Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2020
Q1 2020
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 2.52% |
$589K - $614K
|
415K
$24.8M
|
|
|
Apr 09, 2020
Q1 2020
|
Strid Group, LLC
|
BUY
|
- |
9.8K+ 65.23% |
$566K - $590K
|
24.8K
$1.49M
|
|
|
May 01, 2020
Q1 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
9.48K+ 259.02% |
$547K - $571K
|
13.1K
$787K
|
|
|
Apr 07, 2020
Q1 2020
|
Lake Street Financial LLC
|
BUY
|
- |
9.43K+ 51.69% |
$544K - $568K
|
27.7K
$1.66M
|
|
|
May 06, 2020
Q1 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.38K+ 33.88% |
$541K - $565K
|
37K
$2.22M
|
|
|
May 13, 2020
Q1 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.08K+ 44.43% |
$524K - $547K
|
29.5K
$1.77M
|
|
|
Sep 07, 2021
Q1 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.32K+ 8.03% |
$480K - $501K
|
112K
$6.71M
|
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.85K+ 67.48% |
$453K - $473K
|
19.5K
$1.17M
|
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.79K+ 2598.0% |
$450K - $469K
|
8.09K
$485K
|
|
|
May 08, 2020
Q1 2020
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7.08KNew |
$409K - $427K
|
7.08K
$424K
|
|
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.64K+ 394.41% |
$383K - $400K
|
8.32K
$499K
|
|
|
May 05, 2020
Q1 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
6.6K+ 8.22% |
$381K - $397K
|
86.9K
$5.21M
|
|
|
Apr 14, 2020
Q1 2020
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.94K+ 29.72% |
$343K - $358K
|
25.9K
$1.55M
|
|
|
May 14, 2020
Q1 2020
|
Brown Advisory Securities, LLC
|
BUY
|
- |
5.32K+ 98.19% |
$307K - $320K
|
10.7K
$643K
|
|
|
May 13, 2020
Q1 2020
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5.31K+ 22.41% |
$307K - $320K
|
29K
$1.74M
|
|
|
May 08, 2020
Q1 2020
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.22K+ 4.49% |
$301K - $314K
|
121K
$7.27M
|
|
|
May 13, 2020
Q1 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.1K+ 87.57% |
$294K - $307K
|
10.9K
$654K
|
|
|
Apr 22, 2020
Q1 2020
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.79KNew |
$276K - $288K
|
4.79K
$287K
|
|
|
May 08, 2020
Q1 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.47K+ 108.0% |
$258K - $269K
|
8.61K
$516K
|
|
|
May 05, 2020
Q1 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.7KNew |
$214K - $223K
|
3.7K
$222K
|
|
|
Apr 21, 2020
Q1 2020
|
Crumly & Associates Inc.
|
BUY
|
- |
3.39K+ 14.69% |
$196K - $204K
|
26.5K
$1.59M
|
|
|
May 05, 2020
Q1 2020
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.3K+ 7.7% |
$190K - $199K
|
46.1K
$2.76M
|
|
|
Apr 20, 2020
Q1 2020
|
Engrave Wealth Partners LLC
|
BUY
|
- |
3.06KNew |
$177K - $184K
|
3.06K
$183K
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.76K+ 12.1% |
$159K - $166K
|
25.6K
$1.53M
|
|
|
May 13, 2020
Q1 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.65K+ 16.27% |
$153K - $159K
|
18.9K
$1.13M
|
|
|
May 01, 2020
Q1 2020
|
Darwin Advisors, LLC
|
BUY
|
- |
2.36KNew |
$136K - $142K
|
2.36K
$142K
|
|
|
May 08, 2020
Q1 2020
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.14K+ 1.26% |
$123K - $129K
|
172K
$10.3M
|
|
|
May 08, 2020
Q1 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.11K+ 223.02% |
$122K - $127K
|
3.06K
$183K
|
|
|
Apr 23, 2020
Q1 2020
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.09K+ 49.0% |
$121K - $126K
|
6.36K
$381K
|
|
|
May 08, 2020
Q1 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.01K+ 7.05% |
$116K - $121K
|
30.5K
$1.83M
|
|
|
May 15, 2020
Q1 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.92K+ 9.06% |
$111K - $115K
|
23.1K
$1.38M
|
|
|
Apr 30, 2020
Q1 2020
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.91K+ 10.37% |
$110K - $115K
|
20.3K
$1.21M
|
|
|
May 12, 2020
Q1 2020
|
V Wealth Advisors LLC
|
BUY
|
- |
1.59K+ 5.75% |
$91.6K - $95.6K
|
29.2K
$1.75M
|
|
|
May 15, 2020
Q1 2020
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.41KNew |
$81.3K - $84.8K
|
1.41K
$84.4K
|
|
|
Apr 10, 2020
Q1 2020
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.39K+ 3.65% |
$79.9K - $83.4K
|
39.4K
$2.36M
|
|
|
May 05, 2020
Q1 2020
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.3KNew |
$75K - $78.3K
|
1.3K
$77.9K
|
|
|
Apr 30, 2020
Q1 2020
|
Calton & Associates, Inc.
|
BUY
|
- |
1.23K+ 3.37% |
$71.2K - $74.3K
|
37.8K
$2.27M
|
|
|
Apr 27, 2020
Q1 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.23KNew |
$71K - $74.1K
|
1.23K
$73.7K
|
|
|
May 11, 2020
Q1 2020
|
Argi Investment Services, LLC
|
BUY
|
- |
1.06K+ 25.34% |
$61.1K - $63.7K
|
5.23K
$314K
|
|
|
Apr 24, 2020
Q1 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.04K+ 15.77% |
$60K - $62.6K
|
7.64K
$457K
|
|
|
Apr 22, 2020
Q1 2020
|
Kessler Investment Group, LLC
|
BUY
|
- |
1KNew |
$57.7K - $60.2K
|
1K
$59.9K
|
|
|
Apr 28, 2020
Q1 2020
|
Sheets Smith Wealth Management
|
BUY
|
- |
921+ 13.75% |
$53.2K - $55.5K
|
7.62K
$457K
|
|
|
Apr 16, 2020
Q1 2020
|
Aprio Wealth Management, LLC
|
BUY
|
- |
800+ 4.54% |
$46.2K - $48.2K
|
18.4K
$1.1M
|
|
|
Apr 21, 2020
Q1 2020
|
Cambridge Advisors Inc.
|
BUY
|
- |
673+ 2.65% |
$38.8K - $40.5K
|
26.1K
$1.56M
|
|
|
May 05, 2020
Q1 2020
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
668+ 6.68% |
$38.6K - $40.2K
|
10.7K
$639K
|
|
|
May 13, 2020
Q1 2020
|
Wt Wealth Management
|
BUY
|
- |
635+ 5.74% |
$36.6K - $38.2K
|
11.7K
$701K
|
|
|
May 14, 2020
Q1 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
625+ 2403.85% |
$36.1K - $37.6K
|
651
$39K
|
|
|
May 05, 2020
Q1 2020
|
Davenport & CO LLC
|
BUY
|
- |
550+ 11.7% |
$31.7K - $33.1K
|
5.25K
$315K
|
|
|
May 08, 2020
Q1 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
476+ 4.73% |
$27.5K - $28.7K
|
10.5K
$632K
|
|
|
May 15, 2020
Q1 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
400New |
$23.1K - $24.1K
|
400
$24K
|