Purchases and Sales Made in Q2 2020 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 Q2 2020. 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2020
Q2 2020
|
Wt Wealth Management
|
BUY
|
- |
1.91K+ 16.33% |
$113K - $115K
|
13.6K
$816K
|
|
Aug 14, 2020
Q2 2020
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.41K+ 27.19% |
$83.2K - $84.6K
|
6.59K
$395K
|
|
Aug 10, 2020
Q2 2020
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.41K+ 32.64% |
$83K - $84.5K
|
5.72K
$343K
|
|
Aug 11, 2020
Q2 2020
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1.34K+ 0.7% |
$79.2K - $80.6K
|
194K
$11.6M
|
|
Jul 28, 2020
Q2 2020
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.33K+ 20.93% |
$78.6K - $80K
|
7.7K
$462K
|
|
Jul 30, 2020
Q2 2020
|
American Financial Advisors, LLC
|
BUY
|
- |
1.28K+ 4.62% |
$75.6K - $76.9K
|
29K
$1.74M
|
|
Aug 13, 2020
Q2 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.23K+ 3.15% |
$72.4K - $73.7K
|
40.2K
$2.41M
|
|
Jul 31, 2020
Q2 2020
|
Lincoln National Corp
|
BUY
|
- |
844+ 8.55% |
$49.8K - $50.7K
|
10.7K
$642K
|
|
Jul 31, 2020
Q2 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
776+ 22.18% |
$45.8K - $46.6K
|
4.28K
$256K
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
609+ 9.37% |
$35.9K - $36.6K
|
7.11K
$427K
|
|
Aug 14, 2020
Q2 2020
|
Brown Advisory Securities, LLC
|
BUY
|
- |
600+ 5.59% |
$35.4K - $36K
|
11.3K
$680K
|
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
600New |
$35.4K - $36K
|
600
$36K
|
|
Jul 31, 2020
Q2 2020
|
Kovack Advisors, Inc.
|
BUY
|
- |
587+ 3.01% |
$34.6K - $35.3K
|
20.1K
$1.2M
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
585+ 117.0% |
$34.5K - $35.1K
|
1.09K
$65.1K
|
|
Aug 13, 2020
Q2 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
395+ 1.29% |
$23.3K - $23.7K
|
30.9K
$1.85M
|
|
Aug 19, 2020
Q2 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
222+ 0.36% |
$13.1K - $13.3K
|
61.6K
$3.7M
|
|
Aug 12, 2020
Q2 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
207New |
$12.2K - $12.4K
|
207
$12.4K
|
|
Aug 10, 2020
Q2 2020
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
160+ 1.81% |
$9.44K - $9.61K
|
9.01K
$540K
|
|
Jul 13, 2020
Q2 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
138+ 5.31% |
$8.14K - $8.29K
|
2.74K
$164K
|
|
Aug 03, 2020
Q2 2020
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
120+ 0.65% |
$7.08K - $7.21K
|
18.6K
$1.11M
|
|
Aug 12, 2020
Q2 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
14+ 0.13% |
$826 - $841
|
10.9K
$656K
|
|
Jul 21, 2020
Q2 2020
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
9+ 0.22% |
$531 - $541
|
4.07K
$244K
|
|
Jul 13, 2020
Q2 2020
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.56% |
$177 - $180
|
539
$32.3K
|
|
Aug 07, 2020
Q2 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3+ 10.34% |
$177 - $180
|
32
$1.92K
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3+ 0.04% |
$177 - $180
|
8.1K
$486K
|
|
Jul 24, 2020
Q2 2020
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.59% |
$118 - $120
|
342
$20.5K
|
|
Aug 14, 2020
Q2 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1+ 0.24% |
$59 - $60.1
|
414
$24.8K
|
|
Jul 07, 2020
Q2 2020
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.06% |
$59 - $60.1
|
1.75K
$105K
|
|
Jul 27, 2020
Q2 2020
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-25- 0.55% |
$1.48K - $1.5K
|
4.53K
$272K
|
|
Aug 12, 2020
Q2 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-51- 1.3% |
$3.01K - $3.06K
|
3.87K
$232K
|
|
Jul 09, 2024
Q2 2020
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-66- 0.74% |
$3.9K - $3.96K
|
8.86K
$531K
|
|
Aug 11, 2020
Q2 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-89- 1.52% |
$5.25K - $5.35K
|
5.77K
$346K
|
|
Jul 28, 2020
Q2 2020
|
Davenport & CO LLC
|
SELL
|
- |
-100- 1.9% |
$5.9K - $6.01K
|
5.15K
$309K
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-107Closed |
$6.32K - $6.43K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Cambridge Advisors Inc.
|
SELL
|
- |
-110- 0.42% |
$6.49K - $6.61K
|
26K
$1.56M
|
|
Aug 14, 2020
Q2 2020
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-119- 57.49% |
$7.02K - $7.15K
|
88
$5.28K
|
|
Aug 06, 2020
Q2 2020
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-349- 1.2% |
$20.6K - $21K
|
28.7K
$1.72M
|
|
Aug 10, 2020
Q2 2020
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-387- 3.63% |
$22.8K - $23.2K
|
10.3K
$616K
|
|
Aug 14, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-400Closed |
$23.6K - $24K
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Bogart Wealth, LLC
|
SELL
|
- |
-400- 21.82% |
$23.6K - $24K
|
1.43K
$86K
|
|
Jul 17, 2020
Q2 2020
|
Sheets Smith Wealth Management
|
SELL
|
- |
-500- 6.56% |
$29.5K - $30K
|
7.12K
$427K
|
|
Jul 23, 2020
Q2 2020
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-575- 2.66% |
$33.9K - $34.5K
|
21.1K
$1.26M
|
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-625- 96.01% |
$36.9K - $37.5K
|
26
$1.56K
|
|
Aug 14, 2020
Q2 2020
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-639- 7.73% |
$37.7K - $38.4K
|
7.63K
$458K
|
|
Dec 23, 2020
Q2 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-687- 6.31% |
$40.5K - $41.3K
|
10.2K
$611K
|
|
Aug 04, 2020
Q2 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-875- 28.93% |
$51.6K - $52.6K
|
2.15K
$129K
|
|
Jul 20, 2020
Q2 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.2K- 25.04% |
$70.8K - $72K
|
3.59K
$215K
|
|
Aug 07, 2020
Q2 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.22K- 14.22% |
$72.2K - $73.5K
|
7.38K
$443K
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.23KClosed |
$72.6K - $73.9K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.3KClosed |
$76.7K - $78.1K
|
0
$0
|