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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.02KNew |
$240K - $242K
|
4.02K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.89K+ 16.85% |
$233K - $234K
|
27K
$1.62M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
3.77KNew |
$225K - $226K
|
3.77K
$226K
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
3.77KNew |
$225K - $226K
|
3.77K
$226K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.72KNew |
$223K - $224K
|
3.72K
$223K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.71K+ 10.62% |
$222K - $223K
|
38.7K
$2.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
3.53K+ 13.81% |
$211K - $212K
|
29.1K
$1.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.35KNew |
$200K - $201K
|
3.35K
$201K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.33K+ 6.78% |
$199K - $200K
|
52.5K
$3.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.19K+ 19.86% |
$191K - $192K
|
19.3K
$1.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.01K+ 16.14% |
$180K - $181K
|
21.7K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.97K+ 148300.0% |
$177K - $178K
|
2.97K
$178K
|
|
|
Aug 11, 2025
Q2 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
2.85K+ 56.15% |
$170K - $171K
|
7.93K
$476K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
2.83K+ 38.44% |
$169K - $170K
|
10.2K
$612K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2.77K+ 39.46% |
$165K - $166K
|
9.78K
$587K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.65K+ 21.81% |
$158K - $159K
|
14.8K
$888K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.6K+ 7.04% |
$155K - $156K
|
39.5K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.41K+ 3.18% |
$144K - $144K
|
78K
$4.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.38K+ 5.03% |
$143K - $143K
|
49.8K
$2.99M
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.15K+ 121.41% |
$129K - $129K
|
3.92K
$235K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.15K+ 4.08% |
$128K - $129K
|
54.8K
$3.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.14K+ 8.17% |
$128K - $128K
|
28.3K
$1.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.12K+ 2.23% |
$127K - $127K
|
97.2K
$5.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.93K+ 2.47% |
$115K - $116K
|
80.2K
$4.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.8K+ 0.63% |
$107K - $108K
|
285K
$17.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.68K+ 6.94% |
$100K - $101K
|
25.9K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.58K+ 4.97% |
$94.2K - $94.7K
|
33.3K
$2M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.48K+ 5.8% |
$88.6K - $89K
|
27K
$1.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1.48K+ 2.31% |
$88.6K - $89K
|
65.7K
$3.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.46K+ 0.02% |
$87.4K - $87.8K
|
7.27M
$436M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.23K+ 11.64% |
$73.6K - $73.9K
|
11.8K
$709K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.19K+ 33.69% |
$70.9K - $71.2K
|
4.7K
$282K
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.13K+ 2.32% |
$67.6K - $67.9K
|
49.9K
$3M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.08K+ 28.63% |
$64.8K - $65.1K
|
4.87K
$292K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.04K+ 3.5% |
$62.4K - $62.7K
|
30.9K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
950+ 4.67% |
$56.8K - $57.1K
|
21.3K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
643+ 4.31% |
$38.5K - $38.6K
|
15.5K
$933K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
617+ 2.41% |
$36.9K - $37.1K
|
26.2K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
595+ 9.34% |
$35.6K - $35.7K
|
6.96K
$418K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
541+ 5.36% |
$32.4K - $32.5K
|
10.6K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
515+ 3.47% |
$30.8K - $30.9K
|
15.4K
$922K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
446+ 7.88% |
$26.7K - $26.8K
|
6.11K
$367K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
435+ 1.18% |
$26K - $26.1K
|
37.3K
$2.24M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
423+ 1566.67% |
$25.3K - $25.4K
|
450
$27K
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
400+ 11.22% |
$23.9K - $24K
|
3.97K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
332+ 7.13% |
$19.9K - $19.9K
|
4.99K
$300K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
332New |
$19.9K - $19.9K
|
332
$19.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
295+ 6.93% |
$17.6K - $17.7K
|
4.55K
$273K
|