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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.9K- 77.11% |
$173K - $174K
|
862
$51.7K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.01K- 4.45% |
$180K - $181K
|
64.7K
$3.88M
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.25K- 7.03% |
$194K - $195K
|
43K
$2.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.33K- 18.23% |
$199K - $200K
|
14.9K
$895K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.42K- 33.53% |
$205K - $206K
|
6.79K
$407K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-3.56K- 29.05% |
$213K - $214K
|
8.7K
$521K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.6K- 7.56% |
$215K - $216K
|
44K
$2.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-3.7K- 13.39% |
$221K - $222K
|
24K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.86K- 22.95% |
$230K - $231K
|
12.9K
$775K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-3.93K- 7.51% |
$235K - $236K
|
48.4K
$2.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.02K- 19.96% |
$240K - $241K
|
16.1K
$965K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.35K- 37.86% |
$260K - $261K
|
7.15K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-4.37K- 4.08% |
$261K - $262K
|
103K
$6.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.62K- 13.45% |
$276K - $277K
|
29.7K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.66K- 44.34% |
$278K - $280K
|
5.85K
$350K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4.72K- 2.92% |
$282K - $283K
|
157K
$9.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.98K- 45.78% |
$298K - $299K
|
5.9K
$354K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-5.02K- 16.66% |
$300K - $301K
|
25.1K
$1.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.25K- 3.23% |
$314K - $315K
|
157K
$9.43M
|
|
|
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 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-5.61K- 15.29% |
$335K - $336K
|
31K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-6.17K- 11.32% |
$369K - $370K
|
48.3K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.67K- 1.3% |
$398K - $400K
|
507K
$30.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-6.84K- 4.3% |
$409K - $411K
|
152K
$9.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-7.98K- 38.47% |
$477K - $479K
|
12.8K
$765K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-8.21K- 36.05% |
$490K - $493K
|
14.6K
$872K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-8.49K- 53.82% |
$507K - $510K
|
7.29K
$437K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-9.36K- 3.2% |
$559K - $562K
|
283K
$17M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.51K- 3.9% |
$568K - $571K
|
234K
$14.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-9.76K- 69.32% |
$583K - $586K
|
4.32K
$259K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.1K- 21.17% |
$601K - $604K
|
37.4K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.1K- 60.09% |
$605K - $608K
|
6.72K
$403K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.1K- 5.92% |
$605K - $608K
|
161K
$9.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-10.3K- 13.83% |
$616K - $619K
|
64.3K
$3.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.3K- 42.4% |
$618K - $621K
|
14.1K
$842K
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-10.9K- 4.91% |
$650K - $653K
|
211K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.9K- 3.83% |
$654K - $657K
|
275K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11K- 39.92% |
$655K - $658K
|
16.5K
$989K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-11K- 42.07% |
$657K - $660K
|
15.1K
$907K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13K- 51.72% |
$775K - $779K
|
12.1K
$726K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-13.3K- 17.56% |
$792K - $796K
|
62.2K
$3.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-13.4K- 52.14% |
$802K - $806K
|
12.3K
$739K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-14.8K- 35.97% |
$883K - $887K
|
26.3K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-14.9K- 33.62% |
$892K - $896K
|
29.5K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-17.2K- 36.97% |
$1.03M - $1.03M
|
29.3K
$1.76M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-18.6K- 7.51% |
$1.11M - $1.12M
|
229K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.4K- 57.29% |
$1.16M - $1.16M
|
14.4K
$865K
|