Purchases and Sales Made in Q4 2024 in First Tr Enhanced Traded Fd Iv (FTSM)

FTSM Quotes by TradingView

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 13, 2025 Q4 2024
Advisor Net Financial, Inc

BUY
 -
1.52K
New
$90.9K - $91.4K
1.52K $91.2K
Feb 24, 2025 Q4 2024
Great Valley Advisor Group, Inc.

BUY
 -
1.45K
+ 1.89%
$86.6K - $87K
78.2K $4.68M
Feb 12, 2025 Q4 2024
Cannon Advisors, Inc.

Charlotte, NC
BUY
 -
1.39K
+ 5.93%
$82.7K - $83.1K
24.7K $1.48M
Feb 14, 2025 Q4 2024
Herold Advisors, Inc.

BUY
 -
1.31K
+ 15.27%
$78.4K - $78.8K
9.91K $594K
Feb 07, 2025 Q4 2024
Citizens Financial Group Inc

BUY
 -
1.11K
+ 1.6%
$66.5K - $66.8K
70.7K $4.24M
Feb 07, 2025 Q4 2024
Nbt Bank N A

BUY
 -
1.1K
+ 16.68%
$65.6K - $65.9K
7.68K $460K
Feb 10, 2025 Q4 2024
United Capital Management Of Ks, Inc.

BUY
 -
1.02K
+ 13.01%
$61.1K - $61.4K
8.89K $532K
Jan 29, 2025 Q4 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
1.02K
+ 2.63%
$60.9K - $61.2K
39.9K $2.39M
Jan 13, 2025 Q4 2024
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
992
+ 3.37%
$59.3K - $59.5K
30.4K $1.82M
Feb 10, 2025 Q4 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
935
+ 0.73%
$55.9K - $56.1K
129K $7.74M
Feb 05, 2025 Q4 2024
Us Bancorp \De\

BUY
 -
873
+ 297.95%
$52.2K - $52.4K
1.17K $69.9K
Feb 05, 2025 Q4 2024
Private Trust CO Na

BUY
 -
869
+ 2.63%
$51.9K - $52.2K
34K $2.04M
Feb 12, 2025 Q4 2024
Summit Financial, LLC

Parsippany, NJ
BUY
 -
830
+ 2.57%
$49.6K - $49.8K
33.1K $1.99M
Jan 27, 2025 Q4 2024
Beacon Financial Advisory LLC

BUY
 -
805
+ 2.25%
$48.1K - $48.3K
36.6K $2.19M
Feb 03, 2025 Q4 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
775
+ 5.35%
$46.3K - $46.5K
15.3K $915K
Jan 29, 2025 Q4 2024
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
700
+ 3.68%
$41.8K - $42K
19.7K $1.18M
Jan 24, 2025 Q4 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
612
+ 2.52%
$36.6K - $36.7K
24.9K $1.49M
Feb 18, 2025 Q4 2024
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
545
+ 1.71%
$32.6K - $32.7K
32.5K $1.95M
Feb 03, 2025 Q4 2024
Marshall Investment Management, LLC

Littleton, CO
BUY
 -
543
New
$32.4K - $32.6K
543 $32.5K
Jan 24, 2025 Q4 2024
Symphony Financial, Ltd. Co.

BUY
 -
539
+ 3.7%
$32.2K - $32.4K
15.1K $904K
Jan 21, 2025 Q4 2024
Mc Guire Investment Group, LLC

BUY
 -
512
+ 0.53%
$30.6K - $30.7K
96.5K $5.78M
Jan 15, 2025 Q4 2024
Client First Investment Management LLC

West Bend, WI
BUY
 -
498
+ 11.38%
$29.8K - $29.9K
4.87K $292K
Feb 13, 2025 Q4 2024
Rathbones Group PLC

Liverpool, X0
BUY
 -
470
+ 6.11%
$28.1K - $28.2K
8.16K $489K
Feb 13, 2025 Q4 2024
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
361
+ 0.59%
$21.6K - $21.7K
61.2K $3.67M
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
320
New
$19.1K - $19.2K
320 $19.2K
Feb 12, 2025 Q4 2024
Huntington National Bank

Columbus, OH
BUY
 -
292
+ 679.07%
$17.4K - $17.5K
335 $20.1K
Jan 22, 2025 Q4 2024
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
277
+ 0.22%
$16.5K - $16.6K
129K $7.7M
Feb 04, 2025 Q4 2024
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
271
+ 2.03%
$16.2K - $16.3K
13.6K $815K
Feb 06, 2025 Q4 2024
Cullen/Frost Bankers, Inc.

BUY
 -
245
New
$14.6K - $14.7K
245 $14.7K
Jan 28, 2025 Q4 2024
Tfg Advisers LLC

BUY
 -
208
+ 5.14%
$12.4K - $12.5K
4.25K $255K
Feb 05, 2025 Q4 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
207
+ 1.66%
$12.4K - $12.4K
12.6K $757K
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
193
New
$11.5K - $11.6K
193 $11.6K
Feb 07, 2025 Q4 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
165
New
$9.86K - $9.9K
165 $9.89K
Jan 29, 2025 Q4 2024
G&S Capital LLC

BUY
 -
156
+ 0.49%
$9.32K - $9.36K
31.7K $1.9M
Jan 28, 2025 Q4 2024
Archer Investment Corp

BUY
 -
147
+ 1.33%
$8.78K - $8.82K
11.2K $672K
Feb 14, 2025 Q4 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
132
+ 1.98%
$7.89K - $7.92K
6.78K $406K
Feb 11, 2025 Q4 2024
Old Point Trust & Financial Services N A

BUY
 -
100
New
$5.97K - $6K
100 $5.99K
Jan 30, 2025 Q4 2024
American Financial Advisors, LLC

BUY
 -
95
+ 1.34%
$5.68K - $5.7K
7.2K $432K
Jan 23, 2025 Q4 2024
New Wave Wealth Advisors LLC

Springdale, AR
BUY
 -
91
New
$5.44K - $5.46K
91 $5.45K
Feb 14, 2025 Q4 2024
Bellwether Advisors, LLC

BUY
 -
71
New
$4.24K - $4.26K
71 $4.25K
Feb 03, 2025 Q4 2024
White Wing Wealth Management

The Wodlands, TX
BUY
 -
68
+ 1.59%
$4.06K - $4.08K
4.34K $260K
Feb 14, 2025 Q4 2024
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
62
+ 0.66%
$3.7K - $3.72K
9.47K $568K
Mar 18, 2025 Q4 2024
Objective Capital Management, LLC

BUY
 -
60
+ 0.57%
$3.58K - $3.6K
10.7K $640K
Jan 13, 2025 Q4 2024
Friedenthal Financial

BUY
 -
59
+ 24.08%
$3.52K - $3.54K
304 $18.2K
Jan 31, 2025 Q4 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
54
+ 0.15%
$3.23K - $3.24K
36.8K $2.2M
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
52
New
$3.11K - $3.12K
52 $3.12K
Feb 14, 2025 Q4 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
51
+ 30.36%
$3.05K - $3.06K
219 $13.1K
Feb 12, 2025 Q4 2024
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
40
+ 0.53%
$2.39K - $2.4K
7.56K $453K
Jan 14, 2025 Q4 2024
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
33
+ 0.47%
$1.97K - $1.98K
7.1K $425K

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