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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.23K- 28.12% |
$132K - $133K
|
5.7K
$342K
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.58KNew |
$331K - $333K
|
5.58K
$335K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-101- 1.13% |
$5.99K - $6.02K
|
8.86K
$531K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-740- 4.6% |
$43.9K - $44.1K
|
15.3K
$920K
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
SELL
|
- |
-7.17K- 54.14% |
$425K - $427K
|
6.07K
$364K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
35.1KNew |
$2.08M - $2.09M
|
35.1K
$2.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
500New |
$29.6K - $29.8K
|
500
$30K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
153New |
$9.07K - $9.12K
|
153
$9.17K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.71KNew |
$457K - $459K
|
7.71K
$462K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.23K+ 20.69% |
$72.9K - $73.3K
|
7.18K
$430K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-27- 0.41% |
$1.6K - $1.61K
|
6.57K
$394K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-231- 91.3% |
$13.7K - $13.8K
|
22
$1.32K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 1.06% |
$296 - $298
|
477
$28.6K
|
|
| Q3 2022 | |||||||
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.75KNew |
$222K - $223K
|
3.75K
$225K
|
|
|
Jan 26, 2023
Q3 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
39.5KNew |
$2.34M - $2.35M
|
39.5K
$2.37M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
20KNew |
$1.19M - $1.19M
|
20K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.19KNew |
$308K - $309K
|
5.19K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
52New |
$3.08K - $3.09K
|
52
$3.12K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
163KNew |
$9.66M - $9.69M
|
163K
$9.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8.41KNew |
$499K - $501K
|
8.41K
$504K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
157K+ 75.72% |
$9.3M - $9.33M
|
364K
$21.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-477- 10.24% |
$28.3K - $28.4K
|
4.18K
$251K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-8.9K- 67.86% |
$528K - $530K
|
4.22K
$253K
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-382- 2.36% |
$22.7K - $22.7K
|
15.8K
$946K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-29K- 87.13% |
$1.72M - $1.73M
|
4.29K
$257K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
23.9KNew |
$1.42M - $1.42M
|
23.9K
$1.43M
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-4.61K- 14.15% |
$273K - $274K
|
27.9K
$1.68M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
42.7KNew |
$2.53M - $2.54M
|
42.7K
$2.56M
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-52- 0.12% |
$3.08K - $3.09K
|
44.4K
$2.66M
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-572- 6.97% |
$33.9K - $34K
|
7.64K
$458K
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
39+ 0.4% |
$2.31K - $2.32K
|
9.7K
$581K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
5.7KNew |
$338K - $339K
|
5.7K
$342K
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
84.9KNew |
$5.04M - $5.05M
|
84.9K
$5.09M
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.69K- 44.04% |
$100K - $100K
|
2.14K
$128K
|
|
| Q2 2022 | |||||||
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-1.41K- 11.89% |
$83.6K - $83.9K
|
10.4K
$626K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-63.6KClosed |
$3.78M - $3.79M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.91K- 4.82% |
$114K - $114K
|
37.8K
$2.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-34Closed |
$2.02K - $2.03K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.03% |
$119 - $119
|
7.04K
$422K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-53Closed |
$3.15K - $3.16K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
25.2KNew |
$1.5M - $1.5M
|
25.2K
$1.51M
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4New |
$238 - $238
|
4
$240
|
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-2.15K- 1.33% |
$128K - $128K
|
160K
$9.57M
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-69.9KClosed |
$4.15M - $4.17M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
445New |
$26.4K - $26.5K
|
445
$26.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-6.83KClosed |
$406K - $407K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
12.6KNew |
$749K - $752K
|
12.6K
$756K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-41.2KClosed |
$2.45M - $2.45M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-1.01K- 22.69% |
$59.9K - $60K
|
3.44K
$206K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-37Closed |
$2.2K - $2.2K
|
0
$0
|
|