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 12, 2020
Q2 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-21.9K- 4.44% |
$1.29M - $1.31M
|
471K
$28.3M
|
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-21.9K- 59.09% |
$1.29M - $1.31M
|
15.2K
$909K
|
|
|
Aug 04, 2020
Q2 2020
|
Adams Wealth Management
|
SELL
|
- |
-25.1K- 71.99% |
$1.48M - $1.51M
|
9.77K
$586K
|
|
|
Oct 22, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-26.9K- 6.3% |
$1.59M - $1.62M
|
400K
$24M
|
|
|
Jul 29, 2020
Q2 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-29.2KClosed |
$1.72M - $1.75M
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Dfpg Investments, LLC
|
SELL
|
- |
-34.8K- 16.62% |
$2.06M - $2.09M
|
175K
$10.5M
|
|
|
Jul 30, 2020
Q2 2020
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-34.9KClosed |
$2.06M - $2.09M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-35.5K- 9.34% |
$2.09M - $2.13M
|
344K
$20.7M
|
|
|
Jul 27, 2020
Q2 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-38.5K- 9.28% |
$2.27M - $2.31M
|
376K
$22.6M
|
|
|
Jul 21, 2020
Q2 2020
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-40.1KClosed |
$2.37M - $2.41M
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-52.2K- 27.41% |
$3.08M - $3.14M
|
138K
$8.29M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-76.4K- 56.5% |
$4.51M - $4.59M
|
58.8K
$3.53M
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-102KClosed |
$6.04M - $6.15M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-116K- 18.01% |
$6.86M - $6.98M
|
529K
$31.7M
|
|
|
Aug 05, 2020
Q2 2020
|
New Square Capital LLC
|
SELL
|
- |
-142K- 82.42% |
$8.38M - $8.53M
|
30.3K
$1.82M
|
|
|
Jul 31, 2020
Q2 2020
|
Barber Financial Group, Inc.
|
SELL
|
- |
-163K- 94.96% |
$9.61M - $9.78M
|
8.64K
$518K
|
|
|
Aug 17, 2020
Q2 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-257K- 49.15% |
$15.2M - $15.4M
|
266K
$15.9M
|
|
|
Jul 31, 2020
Q2 2020
|
Milestone Advisory Partners
|
SELL
|
- |
-329K- 76.07% |
$19.4M - $19.7M
|
103K
$6.2M
|
|
|
Aug 05, 2020
Q2 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-333K- 69.96% |
$19.6M - $20M
|
143K
$8.57M
|
|
|
Aug 06, 2020
Q2 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-335K- 71.39% |
$19.8M - $20.1M
|
134K
$8.06M
|
|
|
Jul 17, 2020
Q2 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-363K- 17.72% |
$21.4M - $21.8M
|
1.68M
$101M
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-522K- 42.65% |
$30.8M - $31.4M
|
702K
$42.1M
|
|
|
Sep 08, 2020
Q2 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-558K- 87.88% |
$32.9M - $33.5M
|
77K
$4.62M
|
|
|
Sep 15, 2021
Q2 2020
|
Cwm, LLC
|
SELL
|
- |
-2.09M- 97.06% |
$123M - $125M
|
63.2K
$3.79M
|
|
|
Jul 22, 2020
Q2 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.3M- 90.92% |
$195M - $198M
|
330K
$19.8M
|