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 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-33.7K- 83.74% |
$2.02M - $2.03M
|
6.55K
$393K
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-36.3K- 14.06% |
$2.17M - $2.18M
|
222K
$13.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.7K- 0.33% |
$2.67M - $2.68M
|
13.3M
$801M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-50.1K- 0.55% |
$2.99M - $3.01M
|
9.09M
$546M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-58.1K- 29.9% |
$3.47M - $3.49M
|
136K
$8.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-61K- 53.47% |
$3.65M - $3.66M
|
53.1K
$3.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-63.9K- 4.42% |
$3.82M - $3.84M
|
1.38M
$83.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-64.2K- 22.83% |
$3.84M - $3.86M
|
217K
$13M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-64.8K- 53.61% |
$3.88M - $3.89M
|
56.1K
$3.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-67.2K- 47.87% |
$4.02M - $4.03M
|
73.2K
$4.39M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-72.5K- 39.44% |
$4.33M - $4.35M
|
111K
$6.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-72.7K- 32.16% |
$4.34M - $4.36M
|
153K
$9.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-72.9K- 24.15% |
$4.36M - $4.38M
|
229K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-75.9K- 2.26% |
$4.54M - $4.56M
|
3.28M
$197M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-86.7K- 26.84% |
$5.19M - $5.21M
|
236K
$14.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-161K- 94.0% |
$9.66M - $9.7M
|
10.3K
$619K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-206K- 15.24% |
$12.3M - $12.4M
|
1.15M
$68.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-237K- 18.42% |
$14.2M - $14.2M
|
1.05M
$62.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-419K- 23.29% |
$25.1M - $25.2M
|
1.38M
$82.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-605K- 18.96% |
$36.2M - $36.4M
|
2.59M
$155M
|