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 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
8.74KNew |
$522K - $524K
|
8.74K
$524K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-673- 0.35% |
$40.2K - $40.4K
|
194K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.7K+ 144.16% |
$816K - $820K
|
23.1K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-65.9K- 2.68% |
$3.94M - $3.96M
|
2.39M
$143M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.08M+ 1243.88% |
$64.5M - $64.8M
|
1.17M
$69.9M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-840- 5.17% |
$50.2K - $50.4K
|
15.4K
$924K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
164K+ 10.06% |
$9.83M - $9.87M
|
1.8M
$108M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.43K+ 857.49% |
$85.6K - $86K
|
1.6K
$95.9K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-861- 3.6% |
$51.5K - $51.7K
|
23.1K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
762+ 1.63% |
$45.6K - $45.7K
|
47.4K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-9.34K- 55.94% |
$558K - $561K
|
7.36K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2KNew |
$120K - $120K
|
2K
$120K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.19K+ 17.31% |
$131K - $131K
|
14.8K
$890K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-38.2K- 17.0% |
$2.28M - $2.29M
|
186K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.39K+ 3.6% |
$143K - $143K
|
68.7K
$4.12M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.17M+ 9.57% |
$69.9M - $70.2M
|
13.4M
$804M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-21K- 90.28% |
$1.26M - $1.26M
|
2.26K
$136K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-9.38K- 62.73% |
$561K - $563K
|
5.57K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.01K+ 25.94% |
$180K - $180K
|
14.6K
$875K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
143+ 2.44% |
$8.55K - $8.58K
|
5.99K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.48K- 11.55% |
$88.2K - $88.5K
|
11.3K
$678K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
932New |
$55.7K - $55.9K
|
932
$55.9K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
37New |
$2.21K - $2.22K
|
37
$2.22K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-3.68K- 48.34% |
$220K - $221K
|
3.93K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-3.26K- 36.15% |
$195K - $196K
|
5.76K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.48K+ 2.36% |
$388K - $389K
|
281K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.01K+ 16.29% |
$419K - $421K
|
50K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-33K- 27.46% |
$1.97M - $1.98M
|
87.2K
$5.23M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-217K- 42.89% |
$13M - $13M
|
289K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.48KNew |
$447K - $449K
|
7.48K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
161KNew |
$9.61M - $9.65M
|
161K
$9.64M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.06K- 6.42% |
$63.4K - $63.6K
|
15.4K
$927K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-29.6K- 21.36% |
$1.77M - $1.78M
|
109K
$6.53M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.07% |
$239 - $240
|
5.91K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
298K+ 12.75% |
$17.8M - $17.9M
|
2.64M
$158M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-83.7K- 14.84% |
$5M - $5.02M
|
480K
$28.8M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-50- 0.22% |
$2.99K - $3K
|
22.3K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.9KNew |
$710K - $713K
|
11.9K
$713K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
2.69K+ 17.01% |
$161K - $161K
|
18.5K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-4.64K- 38.21% |
$277K - $278K
|
7.5K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1K- 5.16% |
$59.8K - $60K
|
18.4K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
27.4K+ 38.33% |
$1.64M - $1.64M
|
98.9K
$5.93M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11K+ 33.22% |
$658K - $661K
|
44.1K
$2.65M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.64K- 63.38% |
$517K - $519K
|
4.99K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
11K+ 40.67% |
$657K - $660K
|
38K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16.4K+ 10.45% |
$981K - $985K
|
173K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.82K- 5.3% |
$467K - $469K
|
140K
$8.38M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38.6K- 12.73% |
$2.31M - $2.32M
|
265K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.96KNew |
$416K - $418K
|
6.96K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
53.3K+ 379.19% |
$3.19M - $3.2M
|
67.3K
$4.04M
|