Latest Institutional Transactions on First Tr Enhanced Traded Fd Iv (FTSM)
This table provides information on the latest institutional transactions involving First Tr Enhanced Traded Fd Iv (FTSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
6.87K+ 4.91% |
$411K - $412K
|
147K
$8.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
11.4KNew |
$679K - $682K
|
11.4K
$681K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.59K- 4.27% |
$454K - $456K
|
170K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-11.7K- 26.41% |
$697K - $700K
|
32.5K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.65K+ 21.81% |
$158K - $159K
|
14.8K
$888K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.2K+ 82.39% |
$790K - $794K
|
29.3K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-112- 1.59% |
$6.7K - $6.73K
|
6.95K
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12KNew |
$720K - $723K
|
12K
$722K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.49K+ 5.46% |
$567K - $570K
|
183K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-299- 0.49% |
$17.9K - $18K
|
60.5K
$3.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.69K+ 26.55% |
$340K - $342K
|
27.1K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
143K+ 11.84% |
$8.56M - $8.6M
|
1.35M
$81.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.13K- 6.3% |
$187K - $188K
|
46.5K
$2.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.78K+ 6.16% |
$405K - $407K
|
117K
$7.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.14K+ 8.17% |
$128K - $128K
|
28.3K
$1.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-64.2K- 22.83% |
$3.84M - $3.86M
|
217K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
15.6K+ 20.75% |
$935K - $939K
|
91K
$5.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
84.7KNew |
$5.07M - $5.09M
|
84.7K
$5.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.67K- 18.57% |
$399K - $401K
|
29.3K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
262K+ 22.18% |
$15.7M - $15.7M
|
1.44M
$86.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.97K+ 148300.0% |
$177K - $178K
|
2.97K
$178K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1+ 0.0% |
$59.8 - $60.1
|
30K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1.48K+ 2.31% |
$88.6K - $89K
|
65.7K
$3.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-21- 0.21% |
$1.26K - $1.26K
|
9.93K
$596K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
205K+ 108.08% |
$12.2M - $12.3M
|
394K
$23.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.53K- 5.58% |
$211K - $212K
|
59.8K
$3.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-472- 9.8% |
$28.2K - $28.4K
|
4.35K
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-33.7K- 83.74% |
$2.02M - $2.03M
|
6.55K
$393K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
46.8K+ 839.42% |
$2.8M - $2.81M
|
52.4K
$3.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
18.6K+ 823.24% |
$1.11M - $1.12M
|
20.9K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.95KNew |
$416K - $417K
|
6.95K
$417K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-50.1K- 0.55% |
$2.99M - $3.01M
|
9.09M
$546M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-6.02K- 11.91% |
$360K - $362K
|
44.5K
$2.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
24.6K+ 28.84% |
$1.47M - $1.47M
|
110K
$6.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-11.3K- 18.11% |
$674K - $677K
|
51K
$3.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
51+ 0.36% |
$3.05K - $3.06K
|
14.4K
$861K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.58K+ 4.97% |
$94.2K - $94.7K
|
33.3K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
13.6K+ 4.2% |
$816K - $819K
|
339K
$20.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.95K- 9.29% |
$296K - $297K
|
48.3K
$2.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.94K+ 2.05% |
$295K - $297K
|
246K
$14.8M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.88K+ 20.01% |
$591K - $594K
|
59.3K
$3.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18.1K- 28.85% |
$1.08M - $1.09M
|
44.7K
$2.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.8K+ 26.22% |
$882K - $886K
|
71K
$4.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-3.9K- 21.21% |
$233K - $234K
|
14.5K
$869K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.39K- 1.0% |
$143K - $143K
|
236K
$14.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-59- 10.17% |
$3.53K - $3.54K
|
521
$31.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
35.7K+ 18.8% |
$2.14M - $2.15M
|
226K
$13.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
115+ 0.68% |
$6.88K - $6.91K
|
17.1K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
49.4K+ 33.99% |
$2.95M - $2.97M
|
195K
$11.7M
|