Purchases and Sales Made in Q4 2020 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 Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2021
Q4 2020
|
Stone X Group Inc.
|
BUY
|
- |
651K+ 345.31% |
$39.1M - $39.1M
|
839K
$50.3M
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
516K+ 469.09% |
$31M - $31M
|
626K
$37.5M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
315K+ 1189.16% |
$18.9M - $18.9M
|
342K
$20.5M
|
|
Feb 26, 2021
Q4 2020
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
270KNew |
$16.2M - $16.2M
|
270K
$16.2M
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
250K+ 37.42% |
$15M - $15M
|
919K
$55.1M
|
|
Feb 12, 2021
Q4 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
237K+ 130.32% |
$14.2M - $14.3M
|
419K
$25.1M
|
|
Feb 12, 2021
Q4 2020
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
225KNew |
$13.5M - $13.5M
|
225K
$13.5M
|
|
Mar 08, 2021
Q4 2020
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
203K+ 104.72% |
$12.2M - $12.2M
|
397K
$23.8M
|
|
Jan 27, 2023
Q4 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
184K+ 54.35% |
$11.1M - $11.1M
|
523K
$31.3M
|
|
Feb 16, 2021
Q4 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
184K+ 54.35% |
$11.1M - $11.1M
|
523K
$31.3M
|
|
Feb 10, 2021
Q4 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
154K+ 980.89% |
$9.24M - $9.25M
|
170K
$10.2M
|
|
Feb 01, 2021
Q4 2020
|
Sterling Manor Financial, LLC
|
BUY
|
- |
146KNew |
$8.78M - $8.79M
|
146K
$8.76M
|
|
Feb 09, 2021
Q4 2020
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
141K+ 2116.76% |
$8.45M - $8.46M
|
148K
$8.84M
|
|
Feb 12, 2021
Q4 2020
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
112KNew |
$6.73M - $6.74M
|
112K
$6.72M
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
106K+ 42.6% |
$6.34M - $6.35M
|
354K
$21.2M
|
|
Feb 16, 2021
Q4 2020
|
Mai Capital Management
|
BUY
|
- |
104KNew |
$6.25M - $6.26M
|
104K
$6.24M
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
96.9K+ 8.3% |
$5.82M - $5.82M
|
1.26M
$75.8M
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
96KNew |
$5.76M - $5.77M
|
96K
$5.75M
|
|
Feb 10, 2021
Q4 2020
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
89.4KNew |
$5.37M - $5.37M
|
89.4K
$5.36M
|
|
Jan 21, 2021
Q4 2020
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
87KNew |
$5.22M - $5.23M
|
87K
$5.21M
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
71.7K+ 103.58% |
$4.3M - $4.31M
|
141K
$8.44M
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
68.9K+ 47.43% |
$4.14M - $4.14M
|
214K
$12.8M
|
|
Feb 16, 2021
Q4 2020
|
Ascension Asset Management LLC
|
BUY
|
- |
67.9KNew |
$4.07M - $4.08M
|
67.9K
$4.07M
|
|
Mar 01, 2021
Q4 2020
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
67.9KNew |
$4.07M - $4.08M
|
67.9K
$4.07M
|
|
Jan 26, 2021
Q4 2020
|
Csenge Advisory Group
|
BUY
|
- |
67.1K+ 13.27% |
$4.03M - $4.03M
|
572K
$34.3M
|
|
Jan 04, 2021
Q4 2020
|
Park National Corp
|
BUY
|
- |
61.1K+ 20.79% |
$3.67M - $3.67M
|
355K
$21.3M
|
|
Feb 11, 2021
Q4 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
57K+ 7.08% |
$3.42M - $3.42M
|
862K
$51.6M
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
BUY
|
- |
50.5K+ 281.83% |
$3.03M - $3.03M
|
68.4K
$4.1M
|
|
Feb 16, 2021
Q4 2020
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
50KNew |
$3M - $3M
|
50K
$3M
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
46.1K+ 928.9% |
$2.77M - $2.77M
|
51.1K
$3.06M
|
|
Feb 16, 2021
Q4 2020
|
Darwin Advisors, LLC
|
BUY
|
- |
45.4KNew |
$2.72M - $2.73M
|
45.4K
$2.72M
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
37.3K+ 25.63% |
$2.24M - $2.24M
|
183K
$10.9M
|
|
Jan 15, 2021
Q4 2020
|
Grant
|
BUY
|
- |
35.7KNew |
$2.14M - $2.14M
|
35.7K
$2.14M
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
35K+ 55.34% |
$2.1M - $2.1M
|
98.2K
$5.88M
|
|
Jan 29, 2021
Q4 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
30.9K+ 133.27% |
$1.86M - $1.86M
|
54.1K
$3.24M
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
30.1K+ 13.66% |
$1.8M - $1.81M
|
250K
$15M
|
|
Jan 20, 2021
Q4 2020
|
Welch & Forbes LLC
|
BUY
|
- |
27.8K+ 40.91% |
$1.67M - $1.67M
|
95.7K
$5.73M
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
27K+ 42.74% |
$1.62M - $1.62M
|
90.3K
$5.41M
|
|
Feb 12, 2021
Q4 2020
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
26.3KNew |
$1.58M - $1.58M
|
26.3K
$1.58M
|
|
Feb 16, 2022
Q4 2020
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
25KNew |
$1.5M - $1.5M
|
25K
$1.5M
|
|
Mar 10, 2021
Q4 2020
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24.8KNew |
$1.49M - $1.49M
|
24.8K
$1.48M
|
|
Feb 11, 2021
Q4 2020
|
Prism Advisors, Inc.
|
BUY
|
- |
24.6K+ 17.09% |
$1.47M - $1.48M
|
168K
$10.1M
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
23.8K+ 23.97% |
$1.43M - $1.43M
|
123K
$7.38M
|
|
Feb 12, 2021
Q4 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
23.3KNew |
$1.4M - $1.4M
|
23.3K
$1.4M
|
|
Jan 13, 2023
Q4 2020
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
22.5K+ 104.86% |
$1.35M - $1.35M
|
44K
$2.64M
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21.7K+ 84.92% |
$1.3M - $1.3M
|
47.3K
$2.83M
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
21.1K+ 14.6% |
$1.26M - $1.27M
|
165K
$9.9M
|
|
Feb 03, 2021
Q4 2020
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
20.5KNew |
$1.23M - $1.23M
|
20.5K
$1.23M
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.1K+ 60.19% |
$1.15M - $1.15M
|
50.8K
$3.04M
|
|
Feb 03, 2021
Q4 2020
|
Ellsworth Advisors, LLC
|
BUY
|
- |
18K+ 30.56% |
$1.08M - $1.08M
|
76.8K
$4.6M
|