Purchases and Sales Made in Q1 2019 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 Q1 2019. 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 |
---|---|---|---|---|---|---|---|
May 10, 2019
Q1 2019
|
Pittenger & Anderson Inc
|
BUY
|
- |
557New |
$33.3K - $33.5K
|
557
$33.3K
|
|
May 06, 2019
Q1 2019
|
Sanchez Wealth Management Group
|
BUY
|
- |
489+ 0.55% |
$29.3K - $29.4K
|
89.8K
$5.37M
|
|
May 16, 2019
Q1 2019
|
Wealthsource Partners, LLC
|
BUY
|
- |
431+ 2.26% |
$25.8K - $25.9K
|
19.5K
$1.16M
|
|
Apr 17, 2019
Q1 2019
|
Davenport & CO LLC
|
BUY
|
- |
400+ 7.27% |
$23.9K - $24K
|
5.9K
$353K
|
|
Jun 19, 2019
Q1 2019
|
Weaver Consulting Group
|
BUY
|
- |
240New |
$14.4K - $14.4K
|
240
$14.4K
|
|
May 10, 2019
Q1 2019
|
Sawtooth Solutions, LLC
|
BUY
|
- |
210+ 4.37% |
$12.6K - $12.6K
|
5.01K
$300K
|
|
May 10, 2019
Q1 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
202+ 9.35% |
$12.1K - $12.1K
|
2.36K
$141K
|
|
May 14, 2019
Q1 2019
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
177New |
$10.6K - $10.6K
|
177
$10.6K
|
|
May 15, 2019
Q1 2019
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
70+ 2.04% |
$4.19K - $4.21K
|
3.51K
$210K
|
|
May 15, 2019
Q1 2019
|
Omnia Family Wealth, LLC
|
BUY
|
- |
54New |
$3.23K - $3.24K
|
54
$3.23K
|
|
May 15, 2019
Q1 2019
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
48+ 0.16% |
$2.87K - $2.88K
|
30.8K
$1.84M
|
|
May 13, 2019
Q1 2019
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
22+ 0.44% |
$1.32K - $1.32K
|
5.05K
$302K
|
|
Apr 25, 2019
Q1 2019
|
Acg Wealth
|
BUY
|
- |
18+ 0.29% |
$1.08K - $1.08K
|
6.25K
$374K
|
|
Apr 04, 2019
Q1 2019
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.38% |
$120 - $120
|
524
$31.3K
|
|
Apr 12, 2019
Q1 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-100- 1.6% |
$5.98K - $6.01K
|
6.16K
$368K
|
|
Apr 08, 2019
Q1 2019
|
Bogart Wealth, LLC
|
SELL
|
- |
-123- 23.52% |
$7.36K - $7.39K
|
400
$23.9K
|
|
May 20, 2019
Q1 2019
|
Advisory Services Network, LLC
|
SELL
|
- |
-134Closed |
$8.02K - $8.05K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-149- 0.27% |
$8.92K - $8.95K
|
54K
$3.23M
|
|
May 13, 2019
Q1 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-195Closed |
$11.7K - $11.7K
|
0
$0
|
|
Apr 29, 2019
Q1 2019
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-256Closed |
$15.3K - $15.4K
|
0
$0
|
|
Apr 16, 2019
Q1 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-262Closed |
$15.7K - $15.7K
|
0
$0
|
|
Apr 04, 2019
Q1 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-300- 60.0% |
$18K - $18K
|
200
$12K
|
|
May 01, 2019
Q1 2019
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-332Closed |
$19.9K - $19.9K
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-411Closed |
$24.6K - $24.7K
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-496Closed |
$29.7K - $29.8K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Sheets Smith Wealth Management
|
SELL
|
- |
-500- 5.75% |
$29.9K - $30K
|
8.2K
$490K
|
|
May 13, 2019
Q1 2019
|
Strid Group, LLC
|
SELL
|
- |
-832- 13.04% |
$49.8K - $50K
|
5.55K
$332K
|
|
May 10, 2019
Q1 2019
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-990- 94.29% |
$59.2K - $59.5K
|
60
$3.59K
|
|
Apr 24, 2019
Q1 2019
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.1K- 14.9% |
$65.8K - $66.1K
|
6.29K
$376K
|
|
May 03, 2019
Q1 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-1.11K- 43.41% |
$66.2K - $66.5K
|
1.44K
$86.3K
|
|
Apr 17, 2019
Q1 2019
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.21K- 8.05% |
$72.3K - $72.6K
|
13.8K
$825K
|
|
May 08, 2019
Q1 2019
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.35K- 13.61% |
$80.5K - $80.8K
|
8.54K
$511K
|
|
Apr 17, 2019
Q1 2019
|
Wedbush Securities Inc
|
SELL
|
- |
-1.36K- 19.65% |
$81.1K - $81.4K
|
5.54K
$331K
|
|
May 16, 2019
Q1 2019
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.68K- 10.33% |
$101K - $101K
|
14.6K
$872K
|
|
May 10, 2019
Q1 2019
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.91K- 12.9% |
$114K - $114K
|
12.9K
$769K
|
|
Apr 26, 2019
Q1 2019
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.07K- 8.43% |
$124K - $125K
|
22.5K
$1.35M
|
|
May 16, 2019
Q1 2019
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-2.12K- 18.76% |
$127K - $127K
|
9.18K
$549K
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-2.14KClosed |
$128K - $129K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Townsquare Capital LLC
|
SELL
|
- |
-2.16K- 12.98% |
$129K - $130K
|
14.5K
$865K
|
|
May 07, 2019
Q1 2019
|
Keystone Financial Group
|
SELL
|
- |
-2.2K- 3.4% |
$132K - $132K
|
62.5K
$3.74M
|
|
May 16, 2019
Q1 2019
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.23K- 3.47% |
$134K - $134K
|
62.1K
$3.71M
|
|
May 08, 2019
Q1 2019
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2.8KClosed |
$168K - $168K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.88K- 20.58% |
$172K - $173K
|
11.1K
$664K
|
|
May 07, 2019
Q1 2019
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.96K- 6.89% |
$177K - $178K
|
40.1K
$2.4M
|
|
May 02, 2019
Q1 2019
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-3.46KClosed |
$207K - $208K
|
0
$0
|
|
Sep 07, 2021
Q1 2019
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.99K- 5.43% |
$239K - $240K
|
69.6K
$4.16M
|
|
Apr 29, 2019
Q1 2019
|
M&R Capital Management Inc
|
SELL
|
- |
-4.67K- 68.03% |
$279K - $281K
|
2.2K
$131K
|
|
May 15, 2019
Q1 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.03K- 2.5% |
$301K - $302K
|
196K
$11.7M
|
|
May 15, 2019
Q1 2019
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-5.21KClosed |
$312K - $313K
|
0
$0
|
|
Apr 15, 2019
Q1 2019
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.63K- 12.4% |
$337K - $338K
|
39.8K
$2.38M
|