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 14, 2019
Q2 2019
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
544+ 3.5% |
$32.6K - $32.7K
|
16.1K
$962K
|
|
|
Jul 12, 2019
Q2 2019
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
366New |
$21.9K - $22K
|
366
$21.9K
|
|
|
Aug 14, 2019
Q2 2019
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
357+ 2.2% |
$21.4K - $21.5K
|
16.6K
$993K
|
|
|
Nov 19, 2019
Q2 2019
|
Global Retirement Partners, LLC
|
BUY
|
- |
344+ 101.18% |
$20.6K - $20.7K
|
684
$40.9K
|
|
|
Jul 22, 2019
Q2 2019
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
242+ 30.63% |
$14.5K - $14.6K
|
1.03K
$61.7K
|
|
|
Aug 15, 2019
Q2 2019
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
195New |
$11.7K - $11.7K
|
195
$11.7K
|
|
|
Aug 13, 2019
Q2 2019
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
162New |
$9.72K - $9.75K
|
162
$9.69K
|
|
|
Jul 18, 2019
Q2 2019
|
Beacon Capital Management, Inc.
|
BUY
|
- |
72New |
$4.32K - $4.33K
|
72
$4.31K
|
|
|
Aug 08, 2019
Q2 2019
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
68New |
$4.08K - $4.09K
|
68
$4.07K
|
|
|
Aug 13, 2019
Q2 2019
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
46New |
$2.76K - $2.77K
|
46
$2.75K
|
|
|
Aug 06, 2019
Q2 2019
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
41+ 1.17% |
$2.46K - $2.47K
|
3.55K
$212K
|
|
|
Aug 01, 2019
Q2 2019
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
40+ 0.64% |
$2.4K - $2.41K
|
6.33K
$378K
|
|
|
Aug 13, 2019
Q2 2019
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
32+ 0.63% |
$1.92K - $1.93K
|
5.08K
$304K
|
|
|
Aug 06, 2019
Q2 2019
|
Acg Wealth
|
BUY
|
- |
28+ 0.45% |
$1.68K - $1.68K
|
6.28K
$376K
|
|
|
Jul 25, 2019
Q2 2019
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5+ 0.6% |
$300 - $301
|
837
$50.1K
|
|
|
Jul 16, 2019
Q2 2019
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.76% |
$240 - $241
|
528
$31.6K
|
|
|
Jul 29, 2019
Q2 2019
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.0% |
$60 - $60.2
|
27.7K
$1.65M
|
|
|
Aug 14, 2019
Q2 2019
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1+ 0.01% |
$60 - $60.2
|
8.54K
$511K
|
|
|
May 08, 2020
Q2 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-43Closed |
$2.58K - $2.59K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-54Closed |
$3.24K - $3.25K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-80- 0.88% |
$4.8K - $4.81K
|
9.03K
$540K
|
|
|
Aug 15, 2019
Q2 2019
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-100- 0.98% |
$6K - $6.02K
|
10.1K
$602K
|
|
|
Aug 12, 2019
Q2 2019
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-109- 0.2% |
$6.54K - $6.56K
|
53.9K
$3.23M
|
|
|
Aug 13, 2019
Q2 2019
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-162- 91.53% |
$9.72K - $9.75K
|
15
$897
|
|
|
Jul 29, 2019
Q2 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-177- 12.27% |
$10.6K - $10.6K
|
1.27K
$75.7K
|
|
|
Aug 15, 2019
Q2 2019
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-189- 3.46% |
$11.3K - $11.4K
|
5.28K
$316K
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-200Closed |
$12K - $12K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Pittenger & Anderson Inc
|
SELL
|
- |
-557Closed |
$33.4K - $33.5K
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-621- 2.15% |
$37.2K - $37.4K
|
28.3K
$1.69M
|
|
|
Jul 10, 2019
Q2 2019
|
Davenport & CO LLC
|
SELL
|
- |
-650- 11.02% |
$39K - $39.1K
|
5.25K
$314K
|
|
|
Jul 22, 2019
Q2 2019
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-660- 5.29% |
$39.6K - $39.7K
|
11.8K
$706K
|
|
|
Aug 15, 2019
Q2 2019
|
Coldstream Capital Management Inc
|
SELL
|
- |
-675- 5.25% |
$40.5K - $40.6K
|
12.2K
$729K
|
|
|
Jul 18, 2019
Q2 2019
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-732- 15.06% |
$43.9K - $44K
|
4.13K
$247K
|
|
|
Jul 26, 2019
Q2 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-845- 14.06% |
$50.7K - $50.8K
|
5.17K
$309K
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.47KClosed |
$88K - $88.3K
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.84K- 2.71% |
$111K - $111K
|
66.2K
$3.96M
|
|
|
Aug 13, 2019
Q2 2019
|
Us Bancorp \De\
|
SELL
|
- |
-2.34K- 3.64% |
$141K - $141K
|
62K
$3.71M
|
|
|
Aug 05, 2019
Q2 2019
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.87K- 13.74% |
$172K - $173K
|
18K
$1.08M
|
|
|
Aug 12, 2019
Q2 2019
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.19K- 5.98% |
$191K - $192K
|
50.1K
$3M
|
|
|
Jul 17, 2019
Q2 2019
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.33K- 49.49% |
$200K - $200K
|
3.4K
$203K
|
|
|
Jul 18, 2019
Q2 2019
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.45K- 4.34% |
$207K - $207K
|
76.1K
$4.55M
|
|
|
Aug 14, 2019
Q2 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.65KClosed |
$219K - $219K
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3.79K- 11.32% |
$227K - $228K
|
29.7K
$1.77M
|
|
|
Apr 19, 2024
Q2 2019
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.02K- 53.05% |
$241K - $242K
|
3.55K
$212K
|
|
|
Aug 14, 2019
Q2 2019
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-4.33KClosed |
$259K - $260K
|
0
$0
|
|
|
Jul 11, 2019
Q2 2019
|
Cypress Capital, LLC
|
SELL
|
- |
-5K- 31.97% |
$300K - $301K
|
10.6K
$636K
|
|
|
Aug 01, 2019
Q2 2019
|
Wedbush Securities Inc
|
SELL
|
- |
-5.54KClosed |
$332K - $333K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-5.66K- 58.7% |
$339K - $341K
|
3.98K
$238K
|
|
|
Aug 09, 2019
Q2 2019
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.27K- 46.35% |
$376K - $377K
|
7.25K
$434K
|
|
|
Aug 06, 2019
Q2 2019
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6.66KClosed |
$400K - $401K
|
0
$0
|