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 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-861- 3.6% |
$51.5K - $51.7K
|
23.1K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-873- 74.87% |
$52.2K - $52.4K
|
293
$17.5K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-904- 1.3% |
$54K - $54.3K
|
68.5K
$4.1M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-912- 3.45% |
$54.5K - $54.7K
|
25.5K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-980- 2.2% |
$58.6K - $58.8K
|
43.5K
$2.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-993- 1.44% |
$59.4K - $59.6K
|
67.8K
$4.06M
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1K- 5.16% |
$59.8K - $60K
|
18.4K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1K- 46.51% |
$59.8K - $60K
|
1.15K
$68.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1K- 5.18% |
$60K - $60.2K
|
18.4K
$1.1M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.03K- 0.55% |
$61.3K - $61.5K
|
184K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.03K- 0.36% |
$61.4K - $61.7K
|
288K
$17.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
SELL
|
- |
-1.04K- 5.31% |
$61.9K - $62.1K
|
18.5K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.06K- 6.42% |
$63.4K - $63.6K
|
15.4K
$924K
|
|
|
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
$363K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.08K- 2.88% |
$64.8K - $65.1K
|
36.5K
$2.19M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.24K- 9.04% |
$74.2K - $74.5K
|
12.5K
$747K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-1.26K- 11.23% |
$75.3K - $75.6K
|
9.95K
$595K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-1.3K- 21.47% |
$77.9K - $78.2K
|
4.77K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.37K- 28.49% |
$81.7K - $82.1K
|
3.43K
$205K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.4K- 15.9% |
$83.7K - $84K
|
7.41K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.42K- 20.13% |
$84.8K - $85.2K
|
5.63K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.48K- 11.55% |
$88.2K - $88.5K
|
11.3K
$676K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.49K- 19.67% |
$88.9K - $89.3K
|
6.07K
$363K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.5K- 98.23% |
$89.4K - $89.7K
|
27
$1.61K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.53K- 7.3% |
$91.4K - $91.8K
|
19.4K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.6K- 8.11% |
$95.6K - $96K
|
18.1K
$1.08M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-1.65K- 23.49% |
$98.5K - $98.9K
|
5.37K
$321K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.67K- 4.59% |
$99.8K - $100K
|
34.7K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.68K- 28.03% |
$100K - $101K
|
4.3K
$257K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.97K- 6.33% |
$117K - $118K
|
29.1K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.07K- 13.34% |
$124K - $124K
|
13.5K
$805K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.15K- 54.8% |
$128K - $129K
|
1.77K
$106K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-2.23K- 5.6% |
$133K - $134K
|
37.6K
$2.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.27K- 31.25% |
$136K - $136K
|
4.99K
$299K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.33K- 2.09% |
$139K - $140K
|
110K
$6.55M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-2.35K- 16.12% |
$140K - $141K
|
12.2K
$730K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.42K- 3.56% |
$145K - $145K
|
65.6K
$3.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-2.43K- 1.65% |
$145K - $146K
|
145K
$8.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-2.48K- 1.23% |
$148K - $149K
|
199K
$11.9M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.52K- 14.76% |
$150K - $151K
|
14.5K
$869K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.55K- 7.83% |
$152K - $153K
|
30K
$1.79M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.6K- 4.98% |
$155K - $156K
|
49.5K
$2.96M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.68K- 20.36% |
$160K - $161K
|
10.5K
$626K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-2.75K- 30.02% |
$164K - $165K
|
6.41K
$383K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-2.81K- 12.59% |
$168K - $169K
|
19.5K
$1.17M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-3.2K- 28.09% |
$191K - $192K
|
8.2K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-3.26K- 36.15% |
$195K - $196K
|
5.76K
$344K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.66K- 1.4% |
$219K - $219K
|
258K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-3.68K- 48.34% |
$220K - $221K
|
3.93K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.88K- 98.33% |
$232K - $233K
|
66
$3.95K
|