Purchases and Sales Made in Q1 2020 in First Tr Enhanced Traded Fd Iv (FTSM)

FTSM Quotes by TradingView

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
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-1.57K
- 24.53%
$90.5K - $94.4K
4.83K $289K
May 06, 2020 Q1 2020
Redmond Asset Management, LLC

Henrico, VA
SELL
 -
-2K
- 22.66%
$115K - $120K
6.83K $409K
Apr 28, 2020 Q1 2020
Capital Wealth Alliance, LLC

SELL
 -
-2.31K
- 11.1%
$133K - $139K
18.5K $1.11M
Apr 10, 2020 Q1 2020
Uncommon Cents Investing LLC

SELL
 -
-2.37K
- 9.88%
$137K - $143K
21.6K $1.3M
Apr 23, 2020 Q1 2020
Peterson Wealth Management

SELL
 -
-2.65K
- 5.6%
$153K - $160K
44.7K $2.68M
Apr 15, 2020 Q1 2020
Stonebridge Financial Planning Group, LLC

SELL
 -
-2.75K
- 5.55%
$159K - $166K
46.9K $2.81M
May 08, 2020 Q1 2020
Eldridge Investment Advisors, Inc.

Manchester, NH
SELL
 -
-3.26K
- 10.87%
$188K - $196K
26.7K $1.6M
May 14, 2020 Q1 2020
Wintrust Investments LLC

Chicago, IL
SELL
 -
-3.31K
- 4.77%
$191K - $199K
66.1K $3.96M
Apr 17, 2020 Q1 2020
Sage Capital Advisors,Llc

SELL
 -
-3.33K
Closed
$192K - $201K
0 $0
May 15, 2020 Q1 2020
Atria Investments LLC

Charlotte, NC
SELL
 -
-3.41K
- 20.87%
$197K - $205K
12.9K $774K
May 14, 2020 Q1 2020
Kingfisher Capital LLC

SELL
 -
-4.16K
Closed
$240K - $251K
0 $0
Apr 29, 2020 Q1 2020
Petix & Botte CO

SELL
 -
-4.21K
- 6.88%
$243K - $253K
57K $3.42M
May 18, 2020 Q1 2020
Titus Wealth Management

Larskpur, CA
SELL
 -
-4.22K
- 16.66%
$244K - $254K
21.1K $1.26M
Apr 24, 2020 Q1 2020
Bergan Kdv Wealth Management, LLC

SELL
 -
-4.25K
- 16.11%
$245K - $256K
22.1K $1.33M
May 05, 2020 Q1 2020
Creative Planning

Overland Park, KS
SELL
 -
-4.36K
Closed
$252K - $263K
0 $0
May 14, 2020 Q1 2020
First Heartland Consultants, Inc.

SELL
 -
-4.77K
- 8.62%
$275K - $287K
50.5K $3.03M
Apr 20, 2020 Q1 2020
Adams Asset Advisors, LLC

SELL
 -
-4.99K
Closed
$288K - $300K
0 $0
Apr 22, 2020 Q1 2020
Chicago Partners Investment Group LLC

SELL
 -
-5.08K
- 20.26%
$293K - $306K
20K $1.2M
May 14, 2020 Q1 2020
Trustmark National Bank Trust Department

Jackson, MS
SELL
 -
-5.1K
Closed
$294K - $307K
0 $0
May 13, 2020 Q1 2020
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-5.36K
- 27.61%
$309K - $323K
14K $841K
May 04, 2020 Q1 2020
Stratos Wealth Advisors, LLC

SELL
 -
-5.88K
Closed
$340K - $354K
0 $0
May 14, 2020 Q1 2020
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-5.98K
- 50.5%
$345K - $360K
5.86K $351K
May 18, 2020 Q1 2020
Townsquare Capital LLC

SELL
 -
-6.17K
Closed
$356K - $371K
0 $0
May 11, 2020 Q1 2020
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-6.2K
- 12.94%
$358K - $373K
41.7K $2.5M
May 12, 2020 Q1 2020
Ifp Advisors, Inc

SELL
 -
-6.86K
- 21.74%
$396K - $413K
24.7K $1.48M
May 12, 2020 Q1 2020
Americana Partners, LLC

Houston, TX
SELL
 -
-7.06K
Closed
$407K - $425K
0 $0
May 04, 2020 Q1 2020
United Capital Management Of Ks, Inc.

SELL
 -
-7.3K
Closed
$421K - $440K
0 $0
Apr 30, 2020 Q1 2020
Stone X Group Inc.

SELL
 -
-8.16K
- 15.55%
$471K - $491K
44.3K $2.65M
May 12, 2020 Q1 2020
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-8.21K
- 37.04%
$474K - $495K
14K $836K
May 08, 2020 Q1 2020
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-8.31K
- 9.05%
$480K - $501K
83.6K $5.01M
Apr 14, 2020 Q1 2020
Prism Advisors, Inc.

SELL
 -
-8.49K
- 6.69%
$490K - $511K
118K $7.09M
Apr 28, 2020 Q1 2020
Beirne Wealth Consulting Services, LLC

SELL
 -
-8.52K
- 55.07%
$492K - $513K
6.95K $417K
May 06, 2020 Q1 2020
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-8.99K
- 37.74%
$519K - $541K
14.8K $888K
May 12, 2020 Q1 2020
Sargent Investment Group, LLC

SELL
 -
-9.15K
Closed
$528K - $551K
0 $0
Apr 22, 2020 Q1 2020
Lex Aurum Advisors, LLC

SELL
 -
-9.16K
Closed
$529K - $552K
0 $0
Jan 08, 2024 Q1 2020
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-9.81K
- 18.94%
$566K - $591K
42K $2.52M
Apr 16, 2020 Q1 2020
Arden Trust CO

SELL
 -
-9.93K
Closed
$573K - $598K
0 $0
May 15, 2020 Q1 2020
Summit Trail Advisors, LLC

New York, NY
SELL
 -
-10.5K
Closed
$606K - $632K
0 $0
May 27, 2020 Q1 2020
Coldstream Capital Management Inc

SELL
 -
-10.5K
Closed
$609K - $635K
0 $0
May 15, 2020 Q1 2020
Prospera Financial Services Inc

SELL
 -
-11.4K
- 14.48%
$661K - $689K
67.6K $4.05M
Apr 24, 2020 Q1 2020
Jacobi Capital Management LLC

SELL
 -
-12.5K
- 58.57%
$720K - $751K
8.82K $528K
May 11, 2020 Q1 2020
Ifg Advisory, LLC

SELL
 -
-12.9K
- 28.0%
$745K - $777K
33.2K $1.99M
May 15, 2020 Q1 2020
Hrt Financial LP

New York, NY
SELL
 -
-13K
Closed
$753K - $786K
0 $0
May 11, 2020 Q1 2020
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-13.1K
- 45.16%
$758K - $791K
16K $956K
May 14, 2020 Q1 2020
Institutional & Family Asset Management, LLC

SELL
 -
-13.4K
Closed
$774K - $807K
0 $0
May 19, 2020 Q1 2020
Tru Independence LLC

SELL
 -
-14.2K
Closed
$822K - $858K
0 $0
May 15, 2020 Q1 2020
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-14.5K
- 19.14%
$839K - $875K
61.4K $3.68M
Apr 30, 2020 Q1 2020
Sage Advisory Services, Ltd.Co.

SELL
 -
-14.7K
Closed
$850K - $887K
0 $0
May 01, 2020 Q1 2020
Good Life Advisors, LLC

SELL
 -
-17.7K
Closed
$1.02M - $1.06M
0 $0

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