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 14, 2021
Q1 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
380+ 4.49% |
$22.8K - $22.8K
|
8.85K
$529K
|
|
Apr 27, 2021
Q1 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
360+ 10.64% |
$21.6K - $21.6K
|
3.75K
$224K
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
BUY
|
- |
325+ 3.94% |
$19.5K - $19.5K
|
8.58K
$513K
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
323+ 9.24% |
$19.4K - $19.4K
|
3.82K
$228K
|
|
May 10, 2021
Q1 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
171+ 4.46% |
$10.3K - $10.3K
|
4K
$239K
|
|
Apr 14, 2021
Q1 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
142New |
$8.52K - $8.53K
|
142
$8.49K
|
|
May 05, 2021
Q1 2021
|
Human Investing LLC
|
BUY
|
- |
48New |
$2.88K - $2.88K
|
48
$2.87K
|
|
May 03, 2021
Q1 2021
|
Jnba Financial Advisors
|
BUY
|
- |
20+ 47.62% |
$1.2K - $1.2K
|
62
$3.71K
|
|
Jan 02, 2024
Q1 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
20+ 0.19% |
$1.2K - $1.2K
|
10.5K
$626K
|
|
May 14, 2021
Q1 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.03% |
$120 - $120
|
6.92K
$414K
|
|
May 14, 2021
Q1 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$60 - $60.1
|
5.98K
$357K
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.18% |
$60 - $60.1
|
542
$32.4K
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.29% |
$60 - $60.1
|
344
$20.6K
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-2Closed |
$120 - $120
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-17Closed |
$1.02K - $1.02K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-54- 0.36% |
$3.24K - $3.24K
|
14.9K
$892K
|
|
Apr 01, 2021
Q1 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-65- 3.04% |
$3.9K - $3.9K
|
2.08K
$124K
|
|
May 17, 2021
Q1 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-100- 2.67% |
$6K - $6.01K
|
3.65K
$218K
|
|
Mar 14, 2023
Q1 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-100- 2.67% |
$6K - $6.01K
|
3.65K
$218K
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-112- 57.44% |
$6.72K - $6.73K
|
83
$4.96K
|
|
Feb 22, 2022
Q1 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-113- 0.45% |
$6.78K - $6.79K
|
24.9K
$1.49M
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-140- 25.78% |
$8.4K - $8.41K
|
403
$24.1K
|
|
Dec 19, 2023
Q1 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-150Closed |
$9K - $9.01K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-185- 2.71% |
$11.1K - $11.1K
|
6.65K
$397K
|
|
Apr 28, 2021
Q1 2021
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-194- 1.12% |
$11.6K - $11.7K
|
17.1K
$1.02M
|
|
May 17, 2021
Q1 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-207Closed |
$12.4K - $12.4K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-246- 2.83% |
$14.8K - $14.8K
|
8.45K
$505K
|
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-257- 51.2% |
$15.4K - $15.4K
|
245
$14.7K
|
|
May 14, 2021
Q1 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-268- 82.97% |
$16.1K - $16.1K
|
55
$3.29K
|
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-269- 3.09% |
$16.1K - $16.2K
|
8.44K
$504K
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-292Closed |
$17.5K - $17.5K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-296- 2.06% |
$17.8K - $17.8K
|
14.1K
$842K
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-299- 46.14% |
$17.9K - $18K
|
349
$20.9K
|
|
May 06, 2021
Q1 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-456- 13.27% |
$27.3K - $27.4K
|
2.98K
$178K
|
|
Apr 26, 2021
Q1 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-500Closed |
$30K - $30K
|
0
$0
|
|
May 27, 2021
Q1 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-512- 6.46% |
$30.7K - $30.8K
|
7.41K
$443K
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-547Closed |
$32.8K - $32.9K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-640- 13.54% |
$38.4K - $38.4K
|
4.09K
$244K
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-754- 1.22% |
$45.2K - $45.3K
|
60.8K
$3.64M
|
|
Apr 23, 2021
Q1 2021
|
Patten Group, Inc.
|
SELL
|
- |
-806- 15.31% |
$48.3K - $48.4K
|
4.46K
$267K
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-872- 1.41% |
$52.3K - $52.4K
|
61K
$3.65M
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-878- 13.5% |
$52.7K - $52.7K
|
5.63K
$336K
|
|
Apr 29, 2021
Q1 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-998Closed |
$59.9K - $59.9K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-1.09K- 4.07% |
$65.1K - $65.2K
|
25.6K
$1.53M
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.12KClosed |
$67.3K - $67.4K
|
0
$0
|
|
Jul 09, 2024
Q1 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.14K- 13.28% |
$68.1K - $68.2K
|
7.41K
$443K
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.2K- 14.91% |
$72K - $72.1K
|
6.85K
$410K
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.25K- 12.75% |
$74.7K - $74.8K
|
8.52K
$509K
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.56K- 3.51% |
$93.7K - $93.9K
|
43K
$2.57M
|
|
Apr 14, 2021
Q1 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-1.65K- 1.72% |
$98.7K - $98.9K
|
94K
$5.62M
|