Purchases and Sales Made in Q2 2019 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 Q2 2019. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2019
Q2 2019
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
270K+ 34.35% |
$16.2M - $16.3M
|
1.06M
$63.2M
|
|
|
Aug 13, 2019
Q2 2019
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
238K+ 729.28% |
$14.3M - $14.3M
|
271K
$16.2M
|
|
|
Aug 12, 2019
Q2 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
221K+ 1438.98% |
$13.3M - $13.3M
|
237K
$14.1M
|
|
|
Aug 06, 2019
Q2 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
214K+ 23.11% |
$12.8M - $12.9M
|
1.14M
$68.2M
|
|
|
Aug 01, 2019
Q2 2019
|
Advisory Services Network, LLC
|
BUY
|
- |
210KNew |
$12.6M - $12.7M
|
210K
$12.6M
|
|
|
Aug 02, 2019
Q2 2019
|
Envestnet Asset Management Inc
|
BUY
|
- |
162K+ 53.12% |
$9.74M - $9.77M
|
468K
$28M
|
|
|
Aug 08, 2019
Q2 2019
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
124K+ 199.59% |
$7.43M - $7.45M
|
186K
$11.1M
|
|
|
Aug 15, 2019
Q2 2019
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
115K+ 107.76% |
$6.92M - $6.94M
|
222K
$13.3M
|
|
|
Aug 13, 2019
Q2 2019
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
111K+ 16.03% |
$6.67M - $6.69M
|
805K
$48.1M
|
|
|
Aug 16, 2019
Q2 2019
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
110KNew |
$6.62M - $6.64M
|
110K
$6.6M
|
|
|
Aug 14, 2019
Q2 2019
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
107K+ 41.2% |
$6.39M - $6.41M
|
365K
$21.8M
|
|
|
Aug 14, 2019
Q2 2019
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
96K+ 60.65% |
$5.76M - $5.78M
|
254K
$15.2M
|
|
|
Mar 24, 2023
Q2 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
85.1K+ 134.6% |
$5.1M - $5.12M
|
148K
$8.87M
|
|
|
Jul 26, 2019
Q2 2019
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
80.6K+ 921.63% |
$4.83M - $4.85M
|
89.4K
$5.34M
|
|
|
Aug 14, 2019
Q2 2019
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
76.2K+ 20.16% |
$4.57M - $4.59M
|
454K
$27.2M
|
|
|
Jul 30, 2019
Q2 2019
|
Csenge Advisory Group
|
BUY
|
- |
74.1K+ 23.27% |
$4.44M - $4.46M
|
393K
$23.5M
|
|
|
Jul 31, 2019
Q2 2019
|
Cwm, LLC
|
BUY
|
- |
72.5K+ 114.74% |
$4.35M - $4.36M
|
136K
$8.12M
|
|
|
Aug 13, 2019
Q2 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
69.9K+ 7.79% |
$4.19M - $4.21M
|
968K
$57.9M
|
|
|
Aug 14, 2019
Q2 2019
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
66.8K+ 200.96% |
$4.01M - $4.02M
|
100K
$5.98M
|
|
|
Jul 19, 2019
Q2 2019
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.9K+ 16.19% |
$3.12M - $3.13M
|
373K
$22.3M
|
|
|
Jan 08, 2024
Q2 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
43.4K+ 102.19% |
$2.6M - $2.61M
|
85.9K
$5.14M
|
|
|
Sep 07, 2021
Q2 2019
|
Geneos Wealth Management Inc.
|
BUY
|
- |
42.9K+ 61.64% |
$2.57M - $2.58M
|
112K
$6.72M
|
|
|
Jul 16, 2019
Q2 2019
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
39.6K+ 9.41% |
$2.38M - $2.38M
|
461K
$27.6M
|
|
|
Aug 14, 2019
Q2 2019
|
Ubs Group Ag
|
BUY
|
- |
35.7K+ 1.29% |
$2.14M - $2.15M
|
2.8M
$167M
|
|
|
Jul 30, 2019
Q2 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
33.5K+ 37.26% |
$2.01M - $2.02M
|
123K
$7.38M
|
|
|
Aug 13, 2019
Q2 2019
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.7K+ 8.49% |
$1.96M - $1.97M
|
419K
$25M
|
|
|
Aug 06, 2019
Q2 2019
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31K+ 30.55% |
$1.86M - $1.87M
|
133K
$7.93M
|
|
|
Jul 17, 2019
Q2 2019
|
Stone X Group Inc.
|
BUY
|
- |
26.3K+ 101242.31% |
$1.58M - $1.58M
|
26.3K
$1.58M
|
|
|
Aug 23, 2019
Q2 2019
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
26.2KNew |
$1.57M - $1.58M
|
26.2K
$1.57M
|
|
|
Aug 14, 2019
Q2 2019
|
Prospera Financial Services Inc
|
BUY
|
- |
24.7K+ 107.92% |
$1.48M - $1.48M
|
47.5K
$2.84M
|
|
|
Jul 24, 2019
Q2 2019
|
Planning Alternatives LTD
|
BUY
|
- |
21.3K+ 1.9% |
$1.28M - $1.28M
|
1.14M
$68.3M
|
|
|
Jul 17, 2019
Q2 2019
|
Harvest Investment Services, LLC
|
BUY
|
- |
20.5K+ 13.05% |
$1.23M - $1.23M
|
177K
$10.6M
|
|
|
Aug 05, 2019
Q2 2019
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
19.1K+ 62.19% |
$1.15M - $1.15M
|
49.9K
$2.99M
|
|
|
Aug 08, 2019
Q2 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
18.9K+ 88.32% |
$1.14M - $1.14M
|
40.4K
$2.42M
|
|
|
Jul 23, 2019
Q2 2019
|
Arden Trust CO
|
BUY
|
- |
18.9KNew |
$1.13M - $1.14M
|
18.9K
$1.13M
|
|
|
Aug 01, 2019
Q2 2019
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.9K+ 46.72% |
$1.01M - $1.02M
|
53.1K
$3.17M
|
|
|
Jul 30, 2019
Q2 2019
|
Dfpg Investments, LLC
|
BUY
|
- |
16.6K+ 57.22% |
$997K - $1M
|
45.7K
$2.73M
|
|
|
Aug 08, 2019
Q2 2019
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
16K+ 2.85% |
$958K - $961K
|
577K
$34.5M
|
|
|
Aug 20, 2019
Q2 2019
|
New Square Capital LLC
|
BUY
|
- |
15.8K+ 179.42% |
$945K - $948K
|
24.5K
$1.47M
|
|
|
Aug 06, 2019
Q2 2019
|
Western Wealth Management, LLC
|
BUY
|
- |
14.1K+ 49.67% |
$844K - $846K
|
42.4K
$2.54M
|
|
|
Aug 09, 2019
Q2 2019
|
Wealthsource Partners, LLC
|
BUY
|
- |
13.2K+ 67.64% |
$790K - $793K
|
32.7K
$1.95M
|
|
|
Jul 01, 2019
Q2 2019
|
Park National Corp
|
BUY
|
- |
12.2K+ 7.01% |
$729K - $732K
|
186K
$11.1M
|
|
|
Jul 22, 2019
Q2 2019
|
Ae Wealth Management LLC
|
BUY
|
- |
11.9KNew |
$712K - $714K
|
11.9K
$710K
|
|
|
Jan 29, 2020
Q2 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.9K+ 277.29% |
$654K - $656K
|
14.8K
$887K
|
|
|
Jul 24, 2019
Q2 2019
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.2K+ 57.9% |
$611K - $613K
|
27.8K
$1.66M
|
|
|
Aug 04, 2020
Q2 2019
|
Milestone Advisory Partners
|
BUY
|
- |
10.1K+ 1.47% |
$605K - $607K
|
694K
$41.5M
|
|
|
Jul 12, 2019
Q2 2019
|
Welch & Forbes LLC
|
BUY
|
- |
10K+ 81.7% |
$600K - $602K
|
22.2K
$1.33M
|
|
|
Aug 06, 2019
Q2 2019
|
American Financial Advisors, LLC
|
BUY
|
- |
9.78K+ 10.59% |
$587K - $588K
|
102K
$6.11M
|
|
|
Aug 14, 2019
Q2 2019
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
9.31K+ 17.45% |
$558K - $560K
|
62.6K
$3.75M
|
|
|
Aug 07, 2019
Q2 2019
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
8.87K+ 121.28% |
$532K - $534K
|
16.2K
$968K
|