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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2021
Q2 2021
|
Moneywise, Inc.
|
SELL
|
- |
-12.2KClosed |
$730K - $730K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-12.5K- 21.2% |
$749K - $749K
|
46.4K
$2.79M
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.8K- 27.99% |
$769K - $769K
|
33K
$1.98M
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.9K- 17.63% |
$776K - $777K
|
60.5K
$3.63M
|
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-13K- 11.1% |
$782K - $782K
|
104K
$6.27M
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-14.9K- 35.79% |
$891K - $892K
|
26.7K
$1.6M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.9K- 7.43% |
$894K - $895K
|
186K
$11.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.5K- 42.76% |
$930K - $930K
|
20.8K
$1.25M
|
|
|
Jul 22, 2021
Q2 2021
|
G&S Capital LLC
|
SELL
|
- |
-16.1KClosed |
$964K - $964K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-17K- 28.91% |
$1.02M - $1.02M
|
41.9K
$2.52M
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17.7K- 19.68% |
$1.06M - $1.06M
|
72K
$4.32M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.7K- 1.84% |
$1.06M - $1.06M
|
941K
$56.5M
|
|
|
Feb 22, 2022
Q2 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-17.8K- 71.28% |
$1.06M - $1.07M
|
7.15K
$429K
|
|
|
Aug 04, 2021
Q2 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-17.8K- 18.11% |
$1.07M - $1.07M
|
80.6K
$4.84M
|
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-18K- 49.21% |
$1.08M - $1.08M
|
18.6K
$1.12M
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18.9K- 6.29% |
$1.13M - $1.13M
|
281K
$16.9M
|
|
|
Jul 23, 2021
Q2 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-19.2K- 60.65% |
$1.15M - $1.15M
|
12.5K
$749K
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.9K- 38.43% |
$1.25M - $1.25M
|
33.5K
$2.01M
|
|
|
Aug 06, 2021
Q2 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-23.1K- 34.38% |
$1.38M - $1.38M
|
44K
$2.64M
|
|
|
Jul 14, 2021
Q2 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-25.6KClosed |
$1.53M - $1.54M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-26K- 8.02% |
$1.56M - $1.56M
|
298K
$17.9M
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-26.9K- 44.01% |
$1.61M - $1.61M
|
34.2K
$2.05M
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-30.6K- 29.77% |
$1.84M - $1.84M
|
72.2K
$4.34M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-31.9K- 33.25% |
$1.91M - $1.91M
|
64.1K
$3.85M
|
|
|
Dec 13, 2023
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-35.5K- 83.7% |
$2.13M - $2.13M
|
6.92K
$415K
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-38K- 83.07% |
$2.28M - $2.28M
|
7.74K
$465K
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-40.4K- 32.33% |
$2.42M - $2.42M
|
84.5K
$5.07M
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-41.9K- 53.32% |
$2.51M - $2.51M
|
36.7K
$2.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-42.5K- 12.0% |
$2.55M - $2.55M
|
312K
$18.7M
|
|
|
Aug 03, 2021
Q2 2021
|
Peterson Wealth Management
|
SELL
|
- |
-48.3K- 73.2% |
$2.9M - $2.9M
|
17.7K
$1.06M
|
|
|
Aug 13, 2021
Q2 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-49K- 74.06% |
$2.94M - $2.94M
|
17.2K
$1.03M
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-50K- 11.43% |
$3M - $3M
|
387K
$23.2M
|
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-55.9K- 48.56% |
$3.35M - $3.35M
|
59.2K
$3.56M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59.9K- 10.15% |
$3.59M - $3.6M
|
531K
$31.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-64.7K- 18.65% |
$3.88M - $3.88M
|
282K
$16.9M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-75.5K- 22.91% |
$4.53M - $4.53M
|
254K
$15.3M
|
|
|
Aug 10, 2021
Q2 2021
|
Advisor Os, LLC
|
SELL
|
- |
-76K- 37.84% |
$4.55M - $4.56M
|
125K
$7.49M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-79.3K- 2.93% |
$4.76M - $4.76M
|
2.63M
$158M
|
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-96.7K- 83.34% |
$5.8M - $5.8M
|
19.3K
$1.16M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-117K- 8.35% |
$7M - $7M
|
1.28M
$76.9M
|
|
|
Jul 16, 2021
Q2 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-118K- 94.63% |
$7.09M - $7.1M
|
6.71K
$403K
|
|
|
Jul 20, 2021
Q2 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-144KClosed |
$8.64M - $8.65M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-159K- 71.02% |
$9.51M - $9.52M
|
64.8K
$3.89M
|
|
|
Aug 09, 2021
Q2 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-177K- 41.28% |
$10.6M - $10.6M
|
252K
$15.1M
|
|
|
Aug 12, 2021
Q2 2021
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-186K- 50.08% |
$11.2M - $11.2M
|
186K
$11.2M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-203K- 25.1% |
$12.1M - $12.2M
|
605K
$36.3M
|
|
|
Aug 03, 2021
Q2 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-204K- 66.19% |
$12.2M - $12.2M
|
104K
$6.25M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-206K- 45.46% |
$12.3M - $12.4M
|
247K
$14.8M
|
|
|
Aug 09, 2021
Q2 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-259K- 96.83% |
$15.5M - $15.6M
|
8.5K
$510K
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
SELL
|
- |
-422K- 74.5% |
$25.3M - $25.3M
|
145K
$8.68M
|