Purchases and Sales Made in Q2 2021 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 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.54MNew |
$212M - $213M
|
3.54M
$213M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.72MNew |
$163M - $163M
|
2.72M
$164M
|
|
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
169K+ 123.71% |
$10.1M - $10.2M
|
306K
$18.4M
|
|
|
Aug 12, 2021
Q2 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
117K+ 60.85% |
$7.01M - $7.02M
|
309K
$18.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
116K+ 116.12% |
$6.95M - $6.96M
|
216K
$13M
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
99.6K+ 365.06% |
$5.97M - $5.97M
|
127K
$7.61M
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
75K+ 50.76% |
$4.5M - $4.5M
|
223K
$13.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
71K+ 52.94% |
$4.26M - $4.26M
|
205K
$12.3M
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
63.3K+ 147.75% |
$3.8M - $3.8M
|
106K
$6.37M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.9K+ 2.64% |
$3.71M - $3.71M
|
2.4M
$144M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
49K+ 119.73% |
$2.94M - $2.94M
|
90K
$5.4M
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.9K+ 306.12% |
$2.27M - $2.27M
|
50.2K
$3.01M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.4K+ 7.1% |
$2.18M - $2.19M
|
550K
$33M
|
|
|
Jul 13, 2021
Q2 2021
|
Refined Wealth Management
|
BUY
|
- |
30.5KNew |
$1.83M - $1.83M
|
30.5K
$1.83M
|
|
|
Jul 21, 2021
Q2 2021
|
Brendel Financial Advisors LLC
|
BUY
|
- |
29.6KNew |
$1.77M - $1.77M
|
29.6K
$1.77M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.2K+ 5.13% |
$1.51M - $1.51M
|
516K
$31M
|
|
|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
22.9K+ 11.48% |
$1.37M - $1.37M
|
222K
$13.3M
|
|
|
Aug 11, 2021
Q2 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
20.8K+ 7.98% |
$1.25M - $1.25M
|
282K
$16.9M
|
|
|
Jul 27, 2021
Q2 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
20.8K+ 105.81% |
$1.25M - $1.25M
|
40.5K
$2.43M
|
|
|
Jul 22, 2021
Q2 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
18KNew |
$1.08M - $1.08M
|
18K
$1.08M
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
16.7K+ 72.8% |
$1M - $1M
|
39.6K
$2.38M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16K+ 1617.61% |
$958K - $959K
|
17K
$1.02M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
14.9K+ 23.64% |
$896K - $896K
|
78.1K
$4.69M
|
|
|
Jan 03, 2023
Q2 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
12K+ 22.46% |
$722K - $722K
|
65.7K
$3.94M
|
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.9K+ 194.97% |
$711K - $711K
|
17.9K
$1.08M
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11K+ 25.58% |
$660K - $660K
|
54K
$3.24M
|
|
|
Jul 12, 2021
Q2 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
10.8KNew |
$650K - $651K
|
10.8K
$651K
|
|
|
Jul 30, 2021
Q2 2021
|
Derbend Asset Management
|
BUY
|
- |
10.6KNew |
$634K - $635K
|
10.6K
$635K
|
|
|
Aug 13, 2021
Q2 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
9.83KNew |
$589K - $590K
|
9.83K
$590K
|
|
|
Jul 19, 2021
Q2 2021
|
Wt Wealth Management
|
BUY
|
- |
9.47K+ 15.63% |
$567K - $568K
|
70K
$4.2M
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.76KNew |
$525K - $526K
|
8.76K
$526K
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.24KNew |
$494K - $494K
|
8.24K
$495K
|
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
BUY
|
- |
8.19KNew |
$491K - $491K
|
8.19K
$491K
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.11K+ 12.96% |
$486K - $487K
|
70.7K
$4.24M
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
7.91K+ 8.6% |
$474K - $475K
|
99.9K
$6M
|
|
|
Aug 03, 2021
Q2 2021
|
1776 Wealth LLC
|
BUY
|
- |
7.81K+ 3.19% |
$468K - $468K
|
252K
$15.2M
|
|
|
Jul 28, 2021
Q2 2021
|
Strid Group, LLC
|
BUY
|
- |
7.6K+ 10.65% |
$456K - $456K
|
79K
$4.74M
|
|
|
Jul 01, 2021
Q2 2021
|
Park National Corp
|
BUY
|
- |
7.01K+ 1.91% |
$420K - $421K
|
374K
$22.5M
|
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.92KNew |
$415K - $415K
|
6.92K
$415K
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.16K+ 2.76% |
$369K - $370K
|
230K
$13.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.9K+ 4.95% |
$354K - $354K
|
125K
$7.51M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.69KNew |
$341K - $341K
|
5.69K
$342K
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.41K+ 483.9% |
$324K - $325K
|
6.53K
$392K
|
|
|
Jul 22, 2021
Q2 2021
|
Welch & Forbes LLC
|
BUY
|
- |
5.21K+ 5.54% |
$312K - $313K
|
99.3K
$5.96M
|
|
|
Jul 29, 2021
Q2 2021
|
Petix & Botte CO
|
BUY
|
- |
5.02K+ 7.22% |
$301K - $301K
|
74.5K
$4.47M
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.8K+ 16.03% |
$288K - $288K
|
34.8K
$2.09M
|
|
|
Jul 30, 2021
Q2 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.71K+ 58.92% |
$282K - $283K
|
12.7K
$763K
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.02K+ 18.52% |
$241K - $241K
|
25.7K
$1.54M
|
|
|
Jul 21, 2021
Q2 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.89KNew |
$233K - $233K
|
3.89K
$234K
|
|
|
Aug 03, 2021
Q2 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
3.7KNew |
$221K - $222K
|
3.7K
$222K
|