Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2021
Q3 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.83K+ 5.73% |
$409K - $409K
|
126K
$7.55M
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
6.77KNew |
$406K - $406K
|
6.77K
$406K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
6.67K+ 2.63% |
$400K - $400K
|
261K
$15.6M
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
6.53KNew |
$391K - $391K
|
6.53K
$391K
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
6.19K+ 62.92% |
$371K - $371K
|
16K
$960K
|
|
Nov 15, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6.12KNew |
$367K - $367K
|
6.12K
$367K
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.72K+ 7.7% |
$343K - $343K
|
80K
$4.8M
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
5.7K+ 75.0% |
$342K - $342K
|
13.3K
$797K
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
5.7K+ 69.61% |
$341K - $342K
|
13.9K
$832K
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.6K+ 59.86% |
$335K - $335K
|
14.9K
$896K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.32K+ 0.97% |
$319K - $319K
|
555K
$33.3M
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5.17K+ 15.66% |
$309K - $310K
|
38.2K
$2.29M
|
|
Oct 27, 2021
Q3 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
4.83K+ 107.98% |
$290K - $290K
|
9.31K
$558K
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.61KNew |
$276K - $276K
|
4.61K
$276K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.58K+ 7.02% |
$275K - $275K
|
69.9K
$4.19M
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
4.47K+ 68.46% |
$268K - $268K
|
11K
$659K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
4.17K+ 5.86% |
$250K - $250K
|
75.4K
$4.52M
|
|
Oct 14, 2021
Q3 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.96KNew |
$237K - $238K
|
3.96K
$237K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
3.84K+ 9.69% |
$230K - $230K
|
43.4K
$2.6M
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.63KNew |
$218K - $218K
|
3.63K
$218K
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.57KNew |
$214K - $214K
|
3.57K
$214K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.52K+ 9.29% |
$211K - $211K
|
41.5K
$2.48M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.48K+ 14.46% |
$209K - $209K
|
27.6K
$1.65M
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.41K+ 72.74% |
$204K - $204K
|
8.09K
$485K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.14K+ 12.2% |
$188K - $188K
|
28.9K
$1.73M
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.13K+ 26.19% |
$188K - $188K
|
15.1K
$905K
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.98K+ 13.49% |
$178K - $179K
|
25.1K
$1.5M
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.85K+ 7.46% |
$171K - $171K
|
41.1K
$2.46M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.79K+ 31.82% |
$167K - $167K
|
11.5K
$692K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
2.67KNew |
$160K - $160K
|
2.67K
$160K
|
|
Oct 14, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.46K+ 22.68% |
$147K - $148K
|
13.3K
$798K
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.12K+ 30.65% |
$127K - $127K
|
9.04K
$542K
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.12K+ 30.65% |
$127K - $127K
|
9.04K
$542K
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.06K+ 26.63% |
$123K - $124K
|
9.8K
$588K
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.95K+ 24.4% |
$117K - $117K
|
9.92K
$594K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.88KNew |
$113K - $113K
|
1.88K
$113K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.81K+ 15.52% |
$108K - $109K
|
13.5K
$808K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.74KNew |
$104K - $104K
|
1.74K
$104K
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.57K+ 209.91% |
$94K - $94K
|
2.32K
$139K
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.54K+ 12.08% |
$92K - $92K
|
14.2K
$854K
|
|
Oct 18, 2021
Q3 2021
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.53K+ 1.89% |
$91.7K - $91.8K
|
82.7K
$4.96M
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.41K+ 8.31% |
$84.5K - $84.5K
|
18.4K
$1.1M
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.35K+ 2.06% |
$81.1K - $81.1K
|
67K
$4.02M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.32K+ 7.22% |
$79K - $79K
|
19.6K
$1.17M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.28K+ 4.82% |
$76.9K - $76.9K
|
27.9K
$1.67M
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
BUY
|
- |
1.18K+ 3.99% |
$70.8K - $70.8K
|
30.7K
$1.84M
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1.04K+ 3.04% |
$62.6K - $62.6K
|
35.4K
$2.12M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1K+ 72.41% |
$59.9K - $60K
|
2.38K
$143K
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1K+ 3.46% |
$59.9K - $60K
|
29.9K
$1.79M
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
915+ 15.25% |
$54.8K - $54.9K
|
6.92K
$415K
|