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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2021
Q1 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-500Closed |
$30K - $30K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Prism Advisors, Inc.
|
SELL
|
- |
-168KClosed |
$10.1M - $10.1M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 14, 2024
Q4 2020
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-11KClosed |
$662K - $663K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Edge Capital Group, LLC
|
SELL
|
- |
-9.18KClosed |
$551K - $552K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-337KClosed |
$20.2M - $20.3M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-19Closed |
$1.14K - $1.14K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-275Closed |
$16.5K - $16.5K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-2.76KClosed |
$166K - $166K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-860Closed |
$51.6K - $51.7K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-12KClosed |
$719K - $720K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.7KClosed |
$222K - $222K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-414Closed |
$24.8K - $24.9K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.49KClosed |
$269K - $270K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-3.83KClosed |
$230K - $230K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-878Closed |
$52.7K - $52.8K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-9.66KClosed |
$580K - $581K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-11.8KClosed |
$708K - $709K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-3.06KClosed |
$184K - $184K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-76.4K- 56.5% |
$4.51M - $4.59M
|
58.8K
$3.53M
|
|
|
Aug 20, 2020
Q2 2020
|
Cypress Capital, LLC
|
SELL
|
- |
-10.6KClosed |
$628K - $639K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-107Closed |
$6.32K - $6.43K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.41KClosed |
$83.1K - $84.6K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Argi Investment Services, LLC
|
SELL
|
- |
-5.23KClosed |
$309K - $314K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-7.08KClosed |
$418K - $425K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-6.95KClosed |
$410K - $418K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Rda Financial Network
|
SELL
|
- |
-15.7KClosed |
$926K - $943K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2024
Q1 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-265Closed |
$15.3K - $16K
|
0
$0
|
|
|
May 27, 2020
Q1 2020
|
Coldstream Capital Management Inc
|
SELL
|
- |
-10.5KClosed |
$609K - $635K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-10.5KClosed |
$606K - $632K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-320KClosed |
$18.5M - $19.3M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Kingfisher Capital LLC
|
SELL
|
- |
-4.16KClosed |
$240K - $251K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-13.4KClosed |
$774K - $807K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Sargent Investment Group, LLC
|
SELL
|
- |
-9.15KClosed |
$528K - $551K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-7.06KClosed |
$407K - $425K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-44.7KClosed |
$2.58M - $2.69M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Planning Alternatives LTD
|
SELL
|
- |
-825KClosed |
$47.6M - $49.7M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-14.7KClosed |
$850K - $887K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-66Closed |
$3.81K - $3.97K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-833Closed |
$48.1K - $50.2K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-4.99KClosed |
$288K - $300K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Iron Financial, LLC
|
SELL
|
- |
-195KClosed |
$11.3M - $11.8M
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Arden Trust CO
|
SELL
|
- |
-9.93KClosed |
$573K - $598K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Aug 13, 2024
Q4 2019
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-450- 36.73% |
$27K - $27.1K
|
775
$46.5K
|
|
|
Feb 26, 2020
Q4 2019
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-3.5KClosed |
$210K - $210K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-80Closed |
$4.8K - $4.81K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Horan Securities, Inc.
|
SELL
|
- |
-323Closed |
$19.4K - $19.4K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-3.57KClosed |
$214K - $215K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-105Closed |
$6.31K - $6.32K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Donald L. Hagan, LLC
|
SELL
|
- |
-70.8KClosed |
$4.25M - $4.26M
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.4KClosed |
$204K - $205K
|
0
$0
|
|