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 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
$16.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.3K+ 50.99% |
$974K - $979K
|
48.2K
$2.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.7K+ 11.21% |
$936K - $941K
|
155K
$9.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
15.6K+ 20.75% |
$935K - $939K
|
91K
$5.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.8K+ 26.22% |
$882K - $886K
|
71K
$4.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
14.8KNew |
$882K - $886K
|
14.8K
$886K
|
|
|
Aug 07, 2025
Q2 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
14.3K+ 156.47% |
$857K - $861K
|
23.5K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
14.3K+ 17.03% |
$857K - $861K
|
98.5K
$5.91M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.1K+ 39.51% |
$842K - $846K
|
49.7K
$2.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
13.6K+ 4.2% |
$816K - $819K
|
339K
$20.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.2K+ 82.39% |
$790K - $794K
|
29.3K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12KNew |
$720K - $723K
|
12K
$723K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.4K+ 10.4% |
$681K - $684K
|
121K
$7.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
11.4KNew |
$679K - $682K
|
11.4K
$682K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
11K+ 4.97% |
$656K - $659K
|
232K
$13.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.9KNew |
$652K - $655K
|
10.9K
$654K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.88K+ 20.01% |
$591K - $594K
|
59.3K
$3.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.67K+ 3.34% |
$578K - $581K
|
299K
$17.9M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.61K+ 43.17% |
$575K - $577K
|
31.9K
$1.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.49K+ 5.46% |
$567K - $570K
|
183K
$11M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.82K+ 10.3% |
$528K - $530K
|
94.5K
$5.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.51K+ 2.95% |
$509K - $511K
|
296K
$17.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
8.31K+ 173.49% |
$497K - $499K
|
13.1K
$786K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.22K+ 117.45% |
$492K - $494K
|
15.2K
$914K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
8.2K+ 16.4% |
$490K - $493K
|
58.2K
$3.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
8.12K+ 4.35% |
$485K - $487K
|
195K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
7.44K+ 4.36% |
$445K - $447K
|
178K
$10.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
7.25KNew |
$434K - $436K
|
7.25K
$435K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.95KNew |
$416K - $417K
|
6.95K
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
6.87K+ 4.91% |
$411K - $412K
|
147K
$8.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.78K+ 6.16% |
$405K - $407K
|
117K
$7.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.34K+ 21.49% |
$379K - $381K
|
35.8K
$2.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.11K+ 7.31% |
$365K - $367K
|
89.6K
$5.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
5.71KNew |
$341K - $343K
|
5.71K
$343K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.69K+ 26.55% |
$340K - $342K
|
27.1K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.94K+ 2.05% |
$295K - $297K
|
246K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.83K+ 7.36% |
$289K - $290K
|
70.4K
$4.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.49K+ 5.46% |
$268K - $270K
|
86.7K
$5.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4.41K+ 82.27% |
$264K - $265K
|
9.78K
$587K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.28K+ 108.88% |
$256K - $257K
|
8.21K
$493K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
4.28K+ 22.25% |
$256K - $257K
|
23.5K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
4.2KNew |
$251K - $252K
|
4.2K
$252K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.17K+ 3.39% |
$249K - $250K
|
127K
$7.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
4.15K+ 14.26% |
$248K - $249K
|
33.2K
$1.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
4.13KNew |
$247K - $248K
|
4.13K
$248K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4.1K+ 82.0% |
$245K - $246K
|
9.1K
$546K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.1K+ 1399.32% |
$245K - $246K
|
4.39K
$264K
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4.1K+ 10.88% |
$245K - $246K
|
41.7K
$2.5M
|