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 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.65K- 1.82% |
$159K - $159K
|
143K
$8.58M
|
|
|
Aug 02, 2021
Q2 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.7K- 40.54% |
$162K - $162K
|
3.95K
$237K
|
|
|
Jul 21, 2021
Q2 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.7K- 1.53% |
$162K - $162K
|
174K
$10.4M
|
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.75K- 18.7% |
$165K - $165K
|
12K
$717K
|
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.9K- 16.2% |
$174K - $174K
|
15K
$900K
|
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.9K- 39.13% |
$174K - $174K
|
4.51K
$271K
|
|
|
Aug 05, 2021
Q2 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-3K- 13.89% |
$180K - $180K
|
18.6K
$1.12M
|
|
|
Aug 05, 2021
Q2 2021
|
Grant
|
SELL
|
- |
-3K- 7.96% |
$180K - $180K
|
34.7K
$2.08M
|
|
|
Jul 29, 2021
Q2 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.06K- 44.18% |
$183K - $184K
|
3.87K
$232K
|
|
|
Aug 03, 2021
Q2 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-3.34KClosed |
$200K - $200K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.35K- 31.98% |
$201K - $201K
|
7.12K
$427K
|
|
|
Jul 09, 2024
Q2 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-3.36K- 45.33% |
$201K - $202K
|
4.05K
$243K
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-3.37K- 13.74% |
$202K - $202K
|
21.2K
$1.27M
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
SELL
|
- |
-3.39KClosed |
$203K - $203K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.45K- 7.93% |
$207K - $207K
|
40K
$2.4M
|
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
SELL
|
- |
-3.5K- 40.82% |
$210K - $210K
|
5.08K
$304K
|
|
|
Sep 01, 2021
Q2 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.54KClosed |
$212K - $213K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.6K- 10.14% |
$216K - $216K
|
31.9K
$1.92M
|
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.64KClosed |
$218K - $218K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.74K- 43.94% |
$224K - $224K
|
4.78K
$286K
|
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.75K- 20.19% |
$225K - $225K
|
14.8K
$890K
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.86K- 20.6% |
$232K - $232K
|
14.9K
$893K
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.91K- 11.64% |
$235K - $235K
|
29.7K
$1.78M
|
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.96K- 22.77% |
$237K - $237K
|
13.4K
$805K
|
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.97K- 6.72% |
$238K - $238K
|
55.1K
$3.31M
|
|
|
Aug 05, 2021
Q2 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-3.98KClosed |
$238K - $239K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
SELL
|
- |
-4.06K- 4.06% |
$243K - $243K
|
95.8K
$5.74M
|
|
|
Aug 09, 2021
Q2 2021
|
Cadence Bank Na
|
SELL
|
- |
-4.15KClosed |
$249K - $249K
|
0
$0
|
|
|
Apr 19, 2024
Q2 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.41K- 52.17% |
$264K - $264K
|
4.04K
$242K
|
|
|
Aug 12, 2021
Q2 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.7K- 3.75% |
$282K - $282K
|
121K
$7.25M
|
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.72K- 16.25% |
$283K - $283K
|
24.3K
$1.46M
|
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.63KClosed |
$337K - $338K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-5.68K- 10.21% |
$341K - $341K
|
50K
$3M
|
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-5.72K- 13.29% |
$343K - $343K
|
37.4K
$2.24M
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.72KClosed |
$343K - $343K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-5.82KClosed |
$349K - $349K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-6.26K- 57.53% |
$375K - $376K
|
4.62K
$277K
|
|
|
Jul 14, 2021
Q2 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-6.41KClosed |
$384K - $384K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Clarity Financial LLC
|
SELL
|
- |
-6.53KClosed |
$391K - $392K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-6.69K- 22.93% |
$401K - $401K
|
22.5K
$1.35M
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.97K- 9.75% |
$418K - $418K
|
64.5K
$3.87M
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.43K- 18.37% |
$505K - $506K
|
37.5K
$2.25M
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.61K- 24.44% |
$516K - $517K
|
26.6K
$1.6M
|
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-8.84K- 65.36% |
$530K - $530K
|
4.68K
$281K
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.41K- 5.05% |
$564K - $565K
|
177K
$10.6M
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.73K- 23.15% |
$583K - $584K
|
32.3K
$1.94M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.3K- 0.79% |
$620K - $620K
|
1.3M
$78.1M
|
|
|
Jul 27, 2021
Q2 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-10.9KClosed |
$653K - $654K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11.6K- 15.04% |
$693K - $694K
|
65.3K
$3.92M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.7K- 5.34% |
$701K - $702K
|
207K
$12.4M
|