Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
334KNew |
$20M - $20.1M
|
334K
$20.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
183K+ 43.15% |
$10.9M - $11M
|
606K
$36.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
135K+ 239.89% |
$8.05M - $8.09M
|
191K
$11.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
97.7K+ 184.16% |
$5.85M - $5.88M
|
151K
$9.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
29.8KNew |
$1.78M - $1.79M
|
29.8K
$1.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
25.7KNew |
$1.53M - $1.54M
|
25.7K
$1.54M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
BUY
|
- |
24.2K+ 8.21% |
$1.45M - $1.45M
|
319K
$19.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
22.9K+ 6.75% |
$1.37M - $1.37M
|
361K
$21.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
19.8K+ 10.16% |
$1.18M - $1.19M
|
214K
$12.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
19.7K+ 7.27% |
$1.18M - $1.18M
|
290K
$17.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
14.3K+ 359.61% |
$855K - $859K
|
18.3K
$1.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
12.5K+ 10.17% |
$746K - $749K
|
135K
$8.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.43K+ 3.58% |
$564K - $567K
|
273K
$16.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
6.52K+ 3.13% |
$390K - $392K
|
215K
$12.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
5.79K+ 11.69% |
$346K - $348K
|
55.3K
$3.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.13K+ 5.27% |
$307K - $308K
|
102K
$6.15M
|
|
|
Oct 08, 2025
Q3 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
4.68K+ 2.63% |
$280K - $281K
|
183K
$11M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.13K+ 3.93% |
$247K - $248K
|
109K
$6.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
4.12K+ 23.31% |
$247K - $248K
|
21.8K
$1.31M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.1K+ 5.11% |
$245K - $246K
|
84.3K
$5.06M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.39K+ 48.66% |
$203K - $204K
|
10.4K
$621K
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.34KNew |
$200K - $201K
|
3.34K
$201K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.33K+ 2.31% |
$199K - $200K
|
147K
$8.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.29K+ 33.73% |
$197K - $198K
|
13K
$782K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2.72K+ 33.44% |
$163K - $164K
|
10.9K
$652K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.41K+ 6.72% |
$144K - $145K
|
38.2K
$2.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.93K+ 7.85% |
$116K - $116K
|
26.5K
$1.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.69K+ 30.64% |
$101K - $101K
|
7.2K
$432K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.67K+ 5.23% |
$99.7K - $100K
|
33.5K
$2.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.46K+ 5.65% |
$87.4K - $87.8K
|
27.3K
$1.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.4K+ 9.32% |
$83.9K - $84.3K
|
16.4K
$987K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.33K+ 1.38% |
$79.7K - $80.1K
|
98.1K
$5.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.07K+ 0.55% |
$64.2K - $64.6K
|
195K
$11.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
942+ 0.73% |
$56.3K - $56.6K
|
130K
$7.78M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
739+ 1.37% |
$44.2K - $44.4K
|
54.8K
$3.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
636+ 4.3% |
$38K - $38.2K
|
15.4K
$927K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
601+ 3.06% |
$35.9K - $36.1K
|
20.2K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
591New |
$35.3K - $35.5K
|
591
$35.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
515+ 1.38% |
$30.8K - $31K
|
37.7K
$2.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
337+ 1.61% |
$20.2K - $20.3K
|
21.2K
$1.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
332+ 2.89% |
$19.9K - $20K
|
11.8K
$709K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
244+ 5.6% |
$14.6K - $14.7K
|
4.6K
$276K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
202+ 3.08% |
$12.1K - $12.1K
|
6.75K
$405K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
123+ 1.09% |
$7.36K - $7.39K
|
11.4K
$684K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
111+ 2.95% |
$6.64K - $6.67K
|
3.87K
$232K
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
101+ 0.8% |
$6.04K - $6.07K
|
12.7K
$762K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
82+ 2.18% |
$4.9K - $4.93K
|
3.85K
$231K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
49+ 13.14% |
$2.93K - $2.95K
|
422
$25.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
12New |
$718 - $721
|
12
$720
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.09% |
$299 - $301
|
5.49K
$330K
|