Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2021
Q4 2020
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3.2K+ 38.12% |
$192K - $192K
|
11.6K
$696K
|
|
|
Jan 13, 2021
Q4 2020
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3K+ 100.0% |
$180K - $180K
|
6K
$360K
|
|
|
Feb 19, 2021
Q4 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2.99KNew |
$179K - $179K
|
2.99K
$179K
|
|
|
Feb 04, 2021
Q4 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.92K+ 68.96% |
$175K - $175K
|
7.15K
$429K
|
|
|
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.86K+ 13.71% |
$172K - $172K
|
23.7K
$1.42M
|
|
|
Jan 14, 2021
Q4 2020
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.84K+ 7.19% |
$170K - $171K
|
42.4K
$2.54M
|
|
|
Jan 27, 2021
Q4 2020
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.64K+ 6.35% |
$158K - $158K
|
44.2K
$2.65M
|
|
|
Jan 28, 2021
Q4 2020
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.62K+ 21.23% |
$157K - $158K
|
15K
$898K
|
|
|
Feb 16, 2021
Q4 2020
|
Townsquare Capital LLC
|
BUY
|
- |
2.5K+ 28.21% |
$150K - $150K
|
11.4K
$681K
|
|
|
Mar 10, 2021
Q4 2020
|
Peterson Wealth Management
|
BUY
|
- |
2.02K+ 1.72% |
$121K - $121K
|
120K
$7.19M
|
|
|
Feb 10, 2021
Q4 2020
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.63K+ 3.18% |
$97.8K - $97.9K
|
53K
$3.18M
|
|
|
Jan 28, 2021
Q4 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.62K+ 1.2% |
$97K - $97.1K
|
137K
$8.21M
|
|
|
Feb 11, 2021
Q4 2020
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.48K+ 6.59% |
$88.7K - $88.8K
|
23.9K
$1.43M
|
|
|
Mar 23, 2021
Q4 2020
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.3K+ 100.0% |
$78.2K - $78.3K
|
2.61K
$156K
|
|
|
Feb 12, 2021
Q4 2020
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.3KNew |
$78.2K - $78.3K
|
1.3K
$78.2K
|
|
|
Feb 09, 2021
Q4 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.3KNew |
$78K - $78.1K
|
1.3K
$78K
|
|
|
Feb 05, 2021
Q4 2020
|
Strid Group, LLC
|
BUY
|
- |
1.29K+ 1.72% |
$77.1K - $77.2K
|
76K
$4.56M
|
|
|
Feb 11, 2021
Q4 2020
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.17K+ 4.11% |
$70K - $70.1K
|
29.6K
$1.77M
|
|
|
Mar 09, 2021
Q4 2020
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.12KNew |
$67.3K - $67.4K
|
1.12K
$67.3K
|
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.12KNew |
$67.3K - $67.4K
|
1.12K
$67.3K
|
|
|
Feb 11, 2021
Q4 2020
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.06K+ 4.31% |
$63.5K - $63.6K
|
25.6K
$1.53M
|
|
|
Feb 16, 2021
Q4 2020
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
862+ 0.64% |
$51.7K - $51.8K
|
136K
$8.15M
|
|
|
Jan 26, 2021
Q4 2020
|
Signal Point Asset Management, LLC
|
BUY
|
- |
823+ 7.34% |
$49.4K - $49.5K
|
12K
$722K
|
|
|
Feb 16, 2021
Q4 2020
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
778+ 12.67% |
$46.7K - $46.8K
|
6.92K
$415K
|
|
|
Jan 21, 2021
Q4 2020
|
G&S Capital LLC
|
BUY
|
- |
722+ 0.43% |
$43.3K - $43.4K
|
167K
$10M
|
|
|
Jan 26, 2021
Q4 2020
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
696+ 8.7% |
$41.8K - $41.8K
|
8.7K
$522K
|
|
|
Feb 02, 2021
Q4 2020
|
Ahrens Investment Partners LLC
|
BUY
|
- |
600+ 5.83% |
$36K - $36.1K
|
10.9K
$654K
|
|
|
Feb 12, 2021
Q4 2020
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
547New |
$32.8K - $32.9K
|
547
$32.8K
|
|
|
Feb 11, 2021
Q4 2020
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
539+ 5.22% |
$32.4K - $32.4K
|
10.9K
$651K
|
|
|
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
526+ 1.64% |
$31.6K - $31.6K
|
32.6K
$1.95M
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
444New |
$26.6K - $26.7K
|
444
$26.6K
|
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
BUY
|
- |
399+ 4.47% |
$23.9K - $24K
|
9.33K
$559K
|
|
|
Feb 05, 2021
Q4 2020
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
340+ 2.0% |
$20.4K - $20.4K
|
17.3K
$1.04M
|
|
|
Jan 13, 2021
Q4 2020
|
Sheets Smith Wealth Management
|
BUY
|
- |
300+ 4.1% |
$18K - $18K
|
7.62K
$457K
|
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
BUY
|
- |
299+ 85.67% |
$17.9K - $18K
|
648
$38.9K
|
|
|
Mar 02, 2021
Q4 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
292New |
$17.5K - $17.5K
|
292
$17.5K
|
|
|
Jan 22, 2021
Q4 2020
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
213New |
$12.8K - $12.8K
|
213
$12.8K
|
|
|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
195New |
$11.7K - $11.7K
|
195
$11.7K
|
|
|
Dec 19, 2023
Q4 2020
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
150New |
$9K - $9.01K
|
150
$9K
|
|
|
Jan 29, 2021
Q4 2020
|
Bellwether Advisors, LLC
|
BUY
|
- |
71New |
$4.26K - $4.27K
|
71
$4.26K
|
|
|
Jan 12, 2021
Q4 2020
|
Clarus Wealth Advisors
|
BUY
|
- |
25+ 0.64% |
$1.5K - $1.5K
|
3.93K
$235K
|
|
|
Feb 18, 2021
Q4 2020
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
17New |
$1.02K - $1.02K
|
17
$1.02K
|
|
|
Feb 12, 2021
Q4 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
13+ 0.05% |
$780 - $781
|
27.2K
$1.63M
|
|
|
Feb 02, 2021
Q4 2020
|
Acg Wealth
|
BUY
|
- |
10+ 0.2% |
$600 - $601
|
5K
$300K
|
|
|
Feb 03, 2021
Q4 2020
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.1% |
$240 - $240
|
4.08K
$245K
|
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
BUY
|
- |
2New |
$120 - $120
|
2
$120
|
|
|
Jan 11, 2021
Q4 2020
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.19% |
$60 - $60.1
|
541
$32.4K
|
|
|
Jan 26, 2021
Q4 2020
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.29% |
$60 - $60.1
|
343
$20.6K
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-19Closed |
$1.14K - $1.14K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-23- 0.37% |
$1.38K - $1.38K
|
6.2K
$372K
|