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
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19.4K- 99.86% |
$1.16M - $1.16M
|
27
$1.62K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20.4K- 12.72% |
$1.22M - $1.23M
|
140K
$8.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.8K- 12.64% |
$1.24M - $1.25M
|
143K
$8.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-21.3K- 10.85% |
$1.27M - $1.28M
|
175K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.5K- 19.29% |
$1.4M - $1.41M
|
98.1K
$5.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-25.9K- 9.85% |
$1.55M - $1.56M
|
237K
$14.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27.8K- 9.16% |
$1.66M - $1.67M
|
275K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.3K- 63.54% |
$1.69M - $1.7M
|
16.2K
$973K
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-28.5K- 3.24% |
$1.7M - $1.71M
|
853K
$51.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-30.4K- 40.68% |
$1.81M - $1.82M
|
44.3K
$2.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31.3K- 13.27% |
$1.87M - $1.88M
|
205K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-32.3K- 51.32% |
$1.93M - $1.94M
|
30.6K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-33.2K- 21.17% |
$1.99M - $2M
|
124K
$7.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33.2K- 15.36% |
$1.99M - $2M
|
183K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-33.9K- 20.13% |
$2.03M - $2.04M
|
135K
$8.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-37.3K- 30.26% |
$2.23M - $2.24M
|
86K
$5.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-41.1K- 85.14% |
$2.46M - $2.47M
|
7.18K
$430K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-41.3K- 12.27% |
$2.47M - $2.48M
|
295K
$17.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-41.4K- 75.24% |
$2.48M - $2.49M
|
13.6K
$817K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-45.6K- 9.03% |
$2.73M - $2.74M
|
460K
$27.5M
|
|
|
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 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-54.3K- 49.39% |
$3.24M - $3.26M
|
55.6K
$3.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-59.2K- 16.32% |
$3.53M - $3.55M
|
303K
$18.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-60.3K- 30.34% |
$3.6M - $3.62M
|
138K
$8.3M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-68.1K- 23.73% |
$4.07M - $4.09M
|
219K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-68.6K- 16.56% |
$4.1M - $4.12M
|
346K
$20.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69.2K- 4.39% |
$4.14M - $4.16M
|
1.51M
$90.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-71.9K- 11.85% |
$4.29M - $4.31M
|
535K
$32M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-85.6K- 30.35% |
$5.11M - $5.14M
|
196K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-90.5K- 0.73% |
$5.41M - $5.43M
|
12.2M
$733M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-90.7K- 41.35% |
$5.42M - $5.44M
|
129K
$7.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-95.5K- 3.92% |
$5.7M - $5.73M
|
2.34M
$140M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-116KClosed |
$6.91M - $6.94M
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-125K- 21.72% |
$7.47M - $7.51M
|
451K
$27M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-134K- 11.45% |
$8.03M - $8.06M
|
1.04M
$62.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-145K- 1.9% |
$8.66M - $8.7M
|
7.48M
$448M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-181K- 6.86% |
$10.8M - $10.9M
|
2.46M
$147M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-184K- 15.32% |
$11M - $11M
|
1.02M
$60.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-215K- 27.58% |
$12.8M - $12.9M
|
564K
$33.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-219K- 96.94% |
$13.1M - $13.1M
|
6.9K
$413K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-635K- 43.12% |
$37.9M - $38.1M
|
837K
$50.2M
|