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 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.33K+ 7.71% |
$139K - $140K
|
32.6K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.28K+ 5.15% |
$136K - $137K
|
46.6K
$2.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.19K+ 9.48% |
$131K - $131K
|
25.3K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.1K+ 9.56% |
$125K - $126K
|
24K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.09K+ 48.44% |
$125K - $125K
|
6.41K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.52K+ 15.37% |
$91K - $91.4K
|
11.4K
$684K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.52KNew |
$90.9K - $91.4K
|
1.52K
$91K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.45K+ 1.89% |
$86.6K - $87K
|
78.2K
$4.67M
|
|
|
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
$593K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.19K+ 8.77% |
$70.9K - $71.2K
|
14.7K
$880K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.11K+ 1.6% |
$66.5K - $66.8K
|
70.7K
$4.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
1.1K+ 16.68% |
$65.6K - $65.9K
|
7.68K
$459K
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.02K+ 13.01% |
$61.1K - $61.4K
|
8.89K
$531K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.02K+ 2.63% |
$60.9K - $61.2K
|
39.9K
$2.38M
|
|
|
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
$7.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
905+ 2.59% |
$54.1K - $54.3K
|
35.9K
$2.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
873+ 297.95% |
$52.2K - $52.4K
|
1.17K
$69.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
869+ 2.63% |
$51.9K - $52.2K
|
34K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
830+ 2.57% |
$49.6K - $49.8K
|
33.1K
$1.98M
|
|
|
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
$913K
|
|
|
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
$1.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
543New |
$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
$902K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
512+ 0.53% |
$30.6K - $30.7K
|
96.5K
$5.77M
|
|
|
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
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
361+ 0.59% |
$21.6K - $21.7K
|
61.2K
$3.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
320New |
$19.1K - $19.2K
|
320
$19.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
292+ 679.07% |
$17.4K - $17.5K
|
335
$20K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
277+ 0.22% |
$16.5K - $16.6K
|
129K
$7.69M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
271+ 2.03% |
$16.2K - $16.3K
|
13.6K
$814K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
245New |
$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
$254K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
207+ 1.66% |
$12.4K - $12.4K
|
12.6K
$756K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
193New |
$11.5K - $11.6K
|
193
$11.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
165New |
$9.86K - $9.9K
|
165
$9.87K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
156+ 0.49% |
$9.32K - $9.36K
|
31.7K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
147+ 1.33% |
$8.78K - $8.82K
|
11.2K
$671K
|
|
|
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
|
- |
100New |
$5.97K - $6K
|
100
$5.98K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
95+ 1.34% |
$5.68K - $5.7K
|
7.2K
$431K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
91New |
$5.44K - $5.46K
|
91
$5.44K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
71New |
$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
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
62+ 0.66% |
$3.7K - $3.72K
|
9.47K
$567K
|