Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
186K+ 919.53% |
$11.1M - $11.2M
|
206K
$12.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
166KNew |
$9.92M - $9.97M
|
166K
$9.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
151K+ 31.5% |
$9M - $9.04M
|
628K
$37.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
108K+ 59.77% |
$6.44M - $6.47M
|
288K
$17.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
66.3K+ 211.47% |
$3.96M - $3.98M
|
97.7K
$5.86M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
65.7K+ 198.69% |
$3.93M - $3.95M
|
98.7K
$5.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
49.5KNew |
$2.96M - $2.97M
|
49.5K
$2.97M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
49.1K+ 19.99% |
$2.94M - $2.95M
|
295K
$17.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
44K+ 604.23% |
$2.63M - $2.65M
|
51.3K
$3.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
42.1K+ 213.37% |
$2.52M - $2.53M
|
61.8K
$3.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
36.9K+ 668.86% |
$2.2M - $2.21M
|
42.4K
$2.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24.6KNew |
$1.47M - $1.48M
|
24.6K
$1.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20.6KNew |
$1.23M - $1.24M
|
20.6K
$1.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
17K+ 16.06% |
$1.01M - $1.02M
|
123K
$7.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
16.7K+ 320.64% |
$998K - $1M
|
21.9K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
16.5K+ 3.18% |
$988K - $993K
|
537K
$32.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
16.4K+ 6.43% |
$978K - $983K
|
271K
$16.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
7.44K+ 4.36% |
$445K - $447K
|
178K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.34K+ 21.49% |
$379K - $381K
|
35.8K
$2.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
4.28K+ 22.25% |
$256K - $257K
|
23.5K
$1.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
4.13KNew |
$247K - $248K
|
4.13K
$248K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.19K+ 19.86% |
$191K - $192K
|
19.3K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.34K+ 5.46% |
$140K - $140K
|
45.1K
$2.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.21K+ 3.22% |
$132K - $133K
|
71K
$4.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.68K+ 6.94% |
$100K - $101K
|
25.9K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.23K+ 11.64% |
$73.6K - $73.9K
|
11.8K
$708K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.04K+ 3.5% |
$62.4K - $62.7K
|
30.9K
$1.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
595+ 9.34% |
$35.6K - $35.7K
|
6.96K
$418K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
435+ 1.18% |
$26K - $26.1K
|
37.3K
$2.24M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
332+ 7.13% |
$19.9K - $19.9K
|
4.99K
$299K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
295+ 6.93% |
$17.6K - $17.7K
|
4.55K
$273K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
250+ 1666.67% |
$15K - $15K
|
265
$15.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
168+ 3.93% |
$10K - $10.1K
|
4.44K
$266K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
141New |
$8.43K - $8.47K
|
141
$8.46K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
104+ 0.93% |
$6.22K - $6.25K
|
11.3K
$676K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
102+ 0.82% |
$6.1K - $6.13K
|
12.6K
$756K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
68+ 0.94% |
$4.07K - $4.08K
|
7.32K
$439K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
65+ 1.11% |
$3.89K - $3.9K
|
5.92K
$355K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
47+ 0.63% |
$2.81K - $2.82K
|
7.45K
$447K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
17+ 0.28% |
$1.02K - $1.02K
|
6.09K
$365K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 1.25% |
$299 - $300
|
405
$24.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.09% |
$299 - $300
|
5.48K
$329K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-24- 0.6% |
$1.44K - $1.44K
|
4K
$240K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-56- 1.27% |
$3.35K - $3.36K
|
4.36K
$262K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-76- 0.1% |
$4.54K - $4.57K
|
72.6K
$4.36M
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-105- 2.63% |
$6.28K - $6.31K
|
3.89K
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-122- 0.23% |
$7.3K - $7.33K
|
54.1K
$3.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-228- 1.14% |
$13.6K - $13.7K
|
19.8K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-273- 3.95% |
$16.3K - $16.4K
|
6.63K
$398K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-340- 17.91% |
$20.3K - $20.4K
|
1.56K
$93.5K
|