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 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
423+ 1566.67% |
$25.3K - $25.4K
|
450
$27K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.74K- 7.32% |
$164K - $165K
|
34.7K
$2.08M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-7K- 45.46% |
$418K - $420K
|
8.4K
$504K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.61K+ 43.17% |
$575K - $577K
|
31.9K
$1.91M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.7K- 0.33% |
$2.67M - $2.68M
|
13.3M
$801M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.4K+ 10.4% |
$681K - $684K
|
121K
$7.25M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
116KNew |
$6.91M - $6.94M
|
116K
$6.93M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-244- 1.54% |
$14.6K - $14.7K
|
15.6K
$934K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.1K+ 39.51% |
$842K - $846K
|
49.7K
$2.98M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4.1K+ 82.0% |
$245K - $246K
|
9.1K
$546K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.49K+ 5.46% |
$268K - $270K
|
86.7K
$5.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.48K- 1.86% |
$208K - $209K
|
183K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.31K- 9.74% |
$78.4K - $78.8K
|
12.1K
$729K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.02KNew |
$240K - $242K
|
4.02K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-30.7K- 45.8% |
$1.83M - $1.84M
|
36.3K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.41K+ 3.18% |
$144K - $144K
|
78K
$4.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-250- 3.48% |
$15K - $15K
|
6.93K
$416K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.89K+ 16.85% |
$233K - $234K
|
27K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
23+ 0.34% |
$1.38K - $1.38K
|
6.79K
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.67K+ 3.34% |
$578K - $581K
|
299K
$17.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
82.9K+ 8.31% |
$4.96M - $4.98M
|
1.08M
$64.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.54K- 33.85% |
$152K - $153K
|
4.96K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.95K- 13.55% |
$236K - $237K
|
25.2K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.44K- 9.76% |
$325K - $327K
|
50.3K
$3.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-419K- 23.29% |
$25.1M - $25.2M
|
1.38M
$82.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
2.83K+ 38.44% |
$169K - $170K
|
10.2K
$611K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-75.9K- 2.26% |
$4.54M - $4.56M
|
3.28M
$197M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.7K- 46.07% |
$637K - $640K
|
12.5K
$749K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.38K+ 5.03% |
$143K - $143K
|
49.8K
$2.99M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.3K+ 11.31% |
$1.99M - $2M
|
327K
$19.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-58.1K- 29.9% |
$3.47M - $3.49M
|
136K
$8.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-695- 7.96% |
$41.6K - $41.7K
|
8.04K
$482K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.46K+ 0.02% |
$87.4K - $87.8K
|
7.27M
$436M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.01% |
$299 - $300
|
50K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-4.84K- 21.66% |
$289K - $291K
|
17.5K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
113KNew |
$6.75M - $6.78M
|
113K
$6.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
64.2KNew |
$3.84M - $3.86M
|
64.2K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.15K+ 121.41% |
$129K - $129K
|
3.92K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.16K- 2.67% |
$69.4K - $69.7K
|
42.3K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
48New |
$2.87K - $2.88K
|
48
$2.88K
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-12.4K- 8.96% |
$743K - $747K
|
126K
$7.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-605K- 18.96% |
$36.2M - $36.4M
|
2.59M
$155M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16K- 6.05% |
$958K - $963K
|
249K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.54K- 96.19% |
$92K - $92.4K
|
61
$3.66K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.22K+ 117.45% |
$492K - $494K
|
15.2K
$913K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
290K+ 661.22% |
$17.4M - $17.4M
|
334K
$20M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
159+ 2.65% |
$9.51K - $9.55K
|
6.15K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
111KNew |
$6.61M - $6.64M
|
111K
$6.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
14.3K+ 17.03% |
$857K - $861K
|
98.5K
$5.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
110K+ 4.6% |
$6.58M - $6.61M
|
2.5M
$150M
|