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 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.2K+ 163.6% |
$492K - $493K
|
13.2K
$791K
|
|
|
Aug 02, 2019
Q2 2019
|
Strid Group, LLC
|
BUY
|
- |
7.82K+ 140.87% |
$469K - $470K
|
13.4K
$801K
|
|
|
Aug 08, 2019
Q2 2019
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.08K+ 56.36% |
$425K - $426K
|
19.7K
$1.18M
|
|
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.96K+ 11.68% |
$417K - $419K
|
66.5K
$3.99M
|
|
|
May 19, 2020
Q2 2019
|
Archer Investment Corp
|
BUY
|
- |
6.73K+ 10.2% |
$404K - $405K
|
72.7K
$4.36M
|
|
|
Aug 05, 2019
Q2 2019
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.6KNew |
$396K - $397K
|
6.6K
$395K
|
|
|
Aug 16, 2019
Q2 2019
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.45K+ 13.35% |
$387K - $388K
|
54.8K
$3.28M
|
|
|
Aug 06, 2019
Q2 2019
|
Lincoln National Corp
|
BUY
|
- |
6.23KNew |
$373K - $375K
|
6.23K
$373K
|
|
|
Aug 15, 2019
Q2 2019
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6KNew |
$360K - $361K
|
6K
$359K
|
|
|
Aug 12, 2019
Q2 2019
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5.81K+ 33.86% |
$349K - $350K
|
23K
$1.38M
|
|
|
Aug 14, 2019
Q2 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.44K+ 81.9% |
$326K - $327K
|
12.1K
$724K
|
|
|
Aug 12, 2019
Q2 2019
|
Independent Advisor Alliance
|
BUY
|
- |
5.38K+ 8.23% |
$323K - $324K
|
70.8K
$4.24M
|
|
|
Aug 05, 2019
Q2 2019
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.29K+ 5.01% |
$317K - $318K
|
111K
$6.64M
|
|
|
Aug 13, 2019
Q2 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.1KNew |
$306K - $307K
|
5.1K
$305K
|
|
|
Aug 06, 2019
Q2 2019
|
Prism Advisors, Inc.
|
BUY
|
- |
4.35K+ 3.65% |
$261K - $262K
|
124K
$7.41M
|
|
|
Aug 13, 2019
Q2 2019
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.3K+ 29.48% |
$258K - $259K
|
18.9K
$1.13M
|
|
|
Aug 15, 2019
Q2 2019
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.86K+ 3.42% |
$232K - $232K
|
117K
$6.99M
|
|
|
Aug 12, 2019
Q2 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.75KNew |
$225K - $225K
|
3.75K
$225K
|
|
|
Aug 09, 2019
Q2 2019
|
Barber Financial Group, Inc.
|
BUY
|
- |
3.73K+ 3.12% |
$223K - $224K
|
123K
$7.37M
|
|
|
Aug 14, 2019
Q2 2019
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.67K+ 56.3% |
$220K - $221K
|
10.2K
$611K
|
|
|
Aug 07, 2019
Q2 2019
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.64KNew |
$219K - $219K
|
3.64K
$218K
|
|
|
Aug 08, 2019
Q2 2019
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
3.62KNew |
$217K - $218K
|
3.62K
$217K
|
|
|
Aug 12, 2019
Q2 2019
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.44K+ 5733.33% |
$206K - $207K
|
3.5K
$210K
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.35K+ 599.82% |
$201K - $201K
|
3.91K
$234K
|
|
|
Aug 02, 2019
Q2 2019
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.26K+ 29.39% |
$196K - $196K
|
14.4K
$861K
|
|
|
Aug 07, 2019
Q2 2019
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.25K+ 24.82% |
$195K - $195K
|
16.3K
$978K
|
|
|
Jul 25, 2019
Q2 2019
|
Ford Financial Group, LLC
|
BUY
|
- |
3.05K+ 56.94% |
$183K - $183K
|
8.39K
$503K
|
|
|
Aug 13, 2019
Q2 2019
|
D.A. Davidson & Co.
|
BUY
|
- |
2.71K+ 4.36% |
$162K - $163K
|
64.8K
$3.88M
|
|
|
Jul 19, 2019
Q2 2019
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.56K+ 7.61% |
$154K - $154K
|
36.2K
$2.17M
|
|
|
Aug 14, 2019
Q2 2019
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.41K+ 32.77% |
$144K - $145K
|
9.75K
$584K
|
|
|
Jul 19, 2019
Q2 2019
|
Lvz, Inc.
|
BUY
|
- |
2.16K+ 15.1% |
$129K - $130K
|
16.4K
$985K
|
|
|
Aug 02, 2019
Q2 2019
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.07K+ 56.11% |
$124K - $124K
|
5.75K
$344K
|
|
|
Aug 09, 2019
Q2 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.98K+ 83.78% |
$119K - $119K
|
4.34K
$260K
|
|
|
Aug 13, 2019
Q2 2019
|
Argi Investment Services, LLC
|
BUY
|
- |
1.85K+ 54.16% |
$111K - $111K
|
5.27K
$315K
|
|
|
Aug 01, 2019
Q2 2019
|
True Private Wealth Advisors
|
BUY
|
- |
1.75KNew |
$105K - $105K
|
1.75K
$105K
|
|
|
Aug 05, 2019
Q2 2019
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.71K+ 7.6% |
$103K - $103K
|
24.2K
$1.45M
|
|
|
Jul 25, 2019
Q2 2019
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.37K+ 0.6% |
$82K - $82.3K
|
229K
$13.7M
|
|
|
Aug 13, 2019
Q2 2019
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.35K+ 18.88% |
$81K - $81.2K
|
8.5K
$509K
|
|
|
Jul 31, 2019
Q2 2019
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.25KNew |
$75.1K - $75.3K
|
1.25K
$75K
|
|
|
Aug 06, 2019
Q2 2019
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.03K+ 2.57% |
$61.6K - $61.8K
|
41.1K
$2.46M
|
|
|
Jul 12, 2019
Q2 2019
|
Sheets Smith Wealth Management
|
BUY
|
- |
1K+ 12.2% |
$60K - $60.2K
|
9.2K
$551K
|
|
|
Jul 19, 2019
Q2 2019
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
934+ 6.47% |
$56K - $56.2K
|
15.4K
$921K
|
|
|
Aug 13, 2019
Q2 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
928+ 5.25% |
$55.7K - $55.8K
|
18.6K
$1.11M
|
|
|
Aug 19, 2019
Q2 2019
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
928+ 1.27% |
$55.7K - $55.8K
|
73.8K
$4.42M
|
|
|
Aug 07, 2019
Q2 2019
|
Keystone Financial Group
|
BUY
|
- |
913+ 1.46% |
$54.8K - $54.9K
|
63.4K
$3.8M
|
|
|
Aug 14, 2019
Q2 2019
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
878New |
$52.7K - $52.8K
|
878
$52.6K
|
|
|
Aug 06, 2019
Q2 2019
|
Good Life Advisors, LLC
|
BUY
|
- |
800+ 5.6% |
$48K - $48.1K
|
15.1K
$904K
|
|
|
Aug 15, 2019
Q2 2019
|
Brendel Financial Advisors LLC
|
BUY
|
- |
786+ 0.93% |
$47.1K - $47.3K
|
85.1K
$5.1M
|
|
|
Aug 14, 2019
Q2 2019
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
630New |
$37.8K - $37.9K
|
630
$37.7K
|
|
|
Jul 31, 2019
Q2 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
578New |
$34.7K - $34.8K
|
578
$34.6K
|