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 |
---|---|---|---|---|---|---|---|
Aug 03, 2020
Q2 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.34K- 2.48% |
$79.1K - $80.5K
|
52.7K
$3.16M
|
|
Oct 07, 2020
Q2 2020
|
Acg Wealth
|
SELL
|
- |
-1.36K- 20.34% |
$80.4K - $81.8K
|
5.34K
$320K
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.41KClosed |
$83.1K - $84.6K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.66K- 3.55% |
$98.1K - $99.8K
|
45.2K
$2.71M
|
|
Aug 13, 2020
Q2 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.66K- 30.32% |
$98.2K - $99.9K
|
3.83K
$229K
|
|
Aug 14, 2020
Q2 2020
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-1.7K- 8.05% |
$100K - $102K
|
19.4K
$1.16M
|
|
Jul 16, 2020
Q2 2020
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.74K- 7.11% |
$103K - $105K
|
22.7K
$1.36M
|
|
Jul 08, 2020
Q2 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.9K- 0.45% |
$112K - $114K
|
421K
$25.2M
|
|
Aug 24, 2020
Q2 2020
|
Stephens Inc
|
SELL
|
- |
-1.93K- 3.09% |
$114K - $116K
|
60.5K
$3.63M
|
|
Aug 13, 2020
Q2 2020
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-2.17K- 3.45% |
$128K - $130K
|
60.7K
$3.64M
|
|
Jul 31, 2020
Q2 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.28K- 83.04% |
$134K - $137K
|
465
$27.9K
|
|
Aug 07, 2020
Q2 2020
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.29K- 4.7% |
$135K - $138K
|
46.5K
$2.79M
|
|
Aug 12, 2020
Q2 2020
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.36K- 1.32% |
$139K - $142K
|
176K
$10.5M
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.36KClosed |
$139K - $142K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.5K- 2.66% |
$148K - $150K
|
91.5K
$5.49M
|
|
Jul 16, 2020
Q2 2020
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-2.62K- 18.19% |
$155K - $158K
|
11.8K
$708K
|
|
Aug 07, 2020
Q2 2020
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.72K- 10.18% |
$161K - $163K
|
24K
$1.44M
|
|
Aug 10, 2020
Q2 2020
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-3K- 43.96% |
$177K - $180K
|
3.83K
$229K
|
|
Aug 13, 2020
Q2 2020
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.05K- 23.21% |
$180K - $183K
|
10.1K
$605K
|
|
Aug 12, 2020
Q2 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.37K- 14.97% |
$199K - $202K
|
19.1K
$1.15M
|
|
Aug 10, 2020
Q2 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.69K- 11.12% |
$218K - $222K
|
29.5K
$1.77M
|
|
Jul 16, 2020
Q2 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.74KClosed |
$221K - $225K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.91K- 25.8% |
$231K - $235K
|
11.2K
$674K
|
|
Jul 13, 2020
Q2 2020
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4.03K- 10.23% |
$238K - $242K
|
35.3K
$2.12M
|
|
Jul 15, 2020
Q2 2020
|
Welch & Forbes LLC
|
SELL
|
- |
-4.29K- 5.82% |
$253K - $258K
|
69.5K
$4.17M
|
|
Aug 26, 2020
Q2 2020
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.64KClosed |
$274K - $279K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-5.09K- 3.62% |
$300K - $306K
|
136K
$8.14M
|
|
Aug 12, 2020
Q2 2020
|
Argi Investment Services, LLC
|
SELL
|
- |
-5.23KClosed |
$309K - $314K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.39K- 5.63% |
$377K - $384K
|
107K
$6.42M
|
|
Aug 17, 2020
Q2 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.42K- 2.16% |
$379K - $386K
|
291K
$17.4M
|
|
Jul 31, 2020
Q2 2020
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-6.95KClosed |
$410K - $418K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-7.08KClosed |
$418K - $425K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7.85K- 26.59% |
$463K - $472K
|
21.7K
$1.3M
|
|
Jul 27, 2020
Q2 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-8.37K- 94.83% |
$494K - $502K
|
456
$27.3K
|
|
Jul 30, 2020
Q2 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.39K- 29.77% |
$495K - $504K
|
19.8K
$1.19M
|
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8.58K- 22.97% |
$506K - $515K
|
28.8K
$1.72M
|
|
Jul 07, 2020
Q2 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-8.62K- 32.52% |
$509K - $518K
|
17.9K
$1.07M
|
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.85K- 57.91% |
$581K - $592K
|
7.16K
$429K
|
|
Aug 14, 2020
Q2 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-10.1KClosed |
$597K - $607K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-10.4K- 20.51% |
$614K - $625K
|
40.3K
$2.42M
|
|
Aug 20, 2020
Q2 2020
|
Cypress Capital, LLC
|
SELL
|
- |
-10.6KClosed |
$628K - $639K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.2K- 13.36% |
$659K - $670K
|
72.4K
$4.34M
|
|
Aug 14, 2020
Q2 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.4K- 18.9% |
$730K - $742K
|
53.1K
$3.18M
|
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.7K- 7.76% |
$809K - $824K
|
163K
$9.77M
|
|
Jul 27, 2020
Q2 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-14KClosed |
$829K - $843K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Rda Financial Network
|
SELL
|
- |
-15.7KClosed |
$926K - $943K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-18.3K- 39.59% |
$1.08M - $1.1M
|
27.9K
$1.67M
|
|
Jan 13, 2023
Q2 2020
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-18.9K- 49.76% |
$1.12M - $1.14M
|
19.1K
$1.15M
|
|
Aug 14, 2020
Q2 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.5K- 74.7% |
$1.21M - $1.23M
|
6.94K
$416K
|
|
Jul 29, 2020
Q2 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-21.3K- 35.41% |
$1.25M - $1.28M
|
38.8K
$2.33M
|