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 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
107New |
$6.35K - $6.37K
|
107
$6.41K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
14.7K+ 191.35% |
$874K - $877K
|
22.4K
$1.34M
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.32K- 5.4% |
$78.2K - $78.5K
|
23.1K
$1.38M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-90Closed |
$5.34K - $5.36K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-449Closed |
$26.7K - $26.7K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-379Closed |
$22.5K - $22.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.42KClosed |
$322K - $324K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.4K- 21.25% |
$83K - $83.5K
|
5.17K
$310K
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.48KClosed |
$207K - $208K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-67.8KClosed |
$4.03M - $4.05M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.59KClosed |
$332K - $334K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5- 55.56% |
$297 - $299
|
4
$240
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-9.55KClosed |
$568K - $571K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-540- 60.07% |
$32.1K - $32.3K
|
359
$21.5K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
413New |
$24.6K - $24.7K
|
413
$24.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-65Closed |
$3.87K - $3.89K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-33KClosed |
$1.96M - $1.97M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.95KClosed |
$235K - $236K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.6K- 84.21% |
$95.2K - $95.7K
|
300
$18K
|
|
|
Apr 28, 2022
Q1 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-12.1KClosed |
$722K - $725K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.25KClosed |
$74.4K - $74.8K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.88KClosed |
$112K - $112K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
830New |
$49.4K - $49.6K
|
830
$49.7K
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-6.3KClosed |
$375K - $377K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
91New |
$5.41K - $5.44K
|
91
$5.45K
|
|
| Q4 2021 | |||||||
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.43KNew |
$205K - $205K
|
3.43K
$205K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-20.6KClosed |
$1.23M - $1.24M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-8.3KClosed |
$496K - $498K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
34New |
$2.03K - $2.04K
|
34
$2.04K
|
|
|
Feb 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-3.73KClosed |
$223K - $224K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-275Closed |
$16.4K - $16.5K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.52K- 26.44% |
$90.6K - $90.9K
|
4.22K
$253K
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-7.32KClosed |
$437K - $439K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-156Closed |
$9.33K - $9.35K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-19.2KClosed |
$1.15M - $1.15M
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-232- 2.94% |
$13.9K - $13.9K
|
7.65K
$458K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
449New |
$26.8K - $26.9K
|
449
$26.9K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.05KClosed |
$62.9K - $63K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-3.7KClosed |
$221K - $222K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-5.35KClosed |
$320K - $321K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
SELL
|
- |
-95.8KClosed |
$5.74M - $5.74M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.7KClosed |
$221K - $222K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-34.2KClosed |
$2.05M - $2.05M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.12KClosed |
$427K - $427K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
9.1KNew |
$545K - $546K
|
9.1K
$545K
|
|
|
Aug 13, 2021
Q2 2021
|
Clarity Financial LLC
|
SELL
|
- |
-6.53KClosed |
$391K - $392K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Cadence Bank Na
|
SELL
|
- |
-4.15KClosed |
$249K - $249K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.43KClosed |
$85.9K - $86K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-3.98KClosed |
$238K - $239K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-3.34KClosed |
$200K - $200K
|
0
$0
|
|