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 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.79K- 23.11% |
$346K - $348K
|
19.3K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-6.81K- 4.48% |
$407K - $409K
|
145K
$8.72M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-980- 2.2% |
$58.6K - $58.8K
|
43.5K
$2.61M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-18.5K- 7.78% |
$1.1M - $1.11M
|
219K
$13.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.8K+ 13.06% |
$1M - $1.01M
|
145K
$8.73M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-434- 0.71% |
$25.9K - $26.1K
|
60.8K
$3.65M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.4K+ 21.67% |
$918K - $922K
|
86.3K
$5.18M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-9.29K- 37.03% |
$556K - $558K
|
15.8K
$948K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.32K- 39.23% |
$378K - $379K
|
9.78K
$587K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
21.4K+ 73.69% |
$1.28M - $1.29M
|
50.5K
$3.03M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.2K+ 7.37% |
$1.03M - $1.03M
|
250K
$15M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
711+ 1.47% |
$42.5K - $42.7K
|
49.1K
$2.95M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-50- 0.5% |
$2.99K - $3K
|
9.9K
$594K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-117- 0.32% |
$6.99K - $7.02K
|
35.9K
$2.16M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.97K+ 435.78% |
$476K - $478K
|
9.79K
$588K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
290New |
$17.3K - $17.4K
|
290
$17.4K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.38% |
$59.8 - $60
|
265
$15.9K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.6K- 4.06% |
$1.77M - $1.77M
|
698K
$41.9M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.6K- 18.62% |
$2.19M - $2.2M
|
160K
$9.59M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
9.42K+ 33.43% |
$563K - $565K
|
37.6K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
15.9K+ 287.41% |
$950K - $954K
|
21.4K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-15.5K- 14.95% |
$925K - $929K
|
88K
$5.28M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
163New |
$9.74K - $9.78K
|
163
$9.78K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.98K+ 4.37% |
$238K - $239K
|
95.1K
$5.71M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-243- 0.96% |
$14.5K - $14.6K
|
25K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
508+ 0.72% |
$30.4K - $30.5K
|
71.2K
$4.27M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6+ 0.11% |
$359 - $360
|
5.49K
$329K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.37K- 28.49% |
$81.7K - $82.1K
|
3.43K
$206K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.21K+ 7.43% |
$132K - $133K
|
32K
$1.92M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.08K+ 5.22% |
$244K - $245K
|
82.2K
$4.93M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.07K- 13.34% |
$124K - $124K
|
13.5K
$807K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
4.21K+ 17.56% |
$252K - $253K
|
28.2K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.5K+ 15.74% |
$629K - $631K
|
77.3K
$4.64M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-380- 9.43% |
$22.7K - $22.8K
|
3.65K
$219K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18.4K- 6.69% |
$1.1M - $1.1M
|
257K
$15.4M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-334- 4.7% |
$20K - $20.1K
|
6.77K
$406K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-873- 74.87% |
$52.2K - $52.4K
|
293
$17.6K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-725- 16.63% |
$43.3K - $43.5K
|
3.63K
$218K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-760- 11.79% |
$45.4K - $45.6K
|
5.69K
$341K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.3K- 10.8% |
$257K - $258K
|
35.5K
$2.13M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
27+ 0.25% |
$1.61K - $1.62K
|
10.7K
$642K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-80- 0.22% |
$4.78K - $4.8K
|
35.6K
$2.14M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-25.2K- 43.63% |
$1.51M - $1.51M
|
32.6K
$1.95M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
283K+ 3.19% |
$16.9M - $17M
|
9.14M
$549M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-525- 0.92% |
$31.4K - $31.5K
|
56.3K
$3.38M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-474- 6.09% |
$28.3K - $28.5K
|
7.31K
$439K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-854- 4.29% |
$51.1K - $51.3K
|
19K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-15.5K- 36.88% |
$926K - $930K
|
26.5K
$1.59M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
13+ 2.39% |
$777 - $780
|
556
$33.4K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-912- 3.45% |
$54.5K - $54.7K
|
25.5K
$1.53M
|