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 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
273+ 1.09% |
$16.3K - $16.4K
|
25.3K
$1.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
270+ 2.12% |
$16.1K - $16.2K
|
13K
$780K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
250+ 1666.67% |
$15K - $15K
|
265
$15.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
208New |
$12.4K - $12.5K
|
208
$12.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
194+ 0.1% |
$11.6K - $11.7K
|
200K
$12M
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
190+ 0.67% |
$11.4K - $11.4K
|
28.4K
$1.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
168+ 3.93% |
$10K - $10.1K
|
4.44K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
159+ 2.65% |
$9.51K - $9.55K
|
6.15K
$369K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
141New |
$8.43K - $8.47K
|
141
$8.46K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
136+ 2.89% |
$8.13K - $8.17K
|
4.85K
$291K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
115+ 0.68% |
$6.88K - $6.91K
|
17.1K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
105+ 0.08% |
$6.28K - $6.31K
|
129K
$7.72M
|
|
|
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
$356K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
54+ 0.08% |
$3.23K - $3.24K
|
71.3K
$4.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
51+ 15.84% |
$3.05K - $3.06K
|
373
$22.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
51+ 0.36% |
$3.05K - $3.06K
|
14.4K
$862K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
48New |
$2.87K - $2.88K
|
48
$2.88K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
47+ 0.63% |
$2.81K - $2.82K
|
7.45K
$447K
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
43+ 0.4% |
$2.57K - $2.58K
|
10.7K
$645K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
40+ 15.09% |
$2.39K - $2.4K
|
305
$18.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
23+ 0.34% |
$1.38K - $1.38K
|
6.79K
$408K
|
|
|
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
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
13New |
$777 - $781
|
13
$780
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
12+ 0.06% |
$718 - $721
|
18.5K
$1.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
6+ 0.97% |
$359 - $360
|
623
$37.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.01% |
$299 - $300
|
50K
$3M
|
|
|
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
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.0% |
$59.8 - $60.1
|
116K
$6.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1+ 0.0% |
$59.8 - $60.1
|
30K
$1.8M
|
|
|
Sep 02, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$59.8 - $60.1
|
200K
$12M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 3.85% |
$59.8 - $60.1
|
27
$1.62K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 1.59% |
$59.8 - $60.1
|
64
$3.84K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-21- 0.21% |
$1.26K - $1.26K
|
9.93K
$596K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-24- 0.6% |
$1.44K - $1.44K
|
4K
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-25- 0.3% |
$1.5K - $1.5K
|
8.24K
$495K
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-32- 0.75% |
$1.91K - $1.92K
|
4.25K
$255K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-33- 0.45% |
$1.97K - $1.98K
|
7.25K
$435K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-51- 0.52% |
$3.05K - $3.06K
|
9.74K
$585K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-56- 1.27% |
$3.35K - $3.36K
|
4.36K
$262K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-56- 1.02% |
$3.35K - $3.36K
|
5.43K
$326K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-57- 0.7% |
$3.41K - $3.42K
|
8.14K
$489K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-59- 10.17% |
$3.53K - $3.54K
|
521
$31.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
SELL
|
- |
-70- 0.07% |
$4.19K - $4.2K
|
96.8K
$5.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-72- 4.6% |
$4.31K - $4.33K
|
1.49K
$89.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-76- 0.1% |
$4.54K - $4.57K
|
72.6K
$4.36M
|