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 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.2K+ 13.04% |
$848K - $852K
|
123K
$7.36M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
14KNew |
$839K - $843K
|
14K
$839K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.8K+ 38.6% |
$826K - $830K
|
49.6K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.7K+ 144.16% |
$816K - $820K
|
23.1K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
12K+ 7.94% |
$714K - $717K
|
162K
$9.71M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.9KNew |
$710K - $713K
|
11.9K
$711K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
11.1K+ 287.58% |
$663K - $666K
|
15K
$894K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11K+ 33.22% |
$658K - $661K
|
44.1K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
11K+ 40.67% |
$657K - $660K
|
38K
$2.27M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.5K+ 15.74% |
$629K - $631K
|
77.3K
$4.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
10.4K+ 3.32% |
$624K - $626K
|
325K
$19.4M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
10.4K+ 4.93% |
$620K - $623K
|
221K
$13.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
10K+ 6.23% |
$598K - $601K
|
171K
$10.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.87K+ 22.44% |
$590K - $592K
|
53.9K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
9.56K+ 12.82% |
$572K - $574K
|
84.2K
$5.03M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
9.42K+ 33.43% |
$563K - $565K
|
37.6K
$2.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
9.3K+ 3.8% |
$556K - $558K
|
254K
$15.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
9.19K+ 9.52% |
$549K - $551K
|
106K
$6.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
9.11K+ 18.86% |
$545K - $547K
|
57.4K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
8.74KNew |
$522K - $524K
|
8.74K
$522K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.08KNew |
$483K - $485K
|
8.08K
$483K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.97K+ 435.78% |
$476K - $478K
|
9.79K
$586K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.6K+ 4.57% |
$455K - $456K
|
174K
$10.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.59K+ 25.9% |
$454K - $456K
|
36.9K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.48KNew |
$447K - $449K
|
7.48K
$448K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.33K+ 7.14% |
$438K - $440K
|
110K
$6.58M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.29KNew |
$436K - $438K
|
7.29K
$436K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
7.08K+ 12.4% |
$423K - $425K
|
64.2K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.01K+ 16.29% |
$419K - $421K
|
50K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.96KNew |
$416K - $418K
|
6.96K
$416K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
6.94K+ 19.34% |
$415K - $416K
|
42.8K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.48K+ 2.36% |
$388K - $389K
|
281K
$16.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
6.38K+ 18.77% |
$381K - $383K
|
40.3K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
6.25KNew |
$374K - $375K
|
6.25K
$374K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
6.08K+ 4.97% |
$363K - $365K
|
129K
$7.69M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
5.39K+ 2.98% |
$322K - $324K
|
186K
$11.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
5.29KNew |
$316K - $318K
|
5.29K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.21KNew |
$311K - $313K
|
5.21K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.2KNew |
$311K - $312K
|
5.2K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.18K+ 11.87% |
$310K - $311K
|
48.8K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5.13KNew |
$307K - $308K
|
5.13K
$307K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.92K+ 11.11% |
$294K - $295K
|
49.2K
$2.94M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
4.78K+ 65.65% |
$286K - $287K
|
12.1K
$722K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.77KNew |
$285K - $287K
|
4.77K
$286K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4.71KNew |
$282K - $283K
|
4.71K
$282K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.7K+ 44.29% |
$281K - $282K
|
15.3K
$916K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.64K+ 21.53% |
$277K - $278K
|
26.2K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4.46K+ 94.9% |
$267K - $268K
|
9.16K
$548K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
4.21K+ 17.56% |
$252K - $253K
|
28.2K
$1.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.19K+ 16.32% |
$250K - $251K
|
29.8K
$1.78M
|