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
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.26K- 7.11% |
$255K - $256K
|
55.7K
$3.33M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.3K- 10.8% |
$257K - $258K
|
35.5K
$2.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.33K- 21.4% |
$259K - $260K
|
15.9K
$951K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.33K- 8.99% |
$259K - $260K
|
43.9K
$2.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.33K- 29.02% |
$259K - $260K
|
10.6K
$634K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-4.37K- 7.77% |
$261K - $262K
|
51.8K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-4.64K- 38.21% |
$277K - $278K
|
7.5K
$449K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-4.71K- 19.65% |
$281K - $283K
|
19.3K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.41K- 6.68% |
$323K - $325K
|
75.5K
$4.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.42K- 31.85% |
$324K - $325K
|
11.6K
$694K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-5.75K- 4.16% |
$344K - $345K
|
133K
$7.94M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.79K- 23.11% |
$346K - $348K
|
19.3K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-6.1K- 2.71% |
$365K - $366K
|
219K
$13.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-6.1K- 49.0% |
$365K - $366K
|
6.35K
$380K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-6.12K- 24.77% |
$366K - $367K
|
18.6K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.32K- 39.23% |
$378K - $379K
|
9.78K
$585K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-6.53K- 6.9% |
$390K - $392K
|
88.1K
$5.27M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-6.81K- 4.48% |
$407K - $409K
|
145K
$8.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-7.1K- 7.84% |
$425K - $426K
|
83.5K
$4.99M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.82K- 5.3% |
$467K - $469K
|
140K
$8.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-8.07K- 12.96% |
$482K - $484K
|
54.2K
$3.24M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-8.39K- 54.28% |
$502K - $504K
|
7.07K
$423K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.43K- 3.38% |
$504K - $506K
|
241K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.64K- 63.38% |
$517K - $519K
|
4.99K
$299K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-8.7K- 22.09% |
$520K - $522K
|
30.7K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.95K- 65.77% |
$535K - $537K
|
4.66K
$279K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-9.29K- 37.03% |
$556K - $558K
|
15.8K
$945K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-9.34K- 55.94% |
$558K - $561K
|
7.36K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-9.38K- 62.73% |
$561K - $563K
|
5.57K
$333K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-9.39K- 32.24% |
$561K - $564K
|
19.7K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-10.1K- 41.49% |
$606K - $609K
|
14.3K
$855K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-10.7K- 12.41% |
$639K - $641K
|
75.4K
$4.51M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-11K- 9.44% |
$660K - $663K
|
106K
$6.34M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-11.4K- 17.63% |
$682K - $684K
|
53.3K
$3.19M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.6K- 34.2% |
$692K - $695K
|
22.3K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.5K- 19.37% |
$808K - $812K
|
56.3K
$3.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-13.7K- 66.42% |
$817K - $820K
|
6.91K
$413K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-14.5K- 44.07% |
$870K - $873K
|
18.5K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-15.5K- 14.95% |
$925K - $929K
|
88K
$5.26M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-15.5K- 36.88% |
$926K - $930K
|
26.5K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15.5K- 7.58% |
$928K - $931K
|
189K
$11.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-15.7K- 10.1% |
$938K - $942K
|
140K
$8.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-16.5K- 10.54% |
$988K - $992K
|
140K
$8.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-17.2K- 21.68% |
$1.03M - $1.03M
|
62.2K
$3.72M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18.4K- 6.69% |
$1.1M - $1.1M
|
257K
$15.4M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-18.5K- 7.78% |
$1.1M - $1.11M
|
219K
$13.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-20.4K- 82.69% |
$1.22M - $1.23M
|
4.28K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-21K- 90.28% |
$1.26M - $1.26M
|
2.26K
$135K
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-21.9K- 80.81% |
$1.31M - $1.31M
|
5.2K
$311K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-25.2K- 43.63% |
$1.51M - $1.51M
|
32.6K
$1.95M
|