Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-166- 1.11% |
$9.92K - $9.96K
|
14.8K
$888K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-200- 1.32% |
$11.9K - $12K
|
15K
$900K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-235- 1.2% |
$14K - $14.1K
|
19.4K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-261- 5.55% |
$15.6K - $15.7K
|
4.44K
$266K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-297- 3.11% |
$17.7K - $17.8K
|
9.27K
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-425- 3.3% |
$25.4K - $25.5K
|
12.5K
$746K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-441- 11.19% |
$26.3K - $26.5K
|
3.5K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-471- 4.79% |
$28.1K - $28.3K
|
9.37K
$561K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-476- 8.34% |
$28.4K - $28.6K
|
5.23K
$314K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-536- 5.53% |
$32K - $32.2K
|
9.16K
$549K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-749- 5.17% |
$44.7K - $45K
|
13.7K
$823K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-771- 9.74% |
$46.1K - $46.3K
|
7.15K
$429K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-859- 13.77% |
$51.3K - $51.6K
|
5.38K
$323K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-919- 3.29% |
$54.9K - $55.2K
|
27K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-952- 31.59% |
$56.9K - $57.1K
|
2.06K
$124K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.26K- 6.9% |
$75.4K - $75.8K
|
17K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.28K- 97.49% |
$76.6K - $77K
|
33
$1.98K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.39K- 32.42% |
$83.1K - $83.5K
|
2.9K
$174K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-2.24K- 2.09% |
$134K - $134K
|
105K
$6.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-2.48K- 14.0% |
$148K - $149K
|
15.2K
$911K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2.6K- 2.79% |
$156K - $156K
|
90.6K
$5.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.1K- 12.57% |
$185K - $186K
|
21.5K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.18K- 11.03% |
$190K - $191K
|
25.7K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.33K- 18.23% |
$199K - $200K
|
14.9K
$895K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-3.56K- 29.05% |
$213K - $214K
|
8.7K
$522K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.6K- 7.56% |
$215K - $216K
|
44K
$2.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.86K- 22.95% |
$230K - $231K
|
12.9K
$776K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.35K- 37.86% |
$260K - $261K
|
7.15K
$428K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.62K- 13.45% |
$276K - $277K
|
29.7K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-5.55K- 9.03% |
$331K - $333K
|
55.9K
$3.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-5.56K- 2.68% |
$332K - $334K
|
202K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-7.98K- 38.47% |
$477K - $479K
|
12.8K
$766K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-8.49K- 53.82% |
$507K - $510K
|
7.29K
$437K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.1K- 60.09% |
$605K - $608K
|
6.72K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-13.3K- 17.56% |
$792K - $796K
|
62.2K
$3.73M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-18.6K- 7.51% |
$1.11M - $1.12M
|
229K
$13.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19.4K- 99.86% |
$1.16M - $1.16M
|
27
$1.62K
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-28.5K- 3.24% |
$1.7M - $1.71M
|
853K
$51.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-30.4K- 40.68% |
$1.81M - $1.82M
|
44.3K
$2.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-48.1K- 45.44% |
$2.87M - $2.89M
|
57.8K
$3.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-51.4K- 18.89% |
$3.07M - $3.08M
|
220K
$13.2M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-68.1K- 23.73% |
$4.07M - $4.09M
|
219K
$13.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-71.9K- 11.85% |
$4.29M - $4.31M
|
535K
$32M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-635K- 43.12% |
$37.9M - $38.1M
|
837K
$50.2M
|