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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
138K+ 41.08% |
$8.26M - $8.3M
|
476K
$28.6M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
90New |
$5.37K - $5.39K
|
90
$5.4K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-407Closed |
$24.3K - $24.4K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-233- 2.5% |
$13.9K - $14K
|
9.08K
$545K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
313+ 4.38% |
$18.7K - $18.8K
|
7.47K
$448K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-23.9K- 81.73% |
$1.43M - $1.43M
|
5.35K
$321K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-54KClosed |
$3.22M - $3.23M
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-1.63K- 19.69% |
$97.3K - $97.8K
|
6.66K
$400K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
956New |
$57K - $57.3K
|
956
$57.4K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
124New |
$7.39K - $7.43K
|
124
$7.44K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$59.6 - $59.9
|
1
$60
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-19.7K- 34.02% |
$1.17M - $1.18M
|
38.1K
$2.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
3.41K+ 52.71% |
$203K - $204K
|
9.87K
$592K
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-550- 31.88% |
$32.8K - $33K
|
1.18K
$70.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
780New |
$46.5K - $46.7K
|
780
$46.8K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-40- 27.78% |
$2.38K - $2.4K
|
104
$6.24K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.5K- 39.37% |
$149K - $150K
|
3.85K
$231K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
3.87KNew |
$231K - $232K
|
3.87K
$232K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.88KNew |
$232K - $233K
|
3.88K
$233K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-58.7K- 90.63% |
$3.5M - $3.52M
|
6.07K
$364K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
15+ 0.34% |
$894 - $899
|
4.37K
$263K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
214New |
$12.8K - $12.8K
|
214
$12.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4.41K- 24.0% |
$263K - $264K
|
14K
$838K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
235New |
$14K - $14.1K
|
235
$14.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-33- 0.78% |
$1.97K - $1.98K
|
4.21K
$252K
|
|
| Q4 2023 | |||||||
|
Apr 28, 2025
Q4 2023
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-4.94KClosed |
$294K - $296K
|
0
$0
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-74- 1.36% |
$4.4K - $4.43K
|
5.35K
$321K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
35New |
$2.08K - $2.09K
|
35
$2.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
25New |
$1.49K - $1.5K
|
25
$1.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-18.4K- 13.95% |
$1.09M - $1.1M
|
114K
$6.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-12.2K- 64.04% |
$726K - $732K
|
6.86K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.78K- 97.47% |
$344K - $346K
|
150
$9K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
26.7KNew |
$1.58M - $1.6M
|
26.7K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.1KNew |
$601K - $606K
|
10.1K
$608K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
500New |
$29.7K - $29.9K
|
500
$30K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
40New |
$2.38K - $2.39K
|
40
$2.4K
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
16.3KNew |
$969K - $976K
|
16.3K
$979K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.2K- 60.19% |
$368K - $371K
|
4.1K
$246K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-99.3K- 72.48% |
$5.9M - $5.94M
|
37.7K
$2.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-154- 4.03% |
$9.15K - $9.22K
|
3.66K
$220K
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.81K- 52.53% |
$464K - $467K
|
7.06K
$424K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-14.7K- 99.38% |
$876K - $883K
|
92
$5.52K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
14.5KNew |
$864K - $870K
|
14.5K
$872K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-500- 8.63% |
$29.7K - $29.9K
|
5.29K
$318K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-370- 28.79% |
$22K - $22.1K
|
915
$54.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.19K- 11.91% |
$130K - $131K
|
16.2K
$971K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2K- 49.67% |
$119K - $120K
|
2.03K
$122K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
303New |
$18K - $18.1K
|
303
$18.2K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
124New |
$7.37K - $7.42K
|
124
$7.44K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
97.2K+ 39.47% |
$5.78M - $5.82M
|
344K
$20.6M
|
|