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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
2.8K+ 8.91% |
$167K - $168K
|
34.2K
$2.05M
|
|
|
Oct 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
3.11K+ 79.96% |
$186K - $187K
|
7.01K
$421K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.28K+ 3.69% |
$76.6K - $76.9K
|
36K
$2.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-215- 1.6% |
$12.9K - $12.9K
|
13.2K
$795K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
SELL
|
- |
-141K- 25.17% |
$8.43M - $8.47M
|
419K
$25.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.28K+ 8.67% |
$76.5K - $76.9K
|
16K
$962K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-35.2K- 83.02% |
$2.1M - $2.11M
|
7.19K
$432K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.2K+ 1.88% |
$132K - $132K
|
119K
$7.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-144K- 49.97% |
$8.61M - $8.65M
|
144K
$8.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
43+ 0.4% |
$2.57K - $2.58K
|
10.8K
$648K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-13.6K- 26.56% |
$815K - $819K
|
37.7K
$2.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
9.15K+ 47.53% |
$547K - $550K
|
28.4K
$1.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-5.12K- 45.06% |
$306K - $308K
|
6.24K
$375K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.7K- 48.84% |
$697K - $701K
|
12.2K
$733K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-372- 3.3% |
$22.2K - $22.4K
|
10.9K
$655K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-329- 0.88% |
$19.7K - $19.8K
|
37K
$2.22M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
44+ 0.28% |
$2.63K - $2.64K
|
15.6K
$936K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.2K- 3.53% |
$909K - $914K
|
415K
$24.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
810+ 1.68% |
$48.4K - $48.7K
|
49.1K
$2.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.26K- 31.15% |
$135K - $136K
|
4.99K
$300K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-250- 3.68% |
$15K - $15K
|
6.55K
$393K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.88KNew |
$113K - $113K
|
1.88K
$113K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.81K+ 7.16% |
$108K - $109K
|
27.1K
$1.63M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
865+ 2.36% |
$51.7K - $52K
|
37.6K
$2.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-58.8K- 37.86% |
$3.52M - $3.54M
|
96.5K
$5.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
295K+ 18.81% |
$17.6M - $17.7M
|
1.86M
$112M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
117KNew |
$6.98M - $7.02M
|
117K
$7.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.61K+ 30.9% |
$96.5K - $97K
|
6.83K
$410K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-7.13K- 98.34% |
$426K - $428K
|
120
$7.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-327- 4.51% |
$19.6K - $19.7K
|
6.93K
$416K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 7.52% |
$12K - $12K
|
2.46K
$148K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.14K- 0.34% |
$128K - $128K
|
626K
$37.6M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 20.93% |
$91.6K - $92K
|
5.78K
$347K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
12New |
$718 - $721
|
12
$720
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.46K- 15.95% |
$207K - $208K
|
18.2K
$1.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.13K+ 5.27% |
$307K - $308K
|
102K
$6.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-818- 2.37% |
$48.9K - $49.2K
|
33.7K
$2.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-4.63K- 27.28% |
$277K - $278K
|
12.3K
$741K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
828+ 2.49% |
$49.5K - $49.8K
|
34.1K
$2.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
10.6K+ 6.8% |
$637K - $640K
|
167K
$10M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
332+ 2.89% |
$19.9K - $20K
|
11.8K
$709K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
515+ 1.38% |
$30.8K - $31K
|
37.7K
$2.26M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-47- 0.94% |
$2.81K - $2.83K
|
4.94K
$297K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.33K+ 1.38% |
$79.7K - $80.1K
|
98.1K
$5.89M
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1.35K- 26.02% |
$80.5K - $80.9K
|
3.83K
$230K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-7.97K- 11.19% |
$477K - $479K
|
63.3K
$3.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-15.5K- 23.59% |
$926K - $930K
|
50.1K
$3.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-1.67K- 29.19% |
$99.6K - $100K
|
4.04K
$243K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
591New |
$35.3K - $35.5K
|
591
$35.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.92K- 9.46% |
$414K - $416K
|
66.2K
$3.98M
|