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 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
595+ 16.44% |
$35.6K - $35.7K
|
4.21K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-278K- 33.16% |
$16.6M - $16.7M
|
560K
$33.6M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-10.1K- 41.49% |
$606K - $609K
|
14.3K
$858K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.18K+ 11.87% |
$310K - $311K
|
48.8K
$2.93M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-8.39K- 54.28% |
$502K - $504K
|
7.07K
$424K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-10.7K- 12.41% |
$639K - $641K
|
75.4K
$4.52M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.6K+ 4.57% |
$455K - $456K
|
174K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.6KNew |
$1.29M - $1.3M
|
21.6K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
9.56K+ 12.82% |
$572K - $574K
|
84.2K
$5.05M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
217+ 3.2% |
$13K - $13K
|
7K
$420K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.75K+ 20.99% |
$105K - $105K
|
10.1K
$605K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-1.3K- 21.47% |
$77.9K - $78.2K
|
4.77K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.55K- 7.83% |
$152K - $153K
|
30K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.5K- 19.37% |
$808K - $812K
|
56.3K
$3.38M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-183KClosed |
$11M - $11M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
6.25KNew |
$374K - $375K
|
6.25K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-11.4K- 17.63% |
$682K - $684K
|
53.3K
$3.2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-5.75K- 4.16% |
$344K - $345K
|
133K
$7.96M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.41K- 6.68% |
$323K - $325K
|
75.5K
$4.53M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
130K+ 9.39% |
$7.8M - $7.83M
|
1.52M
$91.2M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.42K- 3.56% |
$145K - $145K
|
65.6K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.05M+ 822.24% |
$62.9M - $63.2M
|
1.18M
$70.9M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
50.8K+ 35.41% |
$3.03M - $3.05M
|
194K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.2KNew |
$132K - $132K
|
2.2K
$132K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-37.2K- 12.61% |
$2.23M - $2.23M
|
258K
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-50- 96.15% |
$2.99K - $3K
|
2
$120
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.8K+ 38.6% |
$826K - $830K
|
49.6K
$2.98M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-215K- 2.87% |
$12.8M - $12.9M
|
7.27M
$436M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
14KNew |
$839K - $843K
|
14K
$842K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
19.2K+ 193.95% |
$1.15M - $1.15M
|
29.1K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.49K- 19.67% |
$88.9K - $89.3K
|
6.07K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.42K- 20.13% |
$84.8K - $85.2K
|
5.63K
$338K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.28K+ 48.19% |
$76.4K - $76.7K
|
3.93K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.32K+ 14.06% |
$198K - $199K
|
26.9K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.68K- 28.03% |
$100K - $101K
|
4.3K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
100+ 1.23% |
$5.98K - $6K
|
8.26K
$496K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.33K- 2.09% |
$139K - $140K
|
110K
$6.57M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-625- 8.93% |
$37.4K - $37.5K
|
6.37K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
55.3K+ 5.87% |
$3.31M - $3.32M
|
998K
$59.9M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-904- 1.3% |
$54K - $54.3K
|
68.5K
$4.11M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.21KNew |
$311K - $313K
|
5.21K
$313K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.7K+ 44.29% |
$281K - $282K
|
15.3K
$919K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-505K- 13.08% |
$30.2M - $30.3M
|
3.36M
$201M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
130+ 0.77% |
$7.77K - $7.8K
|
17K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
600K+ 23.15% |
$35.9M - $36M
|
3.19M
$192M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-463- 2.81% |
$27.7K - $27.8K
|
16K
$962K
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-28- 0.06% |
$1.67K - $1.68K
|
50K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
10.4K+ 4.93% |
$620K - $623K
|
221K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15.5K- 7.58% |
$928K - $931K
|
189K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.27K+ 14.29% |
$75.9K - $76.2K
|
10.2K
$609K
|