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 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-997- 5.43% |
$59.6K - $59.9K
|
17.4K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
66.3K+ 211.47% |
$3.96M - $3.98M
|
97.7K
$5.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-539- 4.68% |
$32.2K - $32.4K
|
11K
$659K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.72K- 5.68% |
$103K - $104K
|
28.6K
$1.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-789- 15.82% |
$47.2K - $47.4K
|
4.2K
$252K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.65K- 8.85% |
$98.4K - $98.8K
|
16.9K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-10.8K- 4.91% |
$643K - $646K
|
208K
$12.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.43K- 1.25% |
$325K - $326K
|
431K
$25.8M
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-105- 2.63% |
$6.28K - $6.31K
|
3.89K
$234K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
68+ 0.94% |
$4.07K - $4.08K
|
7.32K
$439K
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-5.22K- 23.58% |
$312K - $314K
|
16.9K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
4.13KNew |
$247K - $248K
|
4.13K
$248K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-273- 3.95% |
$16.3K - $16.4K
|
6.63K
$398K
|
|
|
Jul 09, 2025
Q2 2025
|
Client First Investment Management LLC
West Bend, WI |
SELL
|
- |
-376- 8.12% |
$22.5K - $22.6K
|
4.26K
$255K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.34K+ 5.46% |
$140K - $140K
|
45.1K
$2.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
7.44K+ 4.36% |
$445K - $447K
|
178K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-13.6K- 4.97% |
$812K - $815K
|
259K
$15.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-122- 0.23% |
$7.3K - $7.33K
|
54.1K
$3.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
36.9K+ 668.86% |
$2.2M - $2.21M
|
42.4K
$2.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24.6KNew |
$1.47M - $1.48M
|
24.6K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6.63K- 62.52% |
$396K - $398K
|
3.97K
$238K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-638- 6.8% |
$38.2K - $38.3K
|
8.74K
$524K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
595+ 9.34% |
$35.6K - $35.7K
|
6.96K
$418K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.34K+ 21.49% |
$379K - $381K
|
35.8K
$2.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-5.95K- 93.7% |
$356K - $357K
|
400
$24K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-1.56K- 8.09% |
$93.2K - $93.6K
|
17.7K
$1.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.04K+ 3.5% |
$62.4K - $62.7K
|
30.9K
$1.85M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.82K- 0.89% |
$228K - $229K
|
423K
$25.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-56- 1.27% |
$3.35K - $3.36K
|
4.36K
$262K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
166KNew |
$9.92M - $9.97M
|
166K
$9.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-510- 5.49% |
$30.5K - $30.6K
|
8.78K
$527K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
102+ 0.82% |
$6.1K - $6.13K
|
12.6K
$756K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.65K- 25.3% |
$158K - $159K
|
7.82K
$469K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-834- 18.15% |
$49.9K - $50.1K
|
3.76K
$226K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
49.1K+ 19.99% |
$2.94M - $2.95M
|
295K
$17.7M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
750New |
$44.8K - $45K
|
750
$45K
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
5.39K+ 2.98% |
$322K - $324K
|
186K
$11.2M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
521+ 3.54% |
$31.1K - $31.3K
|
15.2K
$914K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
124+ 32.98% |
$7.41K - $7.44K
|
500
$30K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-3.2K- 28.09% |
$191K - $192K
|
8.2K
$492K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.6K- 34.2% |
$692K - $695K
|
22.3K
$1.34M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.47KNew |
$147K - $148K
|
2.47K
$148K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.08KNew |
$483K - $485K
|
8.08K
$485K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.03K- 0.55% |
$61.3K - $61.5K
|
184K
$11M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-1.65K- 23.49% |
$98.5K - $98.9K
|
5.37K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.26K- 7.11% |
$255K - $256K
|
55.7K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-28K- 8.1% |
$1.67M - $1.68M
|
318K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-48.3K- 14.1% |
$2.89M - $2.9M
|
294K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-678- 2.58% |
$40.5K - $40.7K
|
25.6K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.33K- 8.99% |
$259K - $260K
|
43.9K
$2.63M
|
|