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 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-79.2K- 60.9% |
$4.7M - $4.72M
|
50.9K
$3.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-84K- 89.78% |
$4.98M - $5M
|
9.56K
$572K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-102K- 5.91% |
$6.07M - $6.11M
|
1.63M
$97.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-116K- 25.96% |
$6.89M - $6.93M
|
332K
$19.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-118K- 19.63% |
$6.98M - $7.02M
|
482K
$28.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-120K- 60.52% |
$7.13M - $7.17M
|
78.5K
$4.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-123K- 42.55% |
$7.27M - $7.31M
|
166K
$9.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-153K- 37.15% |
$9.07M - $9.12M
|
259K
$15.5M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-203K- 38.58% |
$12M - $12.1M
|
323K
$19.3M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-214K- 24.12% |
$12.7M - $12.8M
|
674K
$40.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-599K- 64.98% |
$35.5M - $35.7M
|
323K
$19.3M
|