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 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
696+ 17.01% |
$41.6K - $41.8K
|
4.79K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
622+ 0.36% |
$37.2K - $37.3K
|
172K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
595+ 16.44% |
$35.6K - $35.7K
|
4.21K
$252K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
521+ 3.54% |
$31.1K - $31.3K
|
15.2K
$911K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
508+ 0.72% |
$30.4K - $30.5K
|
71.2K
$4.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
494+ 0.79% |
$29.5K - $29.7K
|
63.3K
$3.79M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
459+ 2.01% |
$27.4K - $27.6K
|
23.3K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
372+ 1.48% |
$22.2K - $22.3K
|
25.6K
$1.53M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
368+ 4600.0% |
$22K - $22.1K
|
376
$22.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
304New |
$18.2K - $18.2K
|
304
$18.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
292New |
$17.5K - $17.5K
|
292
$17.5K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
290New |
$17.3K - $17.4K
|
290
$17.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
276+ 0.75% |
$16.5K - $16.6K
|
36.9K
$2.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
268+ 0.73% |
$16K - $16.1K
|
37K
$2.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
248+ 0.26% |
$14.8K - $14.9K
|
96.9K
$5.79M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
217+ 3.2% |
$13K - $13K
|
7K
$419K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
183New |
$10.9K - $11K
|
183
$10.9K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
163New |
$9.74K - $9.78K
|
163
$9.75K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
161+ 0.16% |
$9.62K - $9.66K
|
98.3K
$5.88M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
143+ 2.44% |
$8.55K - $8.58K
|
5.99K
$358K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
130+ 0.77% |
$7.77K - $7.8K
|
17K
$1.01M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
124+ 32.98% |
$7.41K - $7.44K
|
500
$29.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
109+ 1.18% |
$6.52K - $6.54K
|
9.38K
$561K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
100+ 1.23% |
$5.98K - $6K
|
8.26K
$494K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
79+ 0.03% |
$4.72K - $4.74K
|
284K
$17M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
75+ 0.33% |
$4.48K - $4.5K
|
22.8K
$1.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
66+ 1.03% |
$3.95K - $3.96K
|
6.47K
$387K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
45+ 45.0% |
$2.69K - $2.7K
|
145
$8.67K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
43+ 0.6% |
$2.57K - $2.58K
|
7.25K
$433K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
37New |
$2.21K - $2.22K
|
37
$2.21K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
31+ 0.25% |
$1.85K - $1.86K
|
12.3K
$736K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
27+ 0.25% |
$1.61K - $1.62K
|
10.7K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
19+ 0.45% |
$1.14K - $1.14K
|
4.27K
$255K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
18+ 5.92% |
$1.08K - $1.08K
|
322
$19.3K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
13+ 2.39% |
$777 - $780
|
556
$33.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
9+ 0.05% |
$538 - $540
|
19.5K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6+ 0.11% |
$359 - $360
|
5.49K
$328K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.82% |
$299 - $300
|
617
$36.9K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.07% |
$239 - $240
|
5.91K
$353K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.76% |
$179 - $180
|
400
$23.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 0.05% |
$179 - $180
|
5.48K
$328K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.38% |
$59.8 - $60
|
265
$15.8K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2- 13.33% |
$120 - $120
|
13
$778
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-10- 40.0% |
$598 - $600
|
15
$897
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-11- 1.86% |
$658 - $660
|
580
$34.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-17- 0.08% |
$1.02K - $1.02K
|
20K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-28- 0.06% |
$1.67K - $1.68K
|
50K
$2.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-32- 0.34% |
$1.91K - $1.92K
|
9.33K
$558K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-33- 34.38% |
$1.97K - $1.98K
|
63
$3.77K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-50- 96.15% |
$2.99K - $3K
|
2
$120
|