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 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-103- 0.71% |
$6.16K - $6.19K
|
14.5K
$870K
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-105- 2.63% |
$6.28K - $6.31K
|
3.89K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-112- 1.59% |
$6.7K - $6.73K
|
6.95K
$417K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-121- 0.29% |
$7.24K - $7.27K
|
41.2K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-122- 0.23% |
$7.3K - $7.33K
|
54.1K
$3.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-130- 1.33% |
$7.77K - $7.81K
|
9.65K
$579K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-130- 2.6% |
$7.77K - $7.81K
|
4.86K
$292K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-150- 4.13% |
$8.97K - $9.01K
|
3.48K
$209K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-156- 2.22% |
$9.33K - $9.37K
|
6.86K
$412K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-159- 0.44% |
$9.51K - $9.55K
|
36.4K
$2.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-190- 3.54% |
$11.4K - $11.4K
|
5.17K
$310K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-191- 1.25% |
$11.4K - $11.5K
|
15K
$903K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-228- 1.14% |
$13.6K - $13.7K
|
19.8K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-230- 1.27% |
$13.8K - $13.8K
|
17.9K
$1.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-232- 0.67% |
$13.9K - $13.9K
|
34.5K
$2.07M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-244- 1.54% |
$14.6K - $14.7K
|
15.6K
$934K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-246- 0.85% |
$14.7K - $14.8K
|
28.8K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-250- 3.48% |
$15K - $15K
|
6.93K
$416K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-259- 0.3% |
$15.5K - $15.6K
|
86K
$5.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-273- 3.95% |
$16.3K - $16.4K
|
6.63K
$398K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-296- 81.32% |
$17.7K - $17.8K
|
68
$4.08K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-299- 0.49% |
$17.9K - $18K
|
60.5K
$3.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-315- 2.72% |
$18.8K - $18.9K
|
11.3K
$677K
|
|
|
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 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-357- 3.82% |
$21.3K - $21.4K
|
8.98K
$539K
|
|
|
Jul 09, 2025
Q2 2025
|
Client First Investment Management LLC
West Bend, WI |
SELL
|
- |
-376- 8.12% |
$22.5K - $22.6K
|
4.26K
$255K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-379- 1.89% |
$22.7K - $22.8K
|
19.6K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-394- 6.67% |
$23.6K - $23.7K
|
5.51K
$331K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-419- 10.57% |
$25.1K - $25.2K
|
3.54K
$213K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-421- 9.99% |
$25.2K - $25.3K
|
3.79K
$228K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-425- 1.18% |
$25.4K - $25.5K
|
35.5K
$2.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-472- 9.8% |
$28.2K - $28.4K
|
4.35K
$261K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-482- 2.48% |
$28.8K - $29K
|
18.9K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-492- 7.68% |
$29.4K - $29.6K
|
5.92K
$355K
|
|
|
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
$353K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-638- 6.8% |
$38.2K - $38.3K
|
8.74K
$525K
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-695- 7.96% |
$41.6K - $41.7K
|
8.04K
$483K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-750- 3.29% |
$44.9K - $45.1K
|
22.1K
$1.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-789- 15.82% |
$47.2K - $47.4K
|
4.2K
$252K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-815- 2.14% |
$48.7K - $49K
|
37.2K
$2.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-825- 15.92% |
$49.3K - $49.6K
|
4.36K
$262K
|
|
|
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
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-894- 0.84% |
$53.5K - $53.7K
|
105K
$6.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-918- 1.34% |
$54.9K - $55.1K
|
67.7K
$4.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-918- 19.23% |
$54.9K - $55.1K
|
3.86K
$231K
|