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 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-50- 0.5% |
$2.99K - $3K
|
9.9K
$592K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-50- 0.22% |
$2.99K - $3K
|
22.3K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-65- 0.21% |
$3.89K - $3.9K
|
30.4K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-66- 0.46% |
$3.95K - $3.96K
|
14.4K
$859K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-80- 0.22% |
$4.78K - $4.8K
|
35.6K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-99- 0.27% |
$5.92K - $5.94K
|
35.9K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-117- 0.32% |
$6.99K - $7.02K
|
35.9K
$2.15M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-117- 0.32% |
$6.99K - $7.02K
|
35.9K
$2.15M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-121- 7.18% |
$7.23K - $7.26K
|
1.57K
$93.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-181- 4.08% |
$10.8K - $10.9K
|
4.26K
$255K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-198- 3.68% |
$11.8K - $11.9K
|
5.18K
$310K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-222- 1.1% |
$13.3K - $13.3K
|
20K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Client First Investment Management LLC
West Bend, WI |
SELL
|
- |
-242- 4.97% |
$14.5K - $14.5K
|
4.63K
$277K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-243- 0.96% |
$14.5K - $14.6K
|
25K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-246- 4.7% |
$14.7K - $14.8K
|
4.99K
$298K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-284- 43.83% |
$17K - $17K
|
364
$21.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-288- 0.86% |
$17.2K - $17.3K
|
33.1K
$1.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-317- 2.43% |
$19K - $19K
|
12.7K
$761K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-323- 68.29% |
$19.3K - $19.4K
|
150
$8.97K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-334- 4.7% |
$20K - $20.1K
|
6.77K
$405K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-336- 2.78% |
$20.1K - $20.2K
|
11.8K
$704K
|
|
|
Apr 21, 2025
Q1 2025
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-338- 7.8% |
$20.2K - $20.3K
|
4K
$239K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-359- 8.31% |
$21.5K - $21.6K
|
3.96K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-380- 9.43% |
$22.7K - $22.8K
|
3.65K
$218K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-400- 5.21% |
$23.9K - $24K
|
7.28K
$435K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-404- 5.44% |
$24.2K - $24.3K
|
7.02K
$420K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-415- 9.89% |
$24.8K - $24.9K
|
3.78K
$226K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-434- 0.71% |
$25.9K - $26.1K
|
60.8K
$3.63M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-452- 2.94% |
$27K - $27.1K
|
14.9K
$892K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-455- 1.54% |
$27.2K - $27.3K
|
29K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-463- 2.81% |
$27.7K - $27.8K
|
16K
$959K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-474- 6.09% |
$28.3K - $28.5K
|
7.31K
$437K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-481- 5.53% |
$28.8K - $28.9K
|
8.22K
$492K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-525- 0.92% |
$31.4K - $31.5K
|
56.3K
$3.37M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-542- 1.0% |
$32.4K - $32.5K
|
53.8K
$3.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-547- 8.54% |
$32.7K - $32.8K
|
5.86K
$350K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-600- 20.69% |
$35.9K - $36K
|
2.3K
$138K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-625- 8.93% |
$37.4K - $37.5K
|
6.37K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-673- 0.35% |
$40.2K - $40.4K
|
194K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-678- 2.58% |
$40.5K - $40.7K
|
25.6K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-725- 16.63% |
$43.3K - $43.5K
|
3.63K
$217K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-751- 3.02% |
$44.9K - $45.1K
|
24.1K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-760- 11.79% |
$45.4K - $45.6K
|
5.69K
$340K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-761- 14.91% |
$45.5K - $45.7K
|
4.34K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-779- 6.33% |
$46.6K - $46.8K
|
11.5K
$689K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-779- 10.9% |
$46.6K - $46.8K
|
6.37K
$381K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-828- 2.55% |
$49.5K - $49.7K
|
31.7K
$1.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-836- 13.49% |
$50K - $50.2K
|
5.36K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-840- 5.17% |
$50.2K - $50.4K
|
15.4K
$921K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-854- 4.29% |
$51.1K - $51.3K
|
19K
$1.14M
|