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 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.09% |
$299 - $301
|
5.49K
$330K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-14- 0.03% |
$837 - $842
|
50.4K
$3.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-22- 0.25% |
$1.32K - $1.32K
|
8.96K
$538K
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-25- 0.11% |
$1.5K - $1.5K
|
22.1K
$1.32M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-33- 0.47% |
$1.97K - $1.98K
|
6.92K
$415K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-47- 0.94% |
$2.81K - $2.83K
|
4.94K
$297K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-188- 2.4% |
$11.2K - $11.3K
|
7.63K
$458K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-195- 1.29% |
$11.7K - $11.7K
|
14.9K
$896K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-208- 4.61% |
$12.4K - $12.5K
|
4.3K
$258K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-225- 55.56% |
$13.5K - $13.5K
|
180
$10.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-267- 66.75% |
$16K - $16K
|
133
$7.98K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-310- 19.9% |
$18.5K - $18.6K
|
1.25K
$74.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-450- 5.15% |
$26.9K - $27K
|
8.29K
$498K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-458- 4.17% |
$27.4K - $27.5K
|
10.5K
$632K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-471- 0.24% |
$28.2K - $28.3K
|
199K
$12M
|
|
|
Oct 08, 2025
Q3 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-515- 3.04% |
$30.8K - $31K
|
16.4K
$985K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-574- 1.11% |
$34.3K - $34.5K
|
51.3K
$3.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Client First Investment Management LLC
West Bend, WI |
SELL
|
- |
-619- 14.54% |
$37K - $37.2K
|
3.64K
$218K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-782- 17.18% |
$46.8K - $47K
|
3.77K
$226K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-812- 2.84% |
$48.6K - $48.8K
|
27.8K
$1.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-818- 2.37% |
$48.9K - $49.2K
|
33.7K
$2.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.1K- 5.56% |
$65.9K - $66.2K
|
18.7K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.22K- 5.56% |
$72.7K - $73.1K
|
20.7K
$1.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1.35K- 26.02% |
$80.5K - $80.9K
|
3.83K
$230K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 20.93% |
$91.6K - $92K
|
5.78K
$347K
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-1.67K- 29.19% |
$99.6K - $100K
|
4.04K
$243K
|
|
|
Oct 06, 2025
Q3 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-1.88K- 28.38% |
$113K - $113K
|
4.75K
$285K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.14K- 0.34% |
$128K - $128K
|
626K
$37.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.66K- 31.72% |
$159K - $160K
|
5.72K
$343K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.83K- 19.0% |
$170K - $170K
|
12.1K
$725K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2.98K- 17.61% |
$178K - $179K
|
14K
$838K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.46K- 15.95% |
$207K - $208K
|
18.2K
$1.09M
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-3.82K- 17.95% |
$228K - $230K
|
17.5K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-4.36K- 9.65% |
$261K - $262K
|
40.8K
$2.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-4.54K- 51.45% |
$272K - $273K
|
4.29K
$257K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-4.62K- 52.68% |
$277K - $278K
|
4.15K
$249K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-4.63K- 27.28% |
$277K - $278K
|
12.3K
$741K
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
SELL
|
- |
-5K- 28.38% |
$299K - $300K
|
12.6K
$757K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-5.57K- 17.06% |
$333K - $335K
|
27.1K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-6.34K- 30.75% |
$379K - $381K
|
14.3K
$857K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.92K- 9.46% |
$414K - $416K
|
66.2K
$3.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-7.19K- 30.59% |
$430K - $432K
|
16.3K
$979K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-7.97K- 11.19% |
$477K - $479K
|
63.3K
$3.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-15.5K- 23.59% |
$926K - $930K
|
50.1K
$3.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-16.2K- 17.12% |
$967K - $972K
|
78.3K
$4.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-16.7K- 7.51% |
$996K - $1M
|
205K
$12.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-21.6K- 7.57% |
$1.29M - $1.3M
|
264K
$15.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-26.5K- 30.78% |
$1.58M - $1.59M
|
59.5K
$3.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-35.3K- 36.13% |
$2.11M - $2.12M
|
62.4K
$3.74M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
SELL
|
- |
-42.8K- 43.37% |
$2.56M - $2.57M
|
55.9K
$3.36M
|