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 02, 2021
Q4 2020
|
Alpha Omega Group, Inc.
|
BUY
|
- |
17.3KNew |
$1.04M - $1.04M
|
17.3K
$1.04M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.1K+ 7.45% |
$964K - $965K
|
232K
$13.9M
|
|
Feb 12, 2021
Q4 2020
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
15.6K+ 407.93% |
$939K - $940K
|
19.5K
$1.17M
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
15.6K+ 5.19% |
$938K - $940K
|
317K
$19M
|
|
Jan 19, 2021
Q4 2020
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
15.5KNew |
$932K - $933K
|
15.5K
$930K
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
14.5KNew |
$868K - $869K
|
14.5K
$866K
|
|
Feb 01, 2021
Q4 2020
|
Avestar Capital, LLC
|
BUY
|
- |
14.3K+ 8.81% |
$860K - $861K
|
177K
$10.6M
|
|
Jan 26, 2021
Q4 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.5KNew |
$812K - $813K
|
13.5K
$810K
|
|
Feb 16, 2021
Q4 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
12.9K+ 26.33% |
$774K - $775K
|
61.9K
$3.71M
|
|
Feb 10, 2021
Q4 2020
|
Stephens Inc
|
BUY
|
- |
12.8K+ 19.78% |
$767K - $768K
|
77.4K
$4.64M
|
|
Jan 21, 2021
Q4 2020
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.6K+ 41.92% |
$759K - $760K
|
42.8K
$2.56M
|
|
Feb 10, 2021
Q4 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
11.1K+ 23.13% |
$669K - $670K
|
59.4K
$3.56M
|
|
Feb 02, 2021
Q4 2020
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.7K+ 9.72% |
$645K - $645K
|
121K
$7.26M
|
|
Feb 12, 2021
Q4 2020
|
1776 Wealth LLC
|
BUY
|
- |
10.7K+ 4.37% |
$641K - $642K
|
255K
$15.3M
|
|
Jan 13, 2021
Q4 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.6K+ 458.67% |
$638K - $639K
|
13K
$776K
|
|
Jan 02, 2024
Q4 2020
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
10.5KNew |
$627K - $628K
|
10.5K
$626K
|
|
Jan 22, 2021
Q4 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.4KNew |
$622K - $623K
|
10.4K
$621K
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.1K+ 9.35% |
$609K - $610K
|
119K
$7.11M
|
|
Feb 12, 2021
Q4 2020
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.77KNew |
$586K - $587K
|
9.77K
$585K
|
|
Feb 01, 2021
Q4 2020
|
Wt Wealth Management
|
BUY
|
- |
9.59K+ 38.3% |
$576K - $576K
|
34.6K
$2.08M
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
9.46K+ 89.28% |
$568K - $568K
|
20.1K
$1.2M
|
|
Jan 15, 2021
Q4 2020
|
Moneywise, Inc.
|
BUY
|
- |
8.99KNew |
$540K - $540K
|
8.99K
$539K
|
|
Feb 11, 2021
Q4 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.9K+ 24.92% |
$534K - $535K
|
44.6K
$2.67M
|
|
Feb 09, 2021
Q4 2020
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8.3KNew |
$498K - $499K
|
8.3K
$497K
|
|
Feb 04, 2021
Q4 2020
|
Atwood & Palmer Inc
|
BUY
|
- |
8.05KNew |
$483K - $484K
|
8.05K
$482K
|
|
Apr 19, 2024
Q4 2020
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.05KNew |
$483K - $483K
|
8.05K
$482K
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.61K+ 47.93% |
$457K - $457K
|
23.5K
$1.41M
|
|
Jan 25, 2021
Q4 2020
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.56K+ 22.88% |
$454K - $454K
|
40.6K
$2.43M
|
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
7.35K+ 104.69% |
$441K - $442K
|
14.4K
$861K
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.27K+ 17.71% |
$436K - $437K
|
48.3K
$2.89M
|
|
Feb 10, 2021
Q4 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.77K+ 29.26% |
$407K - $407K
|
29.9K
$1.79M
|
|
Jan 29, 2021
Q4 2020
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6.73KNew |
$404K - $404K
|
6.73K
$403K
|
|
Feb 09, 2021
Q4 2020
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.64K+ 517.13% |
$399K - $399K
|
7.92K
$475K
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
6.6K+ 5.61% |
$396K - $397K
|
124K
$7.44M
|
|
Feb 08, 2021
Q4 2020
|
Psi Advisors, LLC
|
BUY
|
- |
6.55K+ 59.29% |
$393K - $394K
|
17.6K
$1.05M
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.2K+ 1.15% |
$372K - $372K
|
543K
$32.5M
|
|
Jan 25, 2021
Q4 2020
|
Calton & Associates, Inc.
|
BUY
|
- |
6.15K+ 13.54% |
$369K - $370K
|
51.6K
$3.09M
|
|
Jan 14, 2021
Q4 2020
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.94K+ 28.79% |
$357K - $357K
|
26.6K
$1.59M
|
|
Jan 19, 2021
Q4 2020
|
Dfpg Investments, LLC
|
BUY
|
- |
5.28K+ 3.01% |
$317K - $317K
|
181K
$10.8M
|
|
Jan 29, 2021
Q4 2020
|
Petix & Botte CO
|
BUY
|
- |
4.79K+ 7.78% |
$287K - $288K
|
66.4K
$3.98M
|
|
Feb 09, 2021
Q4 2020
|
Ford Financial Group, LLC
|
BUY
|
- |
4.61K+ 24.21% |
$277K - $277K
|
23.6K
$1.42M
|
|
Jan 08, 2024
Q4 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.36K+ 7.67% |
$262K - $262K
|
61.3K
$3.67M
|
|
Feb 05, 2021
Q4 2020
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.21KNew |
$253K - $253K
|
4.21K
$252K
|
|
Feb 05, 2021
Q4 2020
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.88KNew |
$233K - $233K
|
3.88K
$233K
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.88K+ 16.65% |
$233K - $233K
|
27.2K
$1.63M
|
|
Feb 02, 2021
Q4 2020
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3.83KNew |
$230K - $230K
|
3.83K
$230K
|
|
Feb 16, 2021
Q4 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.75KNew |
$225K - $225K
|
3.75K
$225K
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
BUY
|
- |
3.53K+ 12.72% |
$212K - $212K
|
31.3K
$1.88M
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
3.44KNew |
$206K - $206K
|
3.44K
$206K
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.38K+ 4.61% |
$203K - $203K
|
76.7K
$4.59M
|