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 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
15.4KNew |
$917K - $922K
|
15.4K
$921K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.1K- 4.01% |
$65.5K - $65.9K
|
26.2K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
14.5KNew |
$867K - $871K
|
14.5K
$871K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-937- 17.69% |
$56K - $56.2K
|
4.36K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-103- 0.58% |
$6.15K - $6.18K
|
17.5K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
51.4KNew |
$3.07M - $3.09M
|
51.4K
$3.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.63K- 18.28% |
$97.1K - $97.5K
|
7.26K
$436K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.4K+ 73.02% |
$620K - $623K
|
24.6K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
935+ 0.73% |
$55.9K - $56.1K
|
129K
$7.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27.8K- 9.16% |
$1.66M - $1.67M
|
275K
$16.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
42KNew |
$2.51M - $2.52M
|
42K
$2.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
1.1K+ 16.68% |
$65.6K - $65.9K
|
7.68K
$461K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-219K- 96.94% |
$13.1M - $13.1M
|
6.9K
$414K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-935- 7.06% |
$55.9K - $56.1K
|
12.3K
$738K
|
|
|
Feb 07, 2025
Q4 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-1.06K- 13.27% |
$63.5K - $63.8K
|
6.95K
$417K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69.2K- 4.39% |
$4.14M - $4.16M
|
1.51M
$90.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
9.63KNew |
$575K - $578K
|
9.63K
$577K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 0.66% |
$657 - $660
|
1.69K
$101K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
465KNew |
$27.8M - $27.9M
|
465K
$27.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.11K+ 1.6% |
$66.5K - $66.8K
|
70.7K
$4.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-32.3K- 51.32% |
$1.93M - $1.94M
|
30.6K
$1.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.61K- 17.69% |
$156K - $157K
|
12.1K
$728K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
27.3K+ 94.7% |
$1.63M - $1.64M
|
56.2K
$3.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
165New |
$9.86K - $9.9K
|
165
$9.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.27K+ 2.58% |
$434K - $436K
|
289K
$17.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
52New |
$3.11K - $3.12K
|
52
$3.12K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 8.16% |
$1.05M - $1.06M
|
233K
$14M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-543- 1.48% |
$32.4K - $32.6K
|
36K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
13+ 0.28% |
$777 - $780
|
4.74K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-84- 1.07% |
$5.02K - $5.04K
|
7.79K
$467K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31.3K- 13.27% |
$1.87M - $1.88M
|
205K
$12.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-411- 0.81% |
$24.6K - $24.7K
|
50K
$3M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.02K- 19.96% |
$240K - $241K
|
16.1K
$966K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.89K- 6.16% |
$113K - $113K
|
28.8K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
10.5K+ 71.47% |
$628K - $631K
|
25.2K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-125K- 21.72% |
$7.47M - $7.51M
|
451K
$27M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.29K- 5.74% |
$137K - $137K
|
37.6K
$2.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.55K+ 5.76% |
$391K - $393K
|
120K
$7.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-17.2K- 36.97% |
$1.03M - $1.03M
|
29.3K
$1.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.5K+ 113.23% |
$748K - $752K
|
23.6K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.59MNew |
$155M - $156M
|
2.59M
$155M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
245New |
$14.6K - $14.7K
|
245
$14.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
33.4KNew |
$2M - $2.01M
|
33.4K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
869+ 2.63% |
$51.9K - $52.2K
|
34K
$2.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4.72K- 2.92% |
$282K - $283K
|
157K
$9.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.05KNew |
$421K - $423K
|
7.05K
$423K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
207+ 1.66% |
$12.4K - $12.4K
|
12.6K
$758K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
873+ 297.95% |
$52.2K - $52.4K
|
1.17K
$69.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
64.7KNew |
$3.86M - $3.88M
|
64.7K
$3.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.64K+ 42.24% |
$516K - $519K
|
29.1K
$1.74M
|