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Petix & Botte Co
> FTSM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 192,652 | 99,443 | 11,445,404,000 | 11,439,875,000 | $59,409.73 |
| 09/30/2022 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 93,209 | 997 | 5,529,000 | 53,000 | $59.32 |
| 06/30/2022 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 92,212 | -92,590 | 5,476,000 | -5,525,000 | $59.38 |
| 03/31/2022 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 184,802 | 94,371 | 11,001,000 | 5,593,000 | $59.53 |
| 12/31/2021 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 90,431 | -75,732 | 5,408,000 | -4,548,000 | $59.80 |
| 09/30/2021 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 166,163 | 91,643 | 9,956,000 | 5,489,000 | $59.92 |
| 06/30/2021 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 74,520 | 5,016 | 4,467,000 | 299,000 | $59.94 |
| 03/31/2021 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 69,504 | 3,112 | 4,168,000 | 182,000 | $59.97 |
| 12/31/2020 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 66,392 | 4,790 | 3,986,000 | 291,000 | $60.04 |
| 09/30/2020 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 61,602 | -57,487 | 3,695,000 | 121,000 | $59.98 |
| 06/30/2020 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 119,089 | 62,081 | 3,574,000 | 209,000 | $30.01 |
| 03/31/2020 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 57,008 | -4,209 | 3,365,000 | -309,000 | $59.03 |
| 12/31/2019 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 61,217 | 61,217 | 3,674,000 | 3,674,000 | $60.02 |
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