
$23.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-740- 4.6% |
$43.9K - $44.1K
|
15.3K
$918K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-746- 47.28% |
$44.2K - $44.5K
|
832
$49.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-866- 4.44% |
$51.3K - $51.6K
|
18.7K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-941- 4.61% |
$55.8K - $56.1K
|
19.5K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-950- 7.1% |
$56.3K - $56.6K
|
12.4K
$743K
|
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-990- 3.96% |
$58.7K - $59K
|
24K
$1.44M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1K- 15.33% |
$59.3K - $59.6K
|
5.52K
$330K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.11K- 1.05% |
$65.6K - $65.9K
|
104K
$6.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.17K- 4.93% |
$69.4K - $69.8K
|
22.6K
$1.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.26K- 6.78% |
$74.4K - $74.9K
|
17.3K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.29K- 1.0% |
$76.3K - $76.8K
|
127K
$7.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.33K- 2.74% |
$79.1K - $79.5K
|
47.4K
$2.83M
|
|
|
Feb 03, 2023
Q4 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.42K- 4.94% |
$84K - $84.5K
|
27.3K
$1.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.45K- 26.64% |
$85.9K - $86.4K
|
3.99K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.53K- 14.38% |
$90.7K - $91.2K
|
9.12K
$545K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.6K- 65.04% |
$95.1K - $95.6K
|
862
$51.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.64K- 3.47% |
$97K - $97.6K
|
45.6K
$2.73M
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.7K- 17.45% |
$101K - $101K
|
8.05K
$481K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.91K- 5.01% |
$113K - $114K
|
36.1K
$2.16M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.92K- 34.96% |
$114K - $115K
|
3.58K
$214K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.03K- 16.69% |
$120K - $121K
|
10.1K
$605K
|
|
|
Jan 27, 2023
Q4 2022
|
Strid Group, LLC
|
SELL
|
- |
-2.08K- 4.51% |
$123K - $124K
|
44.1K
$2.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.23K- 28.12% |
$132K - $133K
|
5.7K
$341K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2.4K- 5.85% |
$142K - $143K
|
38.7K
$2.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.58K- 6.72% |
$153K - $154K
|
35.8K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.98K- 40.62% |
$177K - $178K
|
4.36K
$261K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.1K- 17.94% |
$184K - $185K
|
14.2K
$848K
|
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-3.17K- 36.26% |
$188K - $189K
|
5.58K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3.59K- 24.74% |
$213K - $214K
|
10.9K
$653K
|