Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.17M+ 9.57% |
$69.9M - $70.2M
|
13.4M
$801M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.08M+ 1243.88% |
$64.5M - $64.8M
|
1.17M
$69.7M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.05M+ 822.24% |
$62.9M - $63.2M
|
1.18M
$70.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
600K+ 23.15% |
$35.9M - $36M
|
3.19M
$191M
|
|
|
Apr 28, 2025
Q1 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
432K+ 50.61% |
$25.8M - $25.9M
|
1.29M
$76.9M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
417K+ 118.18% |
$24.9M - $25M
|
770K
$46.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
303K+ 1469.89% |
$18.1M - $18.2M
|
323K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
298K+ 12.75% |
$17.8M - $17.9M
|
2.64M
$158M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
283K+ 3.19% |
$16.9M - $17M
|
9.14M
$547M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
185KNew |
$11M - $11.1M
|
185K
$11M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
173K+ 2514.31% |
$10.4M - $10.4M
|
180K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
164K+ 10.06% |
$9.83M - $9.87M
|
1.8M
$108M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
161KNew |
$9.61M - $9.65M
|
161K
$9.61M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
130K+ 9.39% |
$7.8M - $7.83M
|
1.52M
$90.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
123K+ 219.04% |
$7.35M - $7.38M
|
179K
$10.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
113K+ 999.02% |
$6.73M - $6.75M
|
124K
$7.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
72.7K+ 562.14% |
$4.35M - $4.37M
|
85.7K
$5.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
57.7K+ 91.47% |
$3.45M - $3.46M
|
121K
$7.22M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
56.9K+ 33.66% |
$3.4M - $3.42M
|
226K
$13.5M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
55.9K+ 4.96% |
$3.34M - $3.36M
|
1.18M
$70.8M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
55.3K+ 5.87% |
$3.31M - $3.32M
|
998K
$59.7M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
53.3K+ 379.19% |
$3.19M - $3.2M
|
67.3K
$4.03M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
50.8K+ 35.41% |
$3.03M - $3.05M
|
194K
$11.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47K+ 12.07% |
$2.81M - $2.82M
|
436K
$26.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.2K+ 4.45% |
$2.76M - $2.78M
|
1.09M
$64.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
41.3K+ 74.18% |
$2.47M - $2.48M
|
96.9K
$5.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
39.9K+ 15.25% |
$2.38M - $2.39M
|
301K
$18M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37.3K+ 118.59% |
$2.23M - $2.24M
|
68.8K
$4.11M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
36.5K+ 28.88% |
$2.18M - $2.19M
|
163K
$9.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34.8K+ 7.86% |
$2.08M - $2.09M
|
478K
$28.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
29.8K+ 110414.81% |
$1.78M - $1.79M
|
29.8K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
29.1K+ 30.97% |
$1.74M - $1.75M
|
123K
$7.35M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
27.4K+ 38.33% |
$1.64M - $1.64M
|
98.9K
$5.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
26.7KNew |
$1.6M - $1.6M
|
26.7K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
25.2K+ 192.31% |
$1.51M - $1.51M
|
38.3K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
24.2KNew |
$1.45M - $1.45M
|
24.2K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.6KNew |
$1.29M - $1.3M
|
21.6K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
21.4K+ 73.69% |
$1.28M - $1.29M
|
50.5K
$3.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20.5K+ 31.65% |
$1.22M - $1.23M
|
85.2K
$5.09M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
19.5KNew |
$1.16M - $1.17M
|
19.5K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
19.2K+ 193.95% |
$1.15M - $1.15M
|
29.1K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.9K+ 61.91% |
$1.13M - $1.13M
|
49.4K
$2.95M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.2K+ 7.37% |
$1.03M - $1.03M
|
250K
$15M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
17K+ 7.42% |
$1.01M - $1.02M
|
246K
$14.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.8K+ 13.06% |
$1M - $1.01M
|
145K
$8.7M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
16.5KNew |
$986K - $990K
|
16.5K
$986K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16.4K+ 10.45% |
$981K - $985K
|
173K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
15.9K+ 287.41% |
$950K - $954K
|
21.4K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.4K+ 21.67% |
$918K - $922K
|
86.3K
$5.16M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15K+ 79.51% |
$896K - $900K
|
33.8K
$2.02M
|