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 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.38K+ 60.64% |
$320K - $322K
|
14.3K
$854K
|
|
| Q1 2023 | |||||||
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-861Closed |
$51.2K - $51.4K
|
0
$0
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.88KNew |
$112K - $112K
|
1.88K
$112K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
213New |
$12.7K - $12.7K
|
213
$12.8K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
533New |
$31.7K - $31.8K
|
533
$31.9K
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.43KNew |
$204K - $205K
|
3.43K
$205K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
56.2K+ 588.56% |
$3.34M - $3.36M
|
65.8K
$3.94M
|
|
|
May 15, 2023
Q1 2023
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
3.48KNew |
$207K - $207K
|
3.48K
$208K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.53K+ 9.92% |
$269K - $270K
|
50.1K
$3M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.04KNew |
$359K - $360K
|
6.04K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
950New |
$56.5K - $56.7K
|
950
$56.9K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.71% |
$297 - $299
|
712
$42.7K
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
55+ 0.68% |
$3.27K - $3.28K
|
8.2K
$491K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
102KNew |
$6.09M - $6.11M
|
102K
$6.13M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
136New |
$8.08K - $8.12K
|
136
$8.15K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
412+ 201.96% |
$24.5K - $24.6K
|
616
$36.9K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.85K- 9.62% |
$110K - $110K
|
17.4K
$1.04M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
6KNew |
$357K - $358K
|
6K
$359K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-22.1K- 32.04% |
$1.31M - $1.32M
|
46.8K
$2.8M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.51K- 29.16% |
$89.8K - $90.2K
|
3.67K
$220K
|
|
|
May 02, 2023
Q1 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-437- 8.32% |
$26K - $26.1K
|
4.82K
$289K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
5.67K+ 35.42% |
$337K - $338K
|
21.7K
$1.3M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.18KNew |
$189K - $190K
|
3.18K
$191K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-144- 1.54% |
$8.56K - $8.6K
|
9.21K
$552K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.98KNew |
$236K - $237K
|
3.98K
$238K
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.3K+ 1.14% |
$77.2K - $77.5K
|
115K
$6.88M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
14+ 0.66% |
$832 - $836
|
2.14K
$128K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-301- 7.31% |
$17.9K - $18K
|
3.81K
$228K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.15KNew |
$246K - $248K
|
4.15K
$248K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-361K- 80.39% |
$21.5M - $21.6M
|
88.1K
$5.28M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
83New |
$4.93K - $4.96K
|
83
$4.97K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-797- 88.85% |
$47.4K - $47.6K
|
100
$5.99K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-24.5K- 48.8% |
$1.45M - $1.46M
|
25.7K
$1.54M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
254+ 3.3% |
$15.1K - $15.2K
|
7.96K
$477K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
6.52KNew |
$387K - $389K
|
6.52K
$391K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
999+ 8.04% |
$59.4K - $59.6K
|
13.4K
$804K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.3KClosed |
$612K - $615K
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.92K- 34.96% |
$114K - $115K
|
3.58K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.8KNew |
$758K - $762K
|
12.8K
$766K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.6K- 65.04% |
$95.1K - $95.6K
|
862
$51.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.65K- 25.27% |
$512K - $515K
|
25.6K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8.4K+ 11.4% |
$498K - $501K
|
82.1K
$4.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4.48KNew |
$265K - $267K
|
4.48K
$268K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
33+ 0.94% |
$1.96K - $1.97K
|
3.54K
$212K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.74K- 38.63% |
$222K - $223K
|
5.95K
$356K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
601+ 100.0% |
$35.6K - $35.8K
|
1.2K
$72K
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
15.6KNew |
$927K - $932K
|
15.6K
$937K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
20KNew |
$1.19M - $1.19M
|
20K
$1.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.23K- 28.12% |
$132K - $133K
|
5.7K
$342K
|
|