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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19.4K- 99.86% |
$1.16M - $1.16M
|
27
$1.62K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-200- 1.32% |
$11.9K - $12K
|
15K
$899K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
193New |
$11.5K - $11.6K
|
193
$11.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-166- 1.11% |
$9.92K - $9.96K
|
14.8K
$887K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-48.1K- 45.44% |
$2.87M - $2.89M
|
57.8K
$3.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-536- 5.53% |
$32K - $32.2K
|
9.16K
$549K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
277+ 0.22% |
$16.5K - $16.6K
|
129K
$7.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-5.56K- 2.68% |
$332K - $334K
|
202K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
512+ 0.53% |
$30.6K - $30.7K
|
96.5K
$5.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
105K+ 891.05% |
$6.28M - $6.31M
|
117K
$7.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-261- 5.55% |
$15.6K - $15.7K
|
4.44K
$266K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 1.53% |
$358 - $360
|
397
$23.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.6K- 7.56% |
$215K - $216K
|
44K
$2.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-2.24K- 2.09% |
$134K - $134K
|
105K
$6.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-471- 4.79% |
$28.1K - $28.3K
|
9.37K
$561K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.8KNew |
$1.13M - $1.13M
|
18.8K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-71.9K- 11.85% |
$4.29M - $4.31M
|
535K
$32M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
27.4K+ 21.37% |
$1.63M - $1.64M
|
155K
$9.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.1K- 60.09% |
$605K - $608K
|
6.72K
$403K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
24.1K+ 12.92% |
$1.44M - $1.44M
|
210K
$12.6M
|
|
|
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
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.4K+ 123.56% |
$680K - $683K
|
20.6K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-297- 3.11% |
$17.7K - $17.8K
|
9.27K
$555K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.86K- 22.95% |
$230K - $231K
|
12.9K
$775K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.66KNew |
$159K - $160K
|
2.66K
$159K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.39K- 32.42% |
$83.1K - $83.5K
|
2.9K
$174K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.3K+ 8.14% |
$1.99M - $2M
|
443K
$26.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.26K- 6.9% |
$75.4K - $75.8K
|
17K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
50.4K+ 80.61% |
$3.01M - $3.03M
|
113K
$6.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
905+ 2.59% |
$54.1K - $54.3K
|
35.9K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.22K+ 4.91% |
$192K - $193K
|
68.8K
$4.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15.2K+ 32.04% |
$910K - $915K
|
62.8K
$3.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.01K+ 17.66% |
$180K - $181K
|
20K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
10.6K+ 6.22% |
$633K - $636K
|
181K
$10.8M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-68.1K- 23.73% |
$4.07M - $4.09M
|
219K
$13.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-2.48K- 14.0% |
$148K - $149K
|
15.2K
$911K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-919- 3.29% |
$54.9K - $55.2K
|
27K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-425- 3.3% |
$25.4K - $25.5K
|
12.5K
$746K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.7K+ 59.21% |
$699K - $703K
|
31.5K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-952- 31.59% |
$56.9K - $57.1K
|
2.06K
$124K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-8.49K- 53.82% |
$507K - $510K
|
7.29K
$437K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.78K+ 78.57% |
$345K - $347K
|
13.1K
$787K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
9.32K+ 4.5% |
$557K - $560K
|
217K
$13M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.62K- 13.45% |
$276K - $277K
|
29.7K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.54K+ 22.1% |
$211K - $212K
|
19.5K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
498+ 11.38% |
$29.8K - $29.9K
|
4.87K
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
315KNew |
$18.8M - $18.9M
|
315K
$18.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.7K+ 52.36% |
$1.3M - $1.3M
|
63.1K
$3.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
20.5K+ 10.0% |
$1.22M - $1.23M
|
225K
$13.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-65- 0.2% |
$3.88K - $3.9K
|
33K
$1.98M
|