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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2020
Q1 2020
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
351+ 0.56% |
$20.3K - $21.1K
|
62.9K
$3.76M
|
|
|
May 15, 2020
Q1 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
304+ 3.1% |
$17.5K - $18.3K
|
10.1K
$604K
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
231+ 1.0% |
$13.3K - $13.9K
|
23.3K
$1.39M
|
|
|
May 07, 2020
Q1 2020
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
207New |
$11.9K - $12.5K
|
207
$12.4K
|
|
|
Apr 08, 2020
Q1 2020
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
132+ 2.07% |
$7.62K - $7.95K
|
6.5K
$389K
|
|
|
May 07, 2020
Q1 2020
|
Mbe Wealth Management, LLC
|
BUY
|
- |
107New |
$6.17K - $6.44K
|
107
$6.4K
|
|
|
May 11, 2020
Q1 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
100New |
$5.77K - $6.02K
|
100
$5.98K
|
|
|
Apr 17, 2020
Q1 2020
|
Dfpg Investments, LLC
|
BUY
|
- |
92+ 0.04% |
$5.31K - $5.54K
|
210K
$12.5M
|
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
70New |
$4.04K - $4.22K
|
70
$4.19K
|
|
|
Apr 22, 2020
Q1 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
60+ 13.64% |
$3.46K - $3.61K
|
500
$29.9K
|
|
|
Apr 17, 2020
Q1 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
15+ 0.06% |
$866 - $903
|
24.5K
$1.46M
|
|
|
May 14, 2020
Q1 2020
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
7+ 0.14% |
$404 - $422
|
5.18K
$310K
|
|
|
Apr 15, 2020
Q1 2020
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 0.15% |
$346 - $361
|
4.06K
$243K
|
|
|
May 15, 2020
Q1 2020
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6+ 0.14% |
$346 - $361
|
4.31K
$258K
|
|
|
May 01, 2020
Q1 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
3+ 0.09% |
$173 - $181
|
3.5K
$209K
|
|
|
Apr 07, 2020
Q1 2020
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.19% |
$57.7 - $60.2
|
536
$32.1K
|
|
|
Apr 17, 2020
Q1 2020
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.29% |
$57.7 - $60.2
|
340
$20.3K
|
|
|
May 15, 2020
Q1 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4Closed |
$231 - $241
|
0
$0
|
|
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-8- 2.07% |
$462 - $482
|
379
$22.7K
|
|
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-9- 23.68% |
$519 - $542
|
29
$1.73K
|
|
|
May 05, 2020
Q1 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17- 0.62% |
$981 - $1.02K
|
2.74K
$164K
|
|
|
Apr 27, 2020
Q1 2020
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-66Closed |
$3.81K - $3.97K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-118- 2.53% |
$6.81K - $7.11K
|
4.55K
$272K
|
|
|
May 15, 2020
Q1 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-134- 0.49% |
$7.73K - $8.07K
|
27.4K
$1.64M
|
|
|
May 18, 2020
Q1 2020
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-139- 1.55% |
$8.02K - $8.37K
|
8.85K
$529K
|
|
|
May 07, 2020
Q1 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-142- 2.52% |
$8.19K - $8.55K
|
5.49K
$328K
|
|
|
May 07, 2020
Q1 2020
|
Archer Investment Corp
|
SELL
|
- |
-144- 11.13% |
$8.31K - $8.67K
|
1.15K
$68.8K
|
|
|
Apr 28, 2020
Q1 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-225- 7.96% |
$13K - $13.5K
|
2.6K
$155K
|
|
|
May 15, 2024
Q1 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-265Closed |
$15.3K - $16K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-268- 1.82% |
$15.5K - $16.1K
|
14.4K
$863K
|
|
|
May 12, 2020
Q1 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-318- 23.25% |
$18.4K - $19.1K
|
1.05K
$62.8K
|
|
|
May 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-332- 3.24% |
$19.2K - $20K
|
9.92K
$593K
|
|
|
May 05, 2020
Q1 2020
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-349- 3.95% |
$20.1K - $21K
|
8.49K
$507K
|
|
|
May 18, 2020
Q1 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-355Closed |
$20.5K - $21.4K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-366Closed |
$21.1K - $22K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-398- 49.08% |
$23K - $24K
|
413
$24.7K
|
|
|
Apr 29, 2020
Q1 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-464- 11.04% |
$26.8K - $27.9K
|
3.74K
$224K
|
|
|
Oct 07, 2020
Q1 2020
|
Acg Wealth
|
SELL
|
- |
-571- 7.86% |
$33K - $34.4K
|
6.7K
$400K
|
|
|
May 11, 2020
Q1 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-600- 13.26% |
$34.6K - $36.1K
|
3.92K
$235K
|
|
|
Jul 09, 2024
Q1 2020
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-608- 6.38% |
$35.1K - $36.6K
|
8.92K
$534K
|
|
|
May 12, 2020
Q1 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-788- 93.36% |
$45.5K - $47.5K
|
56
$3.35K
|
|
|
Apr 24, 2020
Q1 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-833Closed |
$48.1K - $50.2K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Welch & Forbes LLC
|
SELL
|
- |
-914- 1.22% |
$52.7K - $55K
|
73.8K
$4.41M
|
|
|
Apr 16, 2020
Q1 2020
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 0.77% |
$63.4K - $66.1K
|
141K
$8.42M
|
|
|
Apr 30, 2020
Q1 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.15K- 6.35% |
$66.6K - $69.5K
|
17K
$1.02M
|
|
|
Dec 18, 2020
Q1 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.22K- 10.05% |
$70.1K - $73.2K
|
10.9K
$651K
|
|
|
May 12, 2020
Q1 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.32K- 18.59% |
$76.1K - $79.4K
|
5.77K
$345K
|
|
|
Apr 24, 2020
Q1 2020
|
Lincoln National Corp
|
SELL
|
- |
-1.4K- 12.43% |
$80.8K - $84.3K
|
9.87K
$590K
|
|
|
May 01, 2020
Q1 2020
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.45K- 4.0% |
$83.9K - $87.5K
|
34.9K
$2.08M
|
|
|
Apr 30, 2020
Q1 2020
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.46K- 18.4% |
$84K - $87.6K
|
6.45K
$386K
|