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 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4.15K+ 80.87% |
$248K - $249K
|
9.29K
$555K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.08K+ 5.22% |
$244K - $245K
|
82.2K
$4.92M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.07K+ 1.74% |
$243K - $244K
|
239K
$14.3M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
4.07K+ 1.51% |
$243K - $244K
|
273K
$16.3M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
4.02K+ 26.45% |
$240K - $241K
|
19.2K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
4.01KNew |
$239K - $240K
|
4.01K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.98K+ 4.37% |
$238K - $239K
|
95.1K
$5.69M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.88K+ 5883.33% |
$232K - $233K
|
3.95K
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.68K+ 1.24% |
$220K - $221K
|
302K
$18.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.53K+ 5.96% |
$211K - $212K
|
62.8K
$3.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3.41K+ 4.92% |
$204K - $205K
|
72.7K
$4.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.38K+ 22.17% |
$202K - $203K
|
18.7K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.34KNew |
$200K - $201K
|
3.34K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.32K+ 14.06% |
$198K - $199K
|
26.9K
$1.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.09K+ 4.65% |
$185K - $185K
|
69.5K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.01K+ 25.94% |
$180K - $180K
|
14.6K
$873K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.92K+ 0.56% |
$174K - $175K
|
520K
$31.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.82K+ 1.61% |
$169K - $169K
|
178K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
2.69K+ 17.01% |
$161K - $161K
|
18.5K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.62K+ 1.67% |
$157K - $157K
|
160K
$9.57M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.61K+ 4.06% |
$156K - $157K
|
66.9K
$4M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.47KNew |
$147K - $148K
|
2.47K
$147K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.45K+ 9.97% |
$147K - $147K
|
27K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.39K+ 3.6% |
$143K - $143K
|
68.7K
$4.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.36K+ 7.23% |
$141K - $141K
|
35K
$2.09M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.21K+ 7.43% |
$132K - $133K
|
32K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.2KNew |
$132K - $132K
|
2.2K
$132K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.19K+ 17.31% |
$131K - $131K
|
14.8K
$888K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2KNew |
$120K - $120K
|
2K
$120K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.75K+ 20.99% |
$105K - $105K
|
10.1K
$603K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.73K+ 19.57% |
$103K - $104K
|
10.6K
$633K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.73K+ 45.68% |
$103K - $104K
|
5.51K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.43K+ 857.49% |
$85.6K - $86K
|
1.6K
$95.6K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
1.38K+ 4.34% |
$82.3K - $82.6K
|
33.1K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.28K+ 48.19% |
$76.4K - $76.7K
|
3.93K
$235K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.27K+ 14.29% |
$75.9K - $76.2K
|
10.2K
$607K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.2K+ 1.14% |
$71.4K - $71.7K
|
106K
$6.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.18K+ 2.29% |
$70.3K - $70.6K
|
52.6K
$3.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.15K+ 14.51% |
$68.7K - $69K
|
9.08K
$543K
|
|
|
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
$668K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1KNew |
$59.8K - $60K
|
1K
$59.8K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
932New |
$55.7K - $55.9K
|
932
$55.7K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
762+ 1.63% |
$45.6K - $45.7K
|
47.4K
$2.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
760+ 4.97% |
$45.4K - $45.6K
|
16.1K
$961K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
750New |
$44.8K - $45K
|
750
$44.9K
|
|
|
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 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
719+ 6.29% |
$43K - $43.2K
|
12.1K
$727K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
711+ 1.47% |
$42.5K - $42.7K
|
49.1K
$2.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
706+ 2.45% |
$42.2K - $42.4K
|
29.5K
$1.76M
|