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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
185KNew |
$11M - $11.1M
|
185K
$11.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
173K+ 2514.31% |
$10.4M - $10.4M
|
180K
$10.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
113K+ 999.02% |
$6.73M - $6.75M
|
124K
$7.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
72.7K+ 562.14% |
$4.35M - $4.37M
|
85.7K
$5.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47K+ 12.07% |
$2.81M - $2.82M
|
436K
$26.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37.3K+ 118.59% |
$2.23M - $2.24M
|
68.8K
$4.12M
|
|
|
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
$1.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20.5K+ 31.65% |
$1.22M - $1.23M
|
85.2K
$5.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
17K+ 7.42% |
$1.01M - $1.02M
|
246K
$14.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.87K+ 22.44% |
$590K - $592K
|
53.9K
$3.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
9.3K+ 3.8% |
$556K - $558K
|
254K
$15.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.33K+ 7.14% |
$438K - $440K
|
110K
$6.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
6.94K+ 19.34% |
$415K - $416K
|
42.8K
$2.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.92K+ 11.11% |
$294K - $295K
|
49.2K
$2.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.77KNew |
$285K - $287K
|
4.77K
$286K
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4.46K+ 94.9% |
$267K - $268K
|
9.16K
$549K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
4.01KNew |
$239K - $240K
|
4.01K
$240K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.88K+ 5883.33% |
$232K - $233K
|
3.95K
$237K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3.41K+ 4.92% |
$204K - $205K
|
72.7K
$4.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.09K+ 4.65% |
$185K - $185K
|
69.5K
$4.17M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.36K+ 7.23% |
$141K - $141K
|
35K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.08K+ 30.88% |
$64.8K - $65.1K
|
4.59K
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.08K+ 10.72% |
$64.6K - $64.9K
|
11.2K
$669K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
760+ 4.97% |
$45.4K - $45.6K
|
16.1K
$962K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
730+ 2.38% |
$43.6K - $43.8K
|
31.4K
$1.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
706+ 2.45% |
$42.2K - $42.4K
|
29.5K
$1.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
696+ 17.01% |
$41.6K - $41.8K
|
4.79K
$287K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
494+ 0.79% |
$29.5K - $29.7K
|
63.3K
$3.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
304New |
$18.2K - $18.2K
|
304
$18.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
109+ 1.18% |
$6.52K - $6.54K
|
9.38K
$562K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
45+ 45.0% |
$2.69K - $2.7K
|
145
$8.69K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
9+ 0.05% |
$538 - $540
|
19.5K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.76% |
$179 - $180
|
400
$24K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 0.05% |
$179 - $180
|
5.48K
$328K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-65- 0.21% |
$3.89K - $3.9K
|
30.4K
$1.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-181- 4.08% |
$10.8K - $10.9K
|
4.26K
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
Client First Investment Management LLC
West Bend, WI |
SELL
|
- |
-242- 4.97% |
$14.5K - $14.5K
|
4.63K
$278K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-359- 8.31% |
$21.5K - $21.6K
|
3.96K
$237K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-400- 5.21% |
$23.9K - $24K
|
7.28K
$436K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-455- 1.54% |
$27.2K - $27.3K
|
29K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-547- 8.54% |
$32.7K - $32.8K
|
5.86K
$351K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-779- 6.33% |
$46.6K - $46.8K
|
11.5K
$691K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-779- 10.9% |
$46.6K - $46.8K
|
6.37K
$382K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-993- 1.44% |
$59.4K - $59.6K
|
67.8K
$4.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1K- 46.51% |
$59.8K - $60K
|
1.15K
$68.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1K- 5.18% |
$60K - $60.2K
|
18.4K
$1.1M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.08K- 15.09% |
$64.4K - $64.7K
|
6.07K
$364K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.24K- 9.04% |
$74.2K - $74.5K
|
12.5K
$749K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.4K- 15.9% |
$83.7K - $84K
|
7.41K
$444K
|