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 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-5.81K- 3.58% |
$348K - $349K
|
157K
$9.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-5.91K- 22.3% |
$354K - $355K
|
20.6K
$1.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.94K- 11.03% |
$355K - $357K
|
47.9K
$2.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-5.95K- 93.7% |
$356K - $357K
|
400
$24K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-6.02K- 11.91% |
$360K - $362K
|
44.5K
$2.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-6.15K- 42.36% |
$368K - $369K
|
8.37K
$503K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.62K- 18.66% |
$396K - $398K
|
28.9K
$1.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6.63K- 62.52% |
$396K - $398K
|
3.97K
$239K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-6.67K- 18.57% |
$399K - $401K
|
29.3K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.67K- 18.57% |
$399K - $401K
|
29.3K
$1.76M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-7K- 45.46% |
$418K - $420K
|
8.4K
$504K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.15K- 7.27% |
$428K - $429K
|
91.1K
$5.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.48K- 9.74% |
$447K - $449K
|
69.3K
$4.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.59K- 4.27% |
$454K - $456K
|
170K
$10.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-7.69K- 19.06% |
$460K - $462K
|
32.7K
$1.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-8.21K- 9.32% |
$491K - $493K
|
79.9K
$4.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.67K- 60.33% |
$518K - $521K
|
5.7K
$342K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.05K- 10.38% |
$541K - $544K
|
78.1K
$4.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9.85K- 9.96% |
$589K - $592K
|
89K
$5.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-10.6K- 54.62% |
$636K - $639K
|
8.83K
$530K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.7K- 46.07% |
$637K - $640K
|
12.5K
$749K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-10.8K- 10.15% |
$643K - $646K
|
95.2K
$5.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-10.8K- 4.91% |
$643K - $646K
|
208K
$12.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-10.8K- 8.13% |
$645K - $648K
|
122K
$7.32M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-11.3K- 18.51% |
$674K - $677K
|
49.6K
$2.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-11.3K- 18.11% |
$674K - $677K
|
51K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-11.7K- 26.41% |
$697K - $700K
|
32.5K
$1.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11.7K- 15.14% |
$700K - $703K
|
65.6K
$3.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-11.8K- 6.78% |
$704K - $707K
|
162K
$9.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-12.4K- 8.96% |
$743K - $747K
|
126K
$7.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.1K- 1.7% |
$782K - $785K
|
757K
$45.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-13.2K- 4.37% |
$788K - $791K
|
288K
$17.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-13.6K- 4.97% |
$812K - $815K
|
259K
$15.6M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-14K- 7.49% |
$836K - $840K
|
173K
$10.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-14K- 11.35% |
$840K - $844K
|
110K
$6.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.7K- 1.65% |
$880K - $884K
|
877K
$52.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-16K- 32.56% |
$956K - $960K
|
33.1K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16K- 6.05% |
$958K - $963K
|
249K
$14.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-18K- 21.61% |
$1.08M - $1.08M
|
65.5K
$3.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18.1K- 28.85% |
$1.08M - $1.09M
|
44.7K
$2.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-18.9K- 4.58% |
$1.13M - $1.14M
|
395K
$23.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-19.1K- 27.43% |
$1.14M - $1.15M
|
50.4K
$3.03M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-19.1K- 11.72% |
$1.14M - $1.15M
|
144K
$8.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.6K- 19.57% |
$1.41M - $1.42M
|
97.2K
$5.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-24.9K- 64.88% |
$1.49M - $1.49M
|
13.5K
$808K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.2K- 17.64% |
$1.69M - $1.69M
|
132K
$7.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-30.7K- 45.8% |
$1.83M - $1.84M
|
36.3K
$2.18M
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
SELL
|
- |
-31K- 16.93% |
$1.86M - $1.86M
|
152K
$9.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33K- 3.04% |
$1.97M - $1.98M
|
1.05M
$63.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-33.1K- 58.76% |
$1.98M - $1.99M
|
23.2K
$1.39M
|