Purchases and Sales Made in Q1 2021 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 2021. 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 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
224K+ 97.96% |
$13.4M - $13.5M
|
453K
$27.1M
|
|
|
May 13, 2021
Q1 2021
|
Advisor Os, LLC
|
BUY
|
- |
201KNew |
$12M - $12.1M
|
201K
$12M
|
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
148KNew |
$8.87M - $8.88M
|
148K
$8.84M
|
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
146K+ 50.36% |
$8.78M - $8.8M
|
437K
$26.1M
|
|
|
May 03, 2021
Q1 2021
|
Avestar Capital, LLC
|
BUY
|
- |
131K+ 74.22% |
$7.87M - $7.88M
|
308K
$18.4M
|
|
|
May 17, 2021
Q1 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
99.8K+ 44.44% |
$5.98M - $5.99M
|
324K
$19.4M
|
|
|
May 17, 2021
Q1 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
80.1K+ 71.47% |
$4.81M - $4.81M
|
192K
$11.5M
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
75.9K+ 51.38% |
$4.55M - $4.56M
|
224K
$13.4M
|
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
74K+ 2582.59% |
$4.44M - $4.45M
|
76.9K
$4.6M
|
|
|
Apr 29, 2021
Q1 2021
|
Petix & Botte CO
|
BUY
|
- |
72.6K+ 109.38% |
$4.35M - $4.36M
|
139K
$8.31M
|
|
|
May 11, 2021
Q1 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
67.1KNew |
$4.02M - $4.03M
|
67.1K
$4.01M
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
56.4K+ 2262.27% |
$3.38M - $3.39M
|
58.9K
$3.52M
|
|
|
Jan 03, 2023
Q1 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
53.6KNew |
$3.22M - $3.22M
|
53.6K
$3.21M
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
48.2K+ 3.82% |
$2.89M - $2.9M
|
1.31M
$78.5M
|
|
|
Apr 14, 2021
Q1 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
47.7K+ 69.54% |
$2.86M - $2.86M
|
116K
$6.95M
|
|
|
Apr 19, 2021
Q1 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
45.6K+ 221.96% |
$2.73M - $2.74M
|
66.1K
$3.95M
|
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
42.9KNew |
$2.57M - $2.57M
|
42.9K
$2.56M
|
|
|
May 13, 2021
Q1 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
41.8KNew |
$2.51M - $2.51M
|
41.8K
$2.5M
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40.9K+ 5.34% |
$2.45M - $2.46M
|
807K
$48.3M
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.5K+ 4.29% |
$2.37M - $2.37M
|
959K
$57.3M
|
|
|
Apr 19, 2021
Q1 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
39K+ 98.46% |
$2.34M - $2.34M
|
78.6K
$4.7M
|
|
|
May 17, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
36.8K+ 887.71% |
$2.21M - $2.21M
|
41K
$2.45M
|
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.3KNew |
$2.18M - $2.18M
|
36.3K
$2.17M
|
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
28.1KNew |
$1.69M - $1.69M
|
28.1K
$1.68M
|
|
|
Apr 29, 2021
Q1 2021
|
Wt Wealth Management
|
BUY
|
- |
25.9K+ 74.8% |
$1.55M - $1.56M
|
60.5K
$3.62M
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
25K+ 39.59% |
$1.5M - $1.5M
|
88.2K
$5.28M
|
|
|
May 14, 2021
Q1 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
22.2K+ 9.33% |
$1.33M - $1.34M
|
261K
$15.6M
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.2K+ 4.51% |
$1.27M - $1.27M
|
491K
$29.4M
|
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
BUY
|
- |
18.8K+ 3.28% |
$1.13M - $1.13M
|
591K
$35.4M
|
|
|
May 12, 2021
Q1 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
16.5K+ 24.26% |
$990K - $991K
|
84.5K
$5.05M
|
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
16.1K+ 12.94% |
$964K - $965K
|
140K
$8.39M
|
|
|
May 14, 2021
Q1 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
15.6K+ 12.85% |
$934K - $936K
|
137K
$8.18M
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.5K+ 13.06% |
$929K - $930K
|
134K
$8.02M
|
|
|
Apr 16, 2021
Q1 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
15.4K+ 11.93% |
$922K - $923K
|
144K
$8.62M
|
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
14.1K+ 23.71% |
$844K - $845K
|
73.4K
$4.39M
|
|
|
Apr 13, 2021
Q1 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13.5KNew |
$811K - $812K
|
13.5K
$809K
|
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
12.8K+ 4.05% |
$770K - $771K
|
330K
$19.7M
|
|
|
Apr 01, 2021
Q1 2021
|
Park National Corp
|
BUY
|
- |
12.1K+ 3.42% |
$728K - $729K
|
367K
$22M
|
|
|
May 17, 2021
Q1 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.1KNew |
$724K - $725K
|
12.1K
$722K
|
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
11.4K+ 13.09% |
$683K - $684K
|
98.4K
$5.88M
|
|
|
May 12, 2022
Q1 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
10.9KNew |
$653K - $654K
|
10.9K
$651K
|
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.8K+ 21.33% |
$649K - $650K
|
61.6K
$3.68M
|
|
|
Apr 23, 2021
Q1 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 2.51% |
$631K - $632K
|
429K
$25.7M
|
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
10K+ 83.13% |
$600K - $601K
|
22K
$1.32M
|
|
|
May 04, 2021
Q1 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
9.52K+ 40.27% |
$571K - $572K
|
33.2K
$1.98M
|
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.17K+ 60.43% |
$490K - $491K
|
21.7K
$1.3M
|
|
|
May 14, 2021
Q1 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
7.99KNew |
$479K - $480K
|
7.99K
$478K
|
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.84K+ 8.95% |
$470K - $471K
|
95.4K
$5.71M
|
|
|
May 06, 2021
Q1 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
7.83K+ 26.47% |
$470K - $470K
|
37.4K
$2.24M
|
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.43K+ 26.71% |
$445K - $446K
|
35.2K
$2.11M
|