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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-3.6K- 12.56% |
$214K - $215K
|
25K
$1.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.64K- 10.31% |
$217K - $218K
|
31.7K
$1.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-3.68K- 55.71% |
$219K - $220K
|
2.93K
$175K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-3.92K- 13.08% |
$233K - $235K
|
26.1K
$1.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.03K- 20.79% |
$239K - $241K
|
15.3K
$917K
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-4.14K- 5.59% |
$246K - $248K
|
69.9K
$4.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-4.15K- 11.86% |
$247K - $248K
|
30.8K
$1.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.2K- 4.16% |
$249K - $251K
|
96.7K
$5.78M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.34K- 7.08% |
$258K - $260K
|
56.9K
$3.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.83K- 20.12% |
$287K - $289K
|
19.2K
$1.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.85K- 30.21% |
$288K - $290K
|
11.2K
$670K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.95K- 14.1% |
$294K - $296K
|
30.2K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.01K- 3.11% |
$298K - $300K
|
156K
$9.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.22K- 17.55% |
$310K - $312K
|
24.5K
$1.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5.27K- 44.42% |
$313K - $315K
|
6.59K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-5.44K- 9.67% |
$323K - $325K
|
50.8K
$3.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-5.46K- 36.97% |
$324K - $327K
|
9.31K
$557K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.48K- 21.21% |
$326K - $328K
|
20.3K
$1.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-5.56K- 4.75% |
$330K - $333K
|
112K
$6.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.72K- 23.24% |
$340K - $342K
|
18.9K
$1.13M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.75K- 15.05% |
$342K - $344K
|
32.5K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.78K- 97.47% |
$344K - $346K
|
150
$8.97K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-5.8K- 52.01% |
$345K - $347K
|
5.35K
$320K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-5.9K- 39.6% |
$351K - $353K
|
9K
$538K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.2K- 60.19% |
$368K - $371K
|
4.1K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.41K- 11.06% |
$381K - $383K
|
51.5K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.67K- 15.72% |
$396K - $399K
|
35.8K
$2.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-6.68K- 4.66% |
$397K - $400K
|
137K
$8.17M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.69K- 48.34% |
$397K - $400K
|
7.15K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.09K- 12.5% |
$421K - $424K
|
49.6K
$2.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.43K- 22.37% |
$442K - $445K
|
25.8K
$1.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.49K- 28.51% |
$445K - $448K
|
18.8K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.81K- 52.53% |
$464K - $467K
|
7.06K
$422K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.85K- 2.89% |
$466K - $470K
|
264K
$15.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-7.88K- 20.4% |
$468K - $471K
|
30.7K
$1.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-7.99K- 12.05% |
$475K - $478K
|
58.4K
$3.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.26K- 11.78% |
$491K - $494K
|
61.8K
$3.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-8.9K- 32.8% |
$529K - $533K
|
18.2K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8.96K- 27.3% |
$532K - $536K
|
23.9K
$1.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-9.58K- 63.86% |
$569K - $573K
|
5.42K
$324K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-9.89K- 71.27% |
$588K - $592K
|
3.99K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-9.92K- 43.61% |
$589K - $594K
|
12.8K
$767K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.6K- 11.24% |
$632K - $636K
|
84K
$5.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11K- 38.54% |
$656K - $660K
|
17.6K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-11.3K- 19.75% |
$671K - $675K
|
45.9K
$2.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-11.3K- 13.42% |
$672K - $677K
|
72.9K
$4.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-11.6K- 19.23% |
$692K - $697K
|
48.9K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-12.2K- 64.04% |
$726K - $732K
|
6.86K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-12.9K- 97.21% |
$765K - $770K
|
370
$22.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-13.1K- 6.3% |
$777K - $783K
|
195K
$11.6M
|