News + Filings Holdings
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UNITED CAPITAL FINANCIAL ADVISERS, LLC
> FTSM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 266,956 | -407,511 | 15,859,852,000 | -24,230,491,000 | $59,409.99 |
| 12/31/2022 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 674,467 | -214,395 | 40,090,343,000 | 40,037,616,000 | $59,440.04 |
| 09/30/2022 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 888,862 | -256,041 | 52,727,000 | -15,257,000 | $59.32 |
| 06/30/2022 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 1,144,903 | -148,268 | 67,984,000 | -8,998,000 | $59.38 |
| 03/31/2022 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 1,293,171 | -54,061 | 76,982,000 | -3,582,000 | $59.53 |
| 12/31/2021 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 1,347,232 | 44,877 | 80,564,000 | 2,501,000 | $59.80 |
| 06/30/2021 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 1,302,355 | -10,341 | 78,063,000 | -659,000 | $59.94 |
| 03/31/2021 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 1,312,696 | 48,247 | 78,722,000 | 2,804,000 | $59.97 |
| 12/31/2020 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 1,264,449 | 96,920 | 75,918,000 | 5,843,000 | $60.04 |
| 09/30/2020 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 1,167,529 | 86,432 | 70,075,000 | 5,220,000 | $60.02 |
| 06/30/2020 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 1,081,097 | 87,158 | 64,855,000 | 6,183,000 | $59.99 |
| 03/31/2020 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 993,939 | 50,497 | 58,672,000 | 1,981,000 | $59.03 |
| 12/31/2019 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 943,442 | 46,306 | 56,691,000 | 2,800,000 | $60.09 |
| 09/30/2019 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 897,136 | -70,756 | 53,891,000 | -4,231,000 | $60.07 |
| 06/30/2019 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 967,892 | 69,930 | 58,122,000 | 4,262,000 | $60.05 |
| 03/31/2019 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 897,962 | 11,850 | 53,860,000 | 826,000 | $59.98 |
| 12/31/2018 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 886,112 | 282,384 | 53,034,000 | 16,798,000 | $59.85 |
| 09/30/2018 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 603,728 | 60,505 | 36,236,000 | 3,648,000 | $60.02 |
| 06/30/2018 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 543,223 | 150,031 | 32,588,000 | 9,012,000 | $59.99 |
| 03/31/2018 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 393,192 | 76,782 | 23,576,000 | 4,598,000 | $59.96 |
| 12/31/2017 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 316,410 | 37,393 | 18,978,000 | 2,237,000 | $59.98 |
| 09/30/2017 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 279,017 | 279,017 | 16,741,000 | 16,741,000 | $60.00 |
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