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 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-963- 1.09% |
$57.6K - $57.8K
|
87.1K
$5.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-968- 11.78% |
$57.9K - $58.1K
|
7.25K
$435K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-986- 6.2% |
$59K - $59.2K
|
14.9K
$895K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-997- 5.43% |
$59.6K - $59.9K
|
17.4K
$1.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.02K- 5.35% |
$60.9K - $61.2K
|
18K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.15K- 18.05% |
$68.8K - $69.1K
|
5.22K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.16K- 2.67% |
$69.4K - $69.7K
|
42.3K
$2.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 21.62% |
$74.4K - $74.7K
|
4.51K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.31K- 9.74% |
$78.4K - $78.8K
|
12.1K
$729K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-1.31K- 7.11% |
$78.5K - $78.9K
|
17.2K
$1.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.39K- 12.32% |
$83.2K - $83.6K
|
9.9K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.54K- 96.19% |
$92K - $92.4K
|
61
$3.66K
|
|
|
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 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.82K- 20.09% |
$109K - $110K
|
7.25K
$435K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.88K- 3.49% |
$112K - $113K
|
51.9K
$3.12M
|
|
|
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 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-2.28K- 1.57% |
$137K - $137K
|
143K
$8.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.39K- 1.0% |
$143K - $143K
|
236K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.54K- 33.85% |
$152K - $153K
|
4.96K
$298K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-2.56K- 35.04% |
$153K - $154K
|
4.75K
$285K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2.58K- 13.18% |
$154K - $155K
|
17K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.61K- 3.8% |
$156K - $157K
|
65.9K
$3.96M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.65K- 25.3% |
$158K - $159K
|
7.82K
$469K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.74K- 7.32% |
$164K - $165K
|
34.7K
$2.08M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-2.84K- 12.18% |
$170K - $170K
|
20.4K
$1.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.89K- 5.97% |
$173K - $174K
|
45.5K
$2.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-3.01K- 8.0% |
$180K - $181K
|
34.6K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.13K- 6.3% |
$187K - $188K
|
46.5K
$2.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.18K- 11.76% |
$190K - $191K
|
23.9K
$1.43M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.25K- 6.55% |
$194K - $195K
|
46.3K
$2.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.39K- 1.06% |
$203K - $204K
|
316K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.48K- 1.86% |
$208K - $209K
|
183K
$11M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.53K- 5.58% |
$211K - $212K
|
59.8K
$3.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-3.61K- 44.65% |
$216K - $217K
|
4.47K
$268K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.82K- 0.89% |
$228K - $229K
|
423K
$25.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-3.9K- 21.21% |
$233K - $234K
|
14.5K
$870K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.95K- 13.55% |
$236K - $237K
|
25.2K
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.4K- 1.71% |
$263K - $265K
|
253K
$15.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-4.6K- 37.68% |
$275K - $276K
|
7.61K
$457K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.73K- 23.82% |
$283K - $284K
|
15.1K
$908K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.73K- 24.57% |
$283K - $284K
|
14.5K
$872K
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-4.84K- 21.66% |
$289K - $291K
|
17.5K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.95K- 9.29% |
$296K - $297K
|
48.3K
$2.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-5.22K- 23.58% |
$312K - $314K
|
16.9K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.3K- 16.26% |
$317K - $318K
|
27.3K
$1.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.43K- 1.25% |
$325K - $326K
|
431K
$25.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.44K- 9.76% |
$325K - $327K
|
50.3K
$3.02M
|