Latest Institutional Transactions on First Tr Enhanced Traded Fd Iv (FTSM)
This table provides information on the latest institutional transactions involving First Tr Enhanced Traded Fd Iv (FTSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2020
Q1 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-13.4KClosed |
$774K - $807K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Kingfisher Capital LLC
|
SELL
|
- |
-4.16KClosed |
$240K - $251K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-7.06KClosed |
$407K - $425K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Sargent Investment Group, LLC
|
SELL
|
- |
-9.15KClosed |
$528K - $551K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-44.7KClosed |
$2.58M - $2.69M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Planning Alternatives LTD
|
SELL
|
- |
-825KClosed |
$47.6M - $49.7M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-14.7KClosed |
$850K - $887K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-66Closed |
$3.81K - $3.97K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-833Closed |
$48.1K - $50.2K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Iron Financial, LLC
|
SELL
|
- |
-195KClosed |
$11.3M - $11.8M
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-4.99KClosed |
$288K - $300K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Arden Trust CO
|
SELL
|
- |
-9.93KClosed |
$573K - $598K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Aug 13, 2024
Q4 2019
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-450- 36.73% |
$27K - $27.1K
|
775
$46.4K
|
|
|
Feb 26, 2020
Q4 2019
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-3.5KClosed |
$210K - $210K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-80Closed |
$4.8K - $4.81K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Horan Securities, Inc.
|
SELL
|
- |
-323Closed |
$19.4K - $19.4K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-3.57KClosed |
$214K - $215K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-105Closed |
$6.31K - $6.32K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Donald L. Hagan, LLC
|
SELL
|
- |
-70.8KClosed |
$4.25M - $4.26M
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.4KClosed |
$204K - $205K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-19.4KClosed |
$1.16M - $1.17M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-578Closed |
$34.7K - $34.8K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-3.62KClosed |
$217K - $218K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.8KClosed |
$288K - $289K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-195Closed |
$11.7K - $11.7K
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.25KClosed |
$75.2K - $75.4K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-72Closed |
$4.32K - $4.33K
|
0
$0
|
|
| Q2 2019 | |||||||
|
May 08, 2020
Q2 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-43Closed |
$2.58K - $2.59K
|
0
$0
|
|
|
Oct 15, 2019
Q2 2019
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-13.7KClosed |
$824K - $827K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11.8KClosed |
$710K - $713K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.47KClosed |
$88K - $88.3K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Pittenger & Anderson Inc
|
SELL
|
- |
-557Closed |
$33.4K - $33.5K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-54Closed |
$3.24K - $3.25K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-9.18KClosed |
$550K - $552K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6.66KClosed |
$400K - $401K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Sanchez Wealth Management Group
|
SELL
|
- |
-89.8KClosed |
$5.38M - $5.4M
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-5.21KClosed |
$312K - $313K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-19.9KClosed |
$1.19M - $1.2M
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-54.4KClosed |
$3.25M - $3.27M
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-30.9KClosed |
$1.85M - $1.86M
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2.8KClosed |
$168K - $168K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-3.46KClosed |
$207K - $208K
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-256Closed |
$15.3K - $15.4K
|
0
$0
|
|
|
Apr 16, 2019
Q1 2019
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-93.4KClosed |
$5.59M - $5.61M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 04, 2019
Q4 2018
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-25Closed |
$1.49K - $1.5K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4Closed |
$239 - $240
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-15Closed |
$897 - $901
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
9.39KNew |
$563K - $565K
|
9.39K
$563K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
86KNew |
$5.16M - $5.17M
|
86K
$5.15M
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.29KClosed |
$257K - $258K
|
0
$0
|
|