Who owns First Trust Iv Enhanced Short?
- Ticker: FTSM
- CUSIP Number: 33739q408
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Analyze quarterly positions in First Trust Iv Enhanced Short with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold First Trust Iv Enhanced Short this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Morgan Stanley | 12M | $721M | -9% | Jun 2024 |
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LPL Financial | 8.4M | $501M | -2% | Sep 2024 |
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Wells Fargo & Company | 7.6M | $457M | -5% | Sep 2024 |
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Bank of America Corporation | 2.6M | $158M | -10% | Sep 2024 |
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Royal Bank of Canada | 2.4M | $146M | -8% | Sep 2024 |
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Raymond James Financial Services Advisors | 1.8M | $106M | 7% | Sep 2024 |
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Advisor Group Holdings | 1.6M | $94M | -29% | Sep 2024 |
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GDS Wealth Management | 1.5M | $88M | 205% | Sep 2024 |
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Cetera Investment Advisers | 1.4M | $86M | -11% | Jun 2024 |
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Renaissance Technologies | 1.4M | $83M | 10% | Sep 2024 |
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Bramshill Investments | 1.3M | $77M | 15% | Jun 2024 |
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Tucker Asset Management | 1.2M | $72M | -1% | Jun 2024 |
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Cambridge Investment Research Advisors | 1.2M | $70M | -15% | Sep 2024 |
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Csenge Advisory Group | 1.1M | $68M | 2% | Sep 2024 |
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Raymond James & Associates | 927k | $56M | -19% | Sep 2024 |
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Hansen & Associates Financial Group | 882k | $53M | 6% | Sep 2024 |
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Envestnet Asset Management | 781k | $47M | -2% | Sep 2024 |
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Mariner Wealth Advisors | 779k | $47M | 11% | Sep 2024 |
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Stifel Financial | 753k | $45M | 4% | Jun 2024 |
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Commonwealth Equity Services | 608k | $36M | -23% | Sep 2024 |
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Gradient Investments | 606k | $36M | 1% | Sep 2024 |
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Atria Investments | 576k | $35M | -1% | Sep 2024 |
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Coppell Advisory Solutions | 513k | $31M | 0% | Sep 2024 |
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Kingsview Wealth Management | 505k | $30M | 57% | Sep 2024 |
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Prospera Financial Services | 414k | $25M | -35% | Sep 2024 |
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Janney Montgomery Scott | 410k | $25M | -4% | Sep 2024 |
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H D Vest Advisory Services | 383k | $23M | 6% | Jun 2024 |
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Citadel Advisors | 364k | $22M | 100% | Sep 2024 |
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Kestra Advisory Services | 362k | $22M | -33% | Sep 2024 |
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Jane Street | 350k | $21M | -42% | Sep 2024 |
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Steward Partners Investment Advisory | 350k | $21M | 3% | Jun 2024 |
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Manchester Financial | 337k | $20M | -40% | Sep 2024 |
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Branch Banking & Trust Company | 313k | $19M | 20% | Jun 2024 |
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Goss Wealth Management | 311k | $19M | 5% | Jun 2024 |
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Harbour Investments | 303k | $18M | -19% | Sep 2024 |
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HBK Sorce Advisory | 293k | $18M | 0% | Sep 2024 |
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RiverTree Advisors | 287k | $17M | 0% | Sep 2024 |
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Atria Wealth Solutions | 282k | $17M | 23% | Sep 2024 |
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Financial Enhancement | 272k | $16M | -36% | Sep 2024 |
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IFP Advisors | 272k | $16M | -33% | Jun 2024 |
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Townsquare Capital | 263k | $16M | 75% | Sep 2024 |
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Capital Investment Advisory Services | 256k | $15M | 9% | Sep 2024 |
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Western Wealth Management | 248k | $15M | -5% | Sep 2024 |
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Park National Corp | 247k | $15M | -9% | Sep 2024 |
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Private Advisor | 244k | $15M | -37% | Sep 2024 |
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Jaffetilchin Investment Partners | 241k | $14M | -2% | Sep 2024 |
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Avestar Capital | 237k | $14M | -36% | Jun 2024 |
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Mainsail Financial Group | 230k | $14M | 6% | Sep 2024 |
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HighTower Advisors | 227k | $14M | -13% | Jun 2024 |
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Simplicity Wealth | 226k | $14M | -7% | Sep 2024 |
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1776 Wealth | 222k | $13M | -3% | Sep 2024 |
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Jpmorgan Chase & Co | 219k | $13M | 1602% | Sep 2024 |
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Harvest Investment Services | 217k | $13M | -55% | Sep 2024 |
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Proequities | 217k | $13B | -5% | Sep 2024 |
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FSC Wealth Advisors | 208k | $12M | -1% | Sep 2024 |
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Lake Street Financial | 207k | $12M | 12% | Sep 2024 |
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Shelton Wealth Management | 205k | $12M | -5% | Sep 2024 |
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Wealth Enhancement Advisory Services | 203k | $12M | 7% | Jun 2024 |
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Intl Fcstone | 199k | $12M | 18% | Sep 2024 |
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HPM Partners | 196k | $12M | 0% | Sep 2024 |
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Petix & Botte | 186k | $11M | 0% | Sep 2024 |
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Relative Value Partners | 185k | $11M | 100% | Jun 2024 |
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Sanctuary Advisors | 171k | $10M | -23% | Sep 2024 |
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Ellsworth Advisors | 171k | $10M | 7% | Sep 2024 |
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Stratos Wealth Partners | 169k | $10M | 80% | Sep 2024 |
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Creekmur Asset Management | 167k | $10M | 3% | Sep 2024 |
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Mml Investors Services | 164k | $9.8M | 4% | Sep 2024 |
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Oppenheimer & Co | 163k | $9.7M | -18% | Sep 2024 |
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TD Capital Management | 162k | $9.7M | -9% | Sep 2024 |
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Stratos Wealth Advisors | 161k | $9.6M | -24% | Sep 2024 |
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Citigroup | 159k | $9.5M | -23% | Sep 2024 |
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Gladstone Institutional Advisory | 158k | $9.5M | -1% | Sep 2024 |
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Schwallier Wealth Management | 157k | $9.4M | 5% | Sep 2024 |
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Sterling Manor Financial | 157k | $9.4M | 2% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 151k | $9.1M | -5% | Sep 2024 |
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Cassia Capital Partners | 151k | $9.1M | -5% | Sep 2024 |
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Synergy Financial Management | 140k | $8.4M | -7% | Sep 2024 |
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Rockefeller Capital Management | 138k | $8.2M | -19% | Jun 2024 |
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CI Private Wealth | 128k | $7.7M | -15% | Sep 2024 |
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Nilsine Partners | 128k | $7.7M | -1% | Sep 2024 |
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Stablepoint Partners | 128k | $7.7M | 19% | Sep 2024 |
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Sigma Planning | 122k | $7.3M | -25% | Sep 2024 |
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Brian McDonald | 121k | $7.2M | 19% | Sep 2024 |
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Ifrah Financial Services | 119k | $7.1M | 4% | Sep 2024 |
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Ashton Thomas Private Wealth | 114k | $6.8M | -24% | Sep 2024 |
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Twin Peaks Wealth Advisors | 107k | $6.4M | -7% | Sep 2024 |
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Foundations Investment Advisors | 106k | $6.3M | -12% | Sep 2024 |
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Kestra Private Wealth Services | 105k | $6.3M | -47% | Sep 2024 |
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Shilanski & Associates | 105k | $6.3M | -2% | Sep 2024 |
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NewEdge Wealth | 105k | $6.3M | 21% | Sep 2024 |
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Pine Valley Investments Ltd Liability | 103k | $6.2M | -65% | Sep 2024 |
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D.A. Davidson & Co. | 99k | $5.9M | -1% | Jun 2024 |
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Equitable Holdings | 99k | $5.9M | -6% | Jun 2024 |
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Econ Financial Services Corp | 98k | $5.9M | 100% | Sep 2024 |
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Insight Advisors, LLC/ PA | 97k | $5.8M | 2% | Sep 2024 |
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McGuire Investment Group | 96k | $5.7M | 7% | Sep 2024 |
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Sebold Capital Management | 93k | $5.6M | -1% | Sep 2024 |
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Transcendent Capital Group | 92k | $5.5M | 15% | Sep 2024 |
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Cedrus | 91k | $5.5M | 353% | Sep 2024 |
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Moloney Securities Asset Management | 90k | $5.4M | 18% | Sep 2024 |
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WealthPlan Investment Management | 84k | $5.0M | 100% | Sep 2024 |
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Pnc Financial Services | 82k | $4.9M | 0% | Sep 2024 |
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Great Valley Advisor Group | 77k | $4.6M | 100% | Sep 2024 |
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Towerpoint Wealth | 76k | $4.5M | 0% | Sep 2024 |
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First Trust Advisors | 75k | $4.5M | -93% | Sep 2024 |
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GPS Wealth Strategies Group | 75k | $4.5M | -12% | Sep 2024 |
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Advisor OS | 75k | $4.4M | -3% | Sep 2024 |
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Kinloch Capital | 75k | $4.5M | -15% | Sep 2024 |
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Benjamin Edwards | 73k | $4.4M | 5001% | Sep 2024 |
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Synovus Financial Corp. | 73k | $4.4M | 19% | Sep 2024 |
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Snowden Capital Advisors | 70k | $4.2M | -22% | Sep 2024 |
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Citizens Financial Group | 70k | $4.2M | -1% | Sep 2024 |
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Ausdal Financial Partners | 68k | $4.1M | -11% | Sep 2024 |
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Integrated Advisors Network | 68k | $4.1M | -26% | Sep 2024 |
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EWG Elevate | 66k | $4.0M | 1% | Sep 2024 |
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Secure Asset Management | 66k | $3.9M | 4% | Sep 2024 |
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Bnp Paribas Arbitrage, Snc | 64k | $3.8M | -28% | Sep 2024 |
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Aprio Wealth Management | 63k | $3.8M | -1% | Sep 2024 |
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Farther Finance Advisors | 63k | $3.8M | 210% | Sep 2024 |
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Mutual Advisors | 63k | $3.8M | 74% | Sep 2024 |
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Luken Investment Analytics | 61k | $3.7M | -27% | Sep 2024 |
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Castle Rock Wealth Management | 61k | $3.7M | 1% | Sep 2024 |
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Trustmark National Bank - Trust Department | 61k | $3.6M | -5% | Sep 2024 |
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Yale Capital Corp. | 60k | $3.6M | -8% | Sep 2024 |
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CWM | 58k | $3.5M | -5% | Sep 2024 |
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Integrated Wealth Concepts | 55k | $3.3M | -36% | Sep 2024 |
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Proactive Wealth Strategies | 55k | $3.3M | 100% | Sep 2024 |
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TKG Advisors | 55k | $3.3M | 320% | Sep 2024 |
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We Are One Seven | 54k | $3.2M | -50% | Sep 2024 |
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FinTrust Capital Advisors | 53k | $3.2M | 248% | Sep 2024 |
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Core Wealth Partners | 52k | $3.1M | -48% | Sep 2024 |
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Financial Advocates Investment Management | 51k | $3.1M | 57% | Sep 2024 |
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Gentry Private Wealth | 50k | $3.0M | -1% | Sep 2024 |
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Keebeck Wealth Management | 49k | $3.0M | 0% | Jun 2024 |
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RFG Advisory | 48k | $2.8M | -11% | Sep 2024 |
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Cornerstone Wealth Management | 48k | $2.8M | -1% | Sep 2024 |
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National Asset Management | 48k | $2.9M | -18% | Sep 2024 |
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Bellevue Asset Management | 47k | $2.8M | -3% | Sep 2024 |
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Arete Wealth Advisors | 46k | $2.8M | 17% | Sep 2024 |
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Advisory Services Network | 45k | $2.7M | 0% | Sep 2024 |
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Good Life Advisors | 44k | $2.7M | 1% | Sep 2024 |
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Ameritas Advisory Services | 41k | $2.5M | -43% | Sep 2024 |
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Scarborough Advisors | 41k | $2.5M | 0% | Sep 2024 |
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Summit Wealth Partners | 41k | $2.4M | 49% | Sep 2024 |
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Welch & Forbes | 40k | $2.4M | -2% | Sep 2024 |
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Great Lakes Retirement | 39k | $2.3M | 146% | Sep 2024 |
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Private Trust Co Na | 38k | $2.3M | 79% | Jun 2024 |
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Paul Damon & Associates | 38k | $2.3M | -2% | Sep 2024 |
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Raymond James Trust | 37k | $2.2M | -1% | Sep 2024 |
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Clear Point Advisors | 37k | $2.2M | -3% | Sep 2024 |
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Stephens | 37k | $2.2M | -9% | Sep 2024 |
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Arkadios Wealth Advisors | 34k | $2.1M | -7% | Sep 2024 |
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G&S Capital | 32k | $1.9M | -53% | Sep 2024 |
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Benjamin F. Edwards & Company | 30k | $1.8M | -48% | Jun 2024 |
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IFG Advisory | 26k | $1.6M | -37% | Sep 2024 |
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Capital Investment Counsel | 21k | $1.2M | -45% | Sep 2024 |
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Sowell Financial Services | 13k | $796k | -85% | Sep 2024 |
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Wayne Hummer Investments | 3.8k | $225k | -92% | Sep 2024 |
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Authentikos Wealth Advisory | 2.1k | $123k | -98% | Sep 2024 |
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Who sold out of First Trust Iv Enhanced Short?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
ORBA Wealth Advisors | Jun 2024 | 209k | $12M |
Long Run Wealth Advisors | Jun 2024 | 168k | $10M |
Feltz Wealth PLAN | Jun 2024 | 77k | $4.6M |
International Assets Investment Management | Jun 2024 | 52k | $3.1M |
Private Advisory | Jun 2024 | 46k | $2.8M |
Naviter Wealth | Jun 2024 | 44k | $2.6M |
Virtue Capital Management | Mar 2024 | 37k | $2.2M |