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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
250+ 1666.67% |
$15K - $15K
|
265
$15.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
65+ 1.11% |
$3.89K - $3.9K
|
5.92K
$355K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.23K+ 11.64% |
$73.6K - $73.9K
|
11.8K
$707K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20.6KNew |
$1.23M - $1.24M
|
20.6K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.21K+ 3.22% |
$132K - $133K
|
71K
$4.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
SELL
|
- |
-861- 4.66% |
$51.5K - $51.7K
|
17.6K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
108K+ 59.77% |
$6.44M - $6.47M
|
288K
$17.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
186K+ 919.53% |
$11.1M - $11.2M
|
206K
$12.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-597- 9.23% |
$35.7K - $35.9K
|
5.87K
$352K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
44K+ 604.23% |
$2.63M - $2.65M
|
51.3K
$3.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
168+ 3.93% |
$10K - $10.1K
|
4.44K
$266K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-61K- 53.47% |
$3.65M - $3.66M
|
53.1K
$3.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.6K- 19.57% |
$1.41M - $1.42M
|
97.2K
$5.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-340- 17.91% |
$20.3K - $20.4K
|
1.56K
$93.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
4.28K+ 22.25% |
$256K - $257K
|
23.5K
$1.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
16.5K+ 3.18% |
$988K - $993K
|
537K
$32.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-1.76K- 5.31% |
$105K - $106K
|
31.4K
$1.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.19K+ 19.86% |
$191K - $192K
|
19.3K
$1.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
17K+ 16.06% |
$1.01M - $1.02M
|
123K
$7.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-237K- 18.42% |
$14.2M - $14.2M
|
1.05M
$62.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
104+ 0.93% |
$6.22K - $6.25K
|
11.3K
$675K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
17+ 0.28% |
$1.02K - $1.02K
|
6.09K
$364K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 1.25% |
$299 - $300
|
405
$24.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2.58K- 13.18% |
$154K - $155K
|
17K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-6.67K- 18.57% |
$399K - $401K
|
29.3K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
151K+ 31.5% |
$9M - $9.04M
|
628K
$37.6M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
65.7K+ 198.69% |
$3.93M - $3.95M
|
98.7K
$5.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
16.4K+ 6.43% |
$978K - $983K
|
271K
$16.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
16.7K+ 320.64% |
$998K - $1M
|
21.9K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-228- 1.14% |
$13.6K - $13.7K
|
19.8K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-14K- 11.35% |
$840K - $844K
|
110K
$6.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.09% |
$299 - $300
|
5.48K
$328K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-750- 3.29% |
$44.9K - $45.1K
|
22.1K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-348- 0.94% |
$20.8K - $20.9K
|
36.7K
$2.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-6.15K- 42.36% |
$368K - $369K
|
8.37K
$501K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-24- 0.6% |
$1.44K - $1.44K
|
4K
$239K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
332+ 7.13% |
$19.9K - $19.9K
|
4.99K
$299K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-76- 0.1% |
$4.54K - $4.57K
|
72.6K
$4.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-419- 10.57% |
$25.1K - $25.2K
|
3.54K
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-5.81K- 3.58% |
$348K - $349K
|
157K
$9.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
42.1K+ 213.37% |
$2.52M - $2.53M
|
61.8K
$3.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
47+ 0.63% |
$2.81K - $2.82K
|
7.45K
$446K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
295+ 6.93% |
$17.6K - $17.7K
|
4.55K
$272K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
141New |
$8.43K - $8.47K
|
141
$8.44K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-64.8K- 53.61% |
$3.88M - $3.89M
|
56.1K
$3.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.25K- 9.34% |
$135K - $135K
|
21.9K
$1.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.68K+ 6.94% |
$100K - $101K
|
25.9K
$1.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
49.5KNew |
$2.96M - $2.97M
|
49.5K
$2.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-997- 5.43% |
$59.6K - $59.9K
|
17.4K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-789- 15.82% |
$47.2K - $47.4K
|
4.2K
$251K
|