Purchases and Sales Made in Q4 2019 in First Tr Enhanced Traded Fd Iv (FTSM)

FTSM Quotes by TradingView

This table provides information about the institutional ownership of First Tr Enhanced Traded Fd Iv (FTSM) during Q4 2019. 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
May 19, 2020 Q4 2019
Tru Independence LLC

BUY
 -
14.2K
New
$855K - $857K
14.2K $852K
Feb 18, 2020 Q4 2019
Titus Wealth Management

Larskpur, CA
BUY
 -
13.8K
+ 119.64%
$829K - $830K
25.3K $1.52M
Feb 27, 2020 Q4 2019
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
BUY
 -
13.1K
New
$789K - $791K
13.1K $786K
Feb 14, 2020 Q4 2019
Hrt Financial LP

New York, NY
BUY
 -
13K
New
$783K - $785K
13K $780K
Jan 27, 2021 Q4 2019
Wealth Advisory Solutions, LLC

BUY
 -
12.1K
New
$726K - $728K
12.1K $723K
Feb 14, 2020 Q4 2019
Avestar Capital, LLC

BUY
 -
11.8K
New
$709K - $710K
11.8K $706K
Jan 24, 2020 Q4 2019
Stone X Group Inc.

BUY
 -
11.5K
+ 28.13%
$691K - $693K
52.4K $3.14M
Feb 14, 2020 Q4 2019
Avantax Advisory Services, Inc.

BUY
 -
10.7K
+ 142.6%
$641K - $642K
18.2K $1.09M
Feb 13, 2020 Q4 2019
Summit Trail Advisors, LLC

New York, NY
BUY
 -
10.5K
New
$631K - $632K
10.5K $628K
Feb 14, 2020 Q4 2019
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
10K
+ 57.12%
$602K - $603K
27.6K $1.65M
Jul 08, 2024 Q4 2019
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
9.53K
New
$572K - $573K
9.53K $570K
Feb 10, 2020 Q4 2019
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
9.14K
+ 62.31%
$549K - $550K
23.8K $1.42M
Feb 14, 2020 Q4 2019
Stephens Inc

BUY
 -
8.98K
+ 52.62%
$539K - $540K
26K $1.56M
Feb 03, 2020 Q4 2019
Calton & Associates, Inc.

BUY
 -
8.22K
+ 28.96%
$494K - $495K
36.6K $2.19M
Feb 07, 2020 Q4 2019
Ifg Advisory, LLC

BUY
 -
7.78K
+ 20.3%
$467K - $468K
46.1K $2.76M
Jan 28, 2020 Q4 2019
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
7.46K
+ 18.44%
$448K - $449K
47.9K $2.87M
Feb 10, 2020 Q4 2019
Western Wealth Management, LLC

BUY
 -
7.13K
+ 14.1%
$428K - $429K
57.7K $3.45M
Feb 13, 2020 Q4 2019
Americana Partners, LLC

Houston, TX
BUY
 -
7.06K
New
$424K - $425K
7.06K $422K
Feb 14, 2020 Q4 2019
D.A. Davidson & Co.

BUY
 -
7.02K
+ 9.57%
$421K - $422K
80.3K $4.8M
Jan 27, 2020 Q4 2019
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
6.94K
+ 4.99%
$417K - $418K
146K $8.74M
Feb 14, 2020 Q4 2019
Beam Wealth Advisors, Inc.

BUY
 -
6.37K
New
$383K - $383K
6.37K $381K
Jan 29, 2020 Q4 2019
Stratos Wealth Advisors, LLC

BUY
 -
5.88K
New
$353K - $354K
5.88K $352K
Feb 07, 2020 Q4 2019
Oppenheimer & CO Inc

New York, NY
BUY
 -
5.59K
+ 32.39%
$335K - $336K
22.8K $1.37M
Feb 14, 2020 Q4 2019
Brown Advisory Securities, LLC

BUY
 -
5.42K
New
$325K - $326K
5.42K $324K
Jan 27, 2020 Q4 2019
Lex Aurum Advisors, LLC

BUY
 -
5.41K
+ 144.1%
$325K - $325K
9.16K $548K
Jul 24, 2024 Q4 2019
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
5.3K
+ 105.74%
$319K - $319K
10.3K $617K
Feb 14, 2020 Q4 2019
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
5.18K
New
$311K - $311K
5.18K $310K
Feb 14, 2020 Q4 2019
Wintrust Investments LLC

Chicago, IL
BUY
 -
5.08K
+ 7.9%
$305K - $306K
69.4K $4.15M
Jan 30, 2020 Q4 2019
Shilanski & Associates, Inc.

BUY
 -
5.02K
+ 33.56%
$301K - $302K
20K $1.19M
Jan 29, 2020 Q4 2019
Adams Asset Advisors, LLC

BUY
 -
4.99K
New
$300K - $300K
4.99K $298K
Feb 11, 2020 Q4 2019
Cranbrook Wealth Management, LLC

BUY
 -
4.46K
+ 23.15%
$268K - $268K
23.7K $1.42M
Jan 30, 2020 Q4 2019
Creative Planning

Overland Park, KS
BUY
 -
4.36K
New
$262K - $262K
4.36K $261K
Jan 30, 2020 Q4 2019
Signal Point Asset Management, LLC

BUY
 -
4.27K
New
$256K - $257K
4.27K $255K
Feb 07, 2020 Q4 2019
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
4.2K
New
$252K - $253K
4.2K $251K
Feb 14, 2020 Q4 2019
Kingfisher Capital LLC

BUY
 -
4.16K
New
$250K - $250K
4.16K $249K
Jan 29, 2020 Q4 2019
Sugarloaf Wealth Management, LLC

BUY
 -
4.06K
New
$244K - $244K
4.06K $242K
Feb 03, 2020 Q4 2019
Jacobi Capital Management LLC

BUY
 -
3.77K
+ 21.49%
$226K - $227K
21.3K $1.27M
Jan 14, 2020 Q4 2019
55 I, LLC

Boston, MA
BUY
 -
3.66K
New
$220K - $220K
3.66K $219K
Feb 10, 2020 Q4 2019
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
3.55K
+ 9.25%
$213K - $213K
41.9K $2.51M
Feb 11, 2020 Q4 2019
Atlas Private Wealth Management

BUY
 -
3.03K
New
$182K - $182K
3.03K $181K
Feb 13, 2020 Q4 2019
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
2.53K
+ 15.01%
$152K - $152K
19.4K $1.16M
Jan 29, 2020 Q4 2019
Kovack Advisors, Inc.

BUY
 -
2.46K
+ 26.78%
$147K - $148K
11.6K $695K
Feb 20, 2020 Q4 2019
Cornerstone Wealth Management, LLC

BUY
 -
2.41K
+ 13.37%
$145K - $145K
20.4K $1.22M
Jan 27, 2020 Q4 2019
Wt Wealth Management

BUY
 -
2.2K
+ 24.76%
$132K - $132K
11.1K $661K
Feb 07, 2020 Q4 2019
Fairhaven Wealth Management, LLC

BUY
 -
2.16K
+ 32.44%
$130K - $130K
8.84K $528K
Feb 07, 2020 Q4 2019
Lincoln National Corp

BUY
 -
1.82K
+ 19.29%
$109K - $110K
11.3K $674K
Jan 13, 2020 Q4 2019
Lake Street Financial LLC

BUY
 -
1.8K
+ 10.97%
$108K - $108K
18.2K $1.09M
Feb 04, 2020 Q4 2019
Capital Investment Advisory Services, LLC

BUY
 -
1.78K
+ 8.33%
$107K - $107K
23.1K $1.38M
Jan 27, 2020 Q4 2019
True Private Wealth Advisors

BUY
 -
1.75K
New
$105K - $105K
1.75K $105K

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