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 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-24- 0.6% |
$1.44K - $1.44K
|
4K
$240K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-33- 0.45% |
$1.97K - $1.98K
|
7.25K
$435K
|
|
|
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
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-348- 0.94% |
$20.8K - $20.9K
|
36.7K
$2.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Client First Investment Management LLC
West Bend, WI |
SELL
|
- |
-376- 8.12% |
$22.5K - $22.6K
|
4.26K
$255K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-419- 10.57% |
$25.1K - $25.2K
|
3.54K
$213K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-510- 5.49% |
$30.5K - $30.6K
|
8.78K
$527K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-539- 4.68% |
$32.2K - $32.4K
|
11K
$659K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-597- 9.23% |
$35.7K - $35.9K
|
5.87K
$352K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-638- 6.8% |
$38.2K - $38.3K
|
8.74K
$524K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-750- 3.29% |
$44.9K - $45.1K
|
22.1K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-789- 15.82% |
$47.2K - $47.4K
|
4.2K
$252K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-832- 6.76% |
$49.8K - $50K
|
11.5K
$689K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-834- 18.15% |
$49.9K - $50.1K
|
3.76K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
SELL
|
- |
-861- 4.66% |
$51.5K - $51.7K
|
17.6K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-997- 5.43% |
$59.6K - $59.9K
|
17.4K
$1.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-1.56K- 8.09% |
$93.2K - $93.6K
|
17.7K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.65K- 8.85% |
$98.4K - $98.8K
|
16.9K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.72K- 5.68% |
$103K - $104K
|
28.6K
$1.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-1.76K- 5.31% |
$105K - $106K
|
31.4K
$1.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.25K- 9.34% |
$135K - $135K
|
21.9K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2.58K- 13.18% |
$154K - $155K
|
17K
$1.02M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.65K- 25.3% |
$158K - $159K
|
7.82K
$469K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.82K- 0.89% |
$228K - $229K
|
423K
$25.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-5.22K- 23.58% |
$312K - $314K
|
16.9K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.43K- 1.25% |
$325K - $326K
|
431K
$25.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-5.81K- 3.58% |
$348K - $349K
|
157K
$9.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-5.95K- 93.7% |
$356K - $357K
|
400
$24K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-6.15K- 42.36% |
$368K - $369K
|
8.37K
$502K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6.63K- 62.52% |
$396K - $398K
|
3.97K
$238K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-6.67K- 18.57% |
$399K - $401K
|
29.3K
$1.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-10.8K- 4.91% |
$643K - $646K
|
208K
$12.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-13.6K- 4.97% |
$812K - $815K
|
259K
$15.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-14K- 11.35% |
$840K - $844K
|
110K
$6.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.6K- 19.57% |
$1.41M - $1.42M
|
97.2K
$5.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-24.9K- 64.88% |
$1.49M - $1.49M
|
13.5K
$807K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-61K- 53.47% |
$3.65M - $3.66M
|
53.1K
$3.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-64.8K- 53.61% |
$3.88M - $3.89M
|
56.1K
$3.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-237K- 18.42% |
$14.2M - $14.2M
|
1.05M
$62.9M
|