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 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-26.5K- 12.23% |
$1.58M - $1.59M
|
190K
$11.4M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-27.4K- 13.01% |
$1.64M - $1.65M
|
183K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-28K- 8.1% |
$1.67M - $1.68M
|
318K
$19M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.6K- 4.06% |
$1.77M - $1.77M
|
698K
$41.7M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-29.6K- 21.36% |
$1.77M - $1.78M
|
109K
$6.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-30.4K- 26.95% |
$1.82M - $1.83M
|
82.5K
$4.93M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-32K- 14.62% |
$1.91M - $1.92M
|
187K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-33K- 27.46% |
$1.97M - $1.98M
|
87.2K
$5.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-35.7K- 63.85% |
$2.13M - $2.14M
|
20.2K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.6K- 18.62% |
$2.19M - $2.2M
|
160K
$9.56M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-37.2K- 12.61% |
$2.23M - $2.23M
|
258K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-38.2K- 17.0% |
$2.28M - $2.29M
|
186K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38.6K- 12.73% |
$2.31M - $2.32M
|
265K
$15.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.6K- 4.36% |
$2.43M - $2.44M
|
891K
$53.3M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-46.1K- 10.03% |
$2.76M - $2.77M
|
414K
$24.7M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-48.3K- 14.1% |
$2.89M - $2.9M
|
294K
$17.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-48.4K- 50.0% |
$2.9M - $2.91M
|
48.4K
$2.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-50.3K- 39.12% |
$3.01M - $3.02M
|
78.2K
$4.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-51.2K- 38.02% |
$3.06M - $3.07M
|
83.5K
$4.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-63.5K- 45.24% |
$3.79M - $3.81M
|
76.8K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-65.9K- 2.68% |
$3.94M - $3.96M
|
2.39M
$143M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-83.7K- 14.84% |
$5M - $5.02M
|
480K
$28.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-84.4K- 5.51% |
$5.04M - $5.06M
|
1.45M
$86.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-93.6K- 80.88% |
$5.6M - $5.62M
|
22.1K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-99.6K- 45.17% |
$5.95M - $5.98M
|
121K
$7.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-108K- 20.12% |
$6.43M - $6.46M
|
427K
$25.5M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-131K- 29.15% |
$7.86M - $7.89M
|
319K
$19.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-133K- 53.88% |
$7.96M - $8M
|
114K
$6.82M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-183KClosed |
$11M - $11M
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-215K- 2.87% |
$12.8M - $12.9M
|
7.27M
$435M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-217K- 42.89% |
$13M - $13M
|
289K
$17.3M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-278K- 33.16% |
$16.6M - $16.7M
|
560K
$33.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-298K- 19.8% |
$17.8M - $17.9M
|
1.21M
$72.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-505K- 13.08% |
$30.2M - $30.3M
|
3.36M
$201M
|