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 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
21.1K+ 589.18% |
$1.26M - $1.27M
|
24.7K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.9K+ 140.1% |
$1.25M - $1.25M
|
35.8K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
20.6KNew |
$1.23M - $1.23M
|
20.6K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
20.5K+ 10.0% |
$1.22M - $1.23M
|
225K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
20.2KNew |
$1.21M - $1.21M
|
20.2K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.8KNew |
$1.13M - $1.13M
|
18.8K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18K+ 13.88% |
$1.07M - $1.08M
|
147K
$8.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
17.9K+ 59.04% |
$1.07M - $1.07M
|
48.2K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 8.16% |
$1.05M - $1.06M
|
233K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
17.6K+ 14.56% |
$1.05M - $1.06M
|
138K
$8.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
16.7KNew |
$998K - $1M
|
16.7K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
16.5KNew |
$986K - $991K
|
16.5K
$989K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
15.5KNew |
$923K - $928K
|
15.5K
$926K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
15.4KNew |
$917K - $922K
|
15.4K
$920K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15.2K+ 32.04% |
$910K - $915K
|
62.8K
$3.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
15.2K+ 6.61% |
$907K - $912K
|
245K
$14.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.9K+ 9.88% |
$893K - $897K
|
166K
$9.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
14.5KNew |
$867K - $871K
|
14.5K
$870K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
13.8K+ 33.99% |
$823K - $827K
|
54.3K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
13.4K+ 50.77% |
$800K - $804K
|
39.8K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.1K+ 24.51% |
$786K - $789K
|
66.8K
$4M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
13KNew |
$779K - $783K
|
13K
$781K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12.7KNew |
$761K - $765K
|
12.7K
$764K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.5K+ 113.23% |
$748K - $752K
|
23.6K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
12.4KNew |
$744K - $747K
|
12.4K
$746K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.7K+ 59.21% |
$699K - $703K
|
31.5K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.4K+ 123.56% |
$680K - $683K
|
20.6K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11K+ 10.96% |
$660K - $663K
|
112K
$6.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11KNew |
$657K - $660K
|
11K
$659K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
10.6K+ 6.22% |
$633K - $636K
|
181K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
10.5K+ 71.47% |
$628K - $631K
|
25.2K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.4K+ 73.02% |
$620K - $623K
|
24.6K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10K+ 13344.0% |
$598K - $601K
|
10.1K
$604K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
9.63KNew |
$575K - $578K
|
9.63K
$577K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
9.32K+ 4.5% |
$557K - $560K
|
217K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
8.85KNew |
$528K - $531K
|
8.85K
$530K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.64K+ 42.24% |
$516K - $519K
|
29.1K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.3K+ 16.28% |
$496K - $498K
|
59.3K
$3.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.24K+ 3.41% |
$492K - $494K
|
249K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.21K+ 11.29% |
$490K - $493K
|
81K
$4.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8K+ 25.5% |
$478K - $480K
|
39.4K
$2.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.69K+ 9.21% |
$459K - $461K
|
91.1K
$5.46M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7.61KNew |
$455K - $457K
|
7.61K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
7.58K+ 3.49% |
$453K - $455K
|
225K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.27K+ 2.58% |
$434K - $436K
|
289K
$17.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
7.2KNew |
$430K - $432K
|
7.2K
$432K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.05KNew |
$421K - $423K
|
7.05K
$422K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
6.8KNew |
$406K - $408K
|
6.8K
$407K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.55K+ 5.76% |
$391K - $393K
|
120K
$7.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
6.41KNew |
$383K - $384K
|
6.41K
$384K
|