Purchases and Sales Made in Q2 2020 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 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2020
Q2 2020
|
Peterson Wealth Management
|
BUY
|
- |
14.6K+ 32.71% |
$862K - $877K
|
59.3K
$3.55M
|
|
|
Jul 29, 2020
Q2 2020
|
M&T Bank Corp
|
BUY
|
- |
14.2K+ 51.34% |
$835K - $850K
|
41.7K
$2.5M
|
|
|
Jul 31, 2020
Q2 2020
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
13.4KNew |
$790K - $804K
|
13.4K
$803K
|
|
|
Aug 10, 2020
Q2 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
12.5K+ 163.93% |
$739K - $752K
|
20.2K
$1.21M
|
|
|
Jul 16, 2020
Q2 2020
|
Ford Financial Group, LLC
|
BUY
|
- |
11.3K+ 174.57% |
$665K - $677K
|
17.7K
$1.06M
|
|
|
Aug 07, 2020
Q2 2020
|
Prospera Financial Services Inc
|
BUY
|
- |
10.6K+ 15.61% |
$623K - $634K
|
78.2K
$4.69M
|
|
|
Aug 17, 2020
Q2 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
10.2K+ 6.0% |
$602K - $613K
|
180K
$10.8M
|
|
|
Jul 14, 2020
Q2 2020
|
Lake Street Financial LLC
|
BUY
|
- |
10K+ 36.32% |
$593K - $603K
|
37.7K
$2.26M
|
|
|
Aug 14, 2020
Q2 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.67K+ 316.08% |
$571K - $581K
|
12.7K
$763K
|
|
|
Jul 31, 2020
Q2 2020
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
9.66KNew |
$570K - $580K
|
9.66K
$579K
|
|
|
Aug 05, 2020
Q2 2020
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.63K+ 41.29% |
$568K - $578K
|
33K
$1.98M
|
|
|
Aug 13, 2020
Q2 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.19K+ 141.96% |
$483K - $492K
|
14K
$837K
|
|
|
Aug 03, 2020
Q2 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
8.15K+ 37.84% |
$481K - $490K
|
29.7K
$1.78M
|
|
|
Aug 17, 2020
Q2 2020
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.08K+ 6.66% |
$477K - $485K
|
129K
$7.76M
|
|
|
Jul 09, 2020
Q2 2020
|
Clarus Wealth Advisors
|
BUY
|
- |
7.98KNew |
$471K - $479K
|
7.98K
$478K
|
|
|
Aug 13, 2020
Q2 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.76K+ 33.65% |
$458K - $466K
|
30.8K
$1.85M
|
|
|
Jul 13, 2020
Q2 2020
|
Sage Capital Advisors,Llc
|
BUY
|
- |
7.56KNew |
$446K - $454K
|
7.56K
$453K
|
|
|
Jul 16, 2020
Q2 2020
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.94K+ 13.72% |
$409K - $417K
|
57.5K
$3.45M
|
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6.85K+ 30.94% |
$404K - $411K
|
29K
$1.74M
|
|
|
Jul 29, 2020
Q2 2020
|
Mattern Wealth Management LLC
|
BUY
|
- |
6.56KNew |
$387K - $394K
|
6.56K
$393K
|
|
|
Aug 05, 2020
Q2 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
6.01K+ 24.32% |
$354K - $361K
|
30.7K
$1.84M
|
|
|
Jul 29, 2020
Q2 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
6K+ 4.74% |
$354K - $360K
|
133K
$7.95M
|
|
|
Jul 16, 2020
Q2 2020
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
5.95K+ 1.44% |
$351K - $358K
|
421K
$25.2M
|
|
|
Aug 04, 2020
Q2 2020
|
Psi Advisors, LLC
|
BUY
|
- |
5.5KNew |
$325K - $330K
|
5.5K
$330K
|
|
|
Sep 11, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.37KNew |
$317K - $322K
|
5.37K
$322K
|
|
|
Jul 09, 2020
Q2 2020
|
Aries Wealth Management
|
BUY
|
- |
5K+ 89.29% |
$295K - $300K
|
10.6K
$636K
|
|
|
Aug 13, 2020
Q2 2020
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.93K+ 35.35% |
$291K - $296K
|
18.9K
$1.13M
|
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.91K+ 19.19% |
$290K - $295K
|
30.5K
$1.83M
|
|
|
Jul 20, 2020
Q2 2020
|
Prism Advisors, Inc.
|
BUY
|
- |
4.9K+ 4.14% |
$289K - $294K
|
123K
$7.39M
|
|
|
Jan 08, 2024
Q2 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.81K+ 11.44% |
$284K - $289K
|
46.8K
$2.81M
|
|
|
Jul 24, 2024
Q2 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.75K+ 39.08% |
$280K - $285K
|
16.9K
$1.01M
|
|
|
Aug 14, 2020
Q2 2020
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.49KNew |
$265K - $269K
|
4.49K
$269K
|
|
|
Jul 20, 2020
Q2 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
4.35K+ 11.42% |
$256K - $261K
|
42.4K
$2.54M
|
|
|
Aug 06, 2020
Q2 2020
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
4.33KNew |
$256K - $260K
|
4.33K
$260K
|
|
|
Jul 20, 2020
Q2 2020
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.08K+ 10.27% |
$241K - $245K
|
43.8K
$2.62M
|
|
|
Jul 20, 2020
Q2 2020
|
Patten Group, Inc.
|
BUY
|
- |
4KNew |
$236K - $240K
|
4K
$240K
|
|
|
Aug 07, 2020
Q2 2020
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.97K+ 6.0% |
$234K - $238K
|
70.1K
$4.2M
|
|
|
Jul 01, 2020
Q2 2020
|
Park National Corp
|
BUY
|
- |
3.62K+ 1.39% |
$213K - $217K
|
264K
$15.8M
|
|
|
Jul 17, 2020
Q2 2020
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
3.39KNew |
$200K - $203K
|
3.39K
$203K
|
|
|
Sep 07, 2021
Q2 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.08K+ 2.75% |
$182K - $185K
|
115K
$6.9M
|
|
|
Aug 19, 2020
Q2 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.01K+ 4302.86% |
$178K - $181K
|
3.08K
$185K
|
|
|
Aug 03, 2020
Q2 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3K+ 81.08% |
$177K - $180K
|
6.7K
$402K
|
|
|
Jul 31, 2020
Q2 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.99K+ 20.17% |
$176K - $180K
|
17.8K
$1.07M
|
|
|
Jul 08, 2020
Q2 2020
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.7K+ 13.31% |
$159K - $162K
|
23K
$1.38M
|
|
|
Aug 10, 2020
Q2 2020
|
Calton & Associates, Inc.
|
BUY
|
- |
2.64K+ 6.97% |
$156K - $158K
|
40.5K
$2.43M
|
|
|
Aug 05, 2020
Q2 2020
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.57K+ 6.15% |
$151K - $154K
|
44.3K
$2.66M
|
|
|
Jul 31, 2020
Q2 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.35K+ 10.99% |
$139K - $141K
|
23.8K
$1.42M
|
|
|
Aug 13, 2020
Q2 2020
|
Keystone Financial Group
|
BUY
|
- |
2.3K+ 3.52% |
$136K - $138K
|
67.6K
$4.05M
|
|
|
Aug 13, 2020
Q2 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.18KNew |
$129K - $131K
|
2.18K
$131K
|
|
|
Aug 14, 2020
Q2 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.16K+ 13.55% |
$128K - $130K
|
18.1K
$1.09M
|