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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.69KNew |
$221K - $221K
|
3.69K
$221K
|
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
3.65K+ 43.21% |
$218K - $219K
|
12.1K
$725K
|
|
|
Aug 13, 2021
Q2 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.52KNew |
$211K - $211K
|
3.52K
$211K
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
3.36K+ 0.57% |
$202K - $202K
|
595K
$35.7M
|
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.28K+ 11.69% |
$197K - $197K
|
31.4K
$1.88M
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.24K+ 5.26% |
$194K - $194K
|
64.8K
$3.89M
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
3.23K+ 2.3% |
$194K - $194K
|
143K
$8.61M
|
|
|
Aug 13, 2021
Q2 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.92K+ 2.51% |
$175K - $175K
|
119K
$7.15M
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.42K+ 2.53% |
$145K - $145K
|
97.8K
$5.87M
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.36K+ 3.88% |
$141K - $142K
|
63.2K
$3.79M
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
2.19K+ 2.87% |
$131K - $131K
|
78.2K
$4.69M
|
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.19K+ 7.09% |
$131K - $131K
|
33K
$1.98M
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.95K+ 6.17% |
$117K - $117K
|
33.5K
$2.01M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.91K+ 11.69% |
$114K - $115K
|
18.3K
$1.1M
|
|
|
Aug 10, 2021
Q2 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
1.85K+ 4.43% |
$111K - $111K
|
43.6K
$2.62M
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.43K+ 408.31% |
$85.4K - $85.5K
|
1.77K
$106K
|
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.27K+ 1.74% |
$76.1K - $76.1K
|
74.3K
$4.46M
|
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1.19K+ 3.6% |
$71.5K - $71.6K
|
34.3K
$2.06M
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
BUY
|
- |
834New |
$50K - $50K
|
834
$50.1K
|
|
|
Aug 12, 2021
Q2 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
834+ 2.23% |
$50K - $50K
|
38.3K
$2.3M
|
|
|
Jul 26, 2021
Q2 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
750+ 10.95% |
$45K - $45K
|
7.6K
$456K
|
|
|
Jul 26, 2021
Q2 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
731+ 19.52% |
$43.8K - $43.9K
|
4.48K
$269K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
652+ 2.78% |
$39.1K - $39.1K
|
24.1K
$1.45M
|
|
|
Aug 16, 2021
Q2 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
500+ 5.65% |
$30K - $30K
|
9.35K
$561K
|
|
|
Aug 09, 2021
Q2 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
425+ 6.22% |
$25.5K - $25.5K
|
7.25K
$435K
|
|
|
Jul 28, 2021
Q2 2021
|
New Square Capital LLC
|
BUY
|
- |
380+ 2.02% |
$22.8K - $22.8K
|
19.2K
$1.15M
|
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
373+ 5.16% |
$22.4K - $22.4K
|
7.61K
$457K
|
|
|
Aug 16, 2021
Q2 2021
|
Townsquare Capital LLC
|
BUY
|
- |
303+ 4.39% |
$18.2K - $18.2K
|
7.21K
$433K
|
|
|
Jul 13, 2021
Q2 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
223+ 2.64% |
$13.4K - $13.4K
|
8.68K
$521K
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
190+ 1.66% |
$11.4K - $11.4K
|
11.7K
$700K
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
175+ 43.42% |
$10.5K - $10.5K
|
578
$34.7K
|
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
167+ 2.41% |
$10K - $10K
|
7.09K
$425K
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
155+ 5.2% |
$9.29K - $9.3K
|
3.14K
$188K
|
|
|
Jul 13, 2021
Q2 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
152+ 1.51% |
$9.11K - $9.12K
|
10.2K
$611K
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
99New |
$5.93K - $5.94K
|
99
$5.94K
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
80New |
$4.8K - $4.8K
|
80
$4.8K
|
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
59New |
$3.54K - $3.54K
|
59
$3.54K
|
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
58+ 8.42% |
$3.48K - $3.48K
|
747
$44.8K
|
|
|
Aug 03, 2021
Q2 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
33+ 0.15% |
$1.98K - $1.98K
|
22.1K
$1.33M
|
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
24+ 0.08% |
$1.44K - $1.44K
|
29.6K
$1.78M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
12New |
$719 - $720
|
12
$720
|
|
|
Aug 05, 2021
Q2 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
12+ 0.04% |
$719 - $720
|
28.9K
$1.74M
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 0.09% |
$300 - $300
|
5.82K
$349K
|
|
|
Aug 13, 2021
Q2 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5+ 0.07% |
$300 - $300
|
6.87K
$412K
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.14% |
$180 - $180
|
2.09K
$125K
|
|
|
Aug 13, 2021
Q2 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.03% |
$120 - $120
|
5.98K
$359K
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$59.9 - $60
|
3.82K
$229K
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.23% |
$59.9 - $60
|
445
$26.7K
|
|
|
Aug 05, 2021
Q2 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1+ 0.02% |
$59.9 - $60
|
4K
$240K
|
|
|
Aug 04, 2021
Q2 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-5- 1.85% |
$300 - $300
|
266
$16K
|