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 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-66- 0.46% |
$3.95K - $3.96K
|
14.4K
$862K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
16.5KNew |
$986K - $990K
|
16.5K
$989K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
31+ 0.25% |
$1.85K - $1.86K
|
12.3K
$739K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-99- 0.27% |
$5.92K - $5.94K
|
35.9K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-542- 1.0% |
$32.4K - $32.5K
|
53.8K
$3.23M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.61K+ 4.06% |
$156K - $157K
|
66.9K
$4.02M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-2.35K- 16.12% |
$140K - $141K
|
12.2K
$733K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
372+ 1.48% |
$22.2K - $22.3K
|
25.6K
$1.53M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
19.5KNew |
$1.16M - $1.17M
|
19.5K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-131K- 29.15% |
$7.86M - $7.89M
|
319K
$19.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-84.4K- 5.51% |
$5.04M - $5.06M
|
1.45M
$86.9M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.03K- 0.36% |
$61.4K - $61.7K
|
288K
$17.3M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.53K- 7.3% |
$91.4K - $91.8K
|
19.4K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-1.26K- 11.23% |
$75.3K - $75.6K
|
9.95K
$597K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.07K+ 1.74% |
$243K - $244K
|
239K
$14.3M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
55.9K+ 4.96% |
$3.34M - $3.36M
|
1.18M
$71M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-11K- 9.44% |
$660K - $663K
|
106K
$6.36M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.2K+ 13.04% |
$848K - $852K
|
123K
$7.38M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.9K+ 61.91% |
$1.13M - $1.13M
|
49.4K
$2.96M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-404- 5.44% |
$24.2K - $24.3K
|
7.02K
$421K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
417K+ 118.18% |
$24.9M - $25M
|
770K
$46.2M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4.71KNew |
$282K - $283K
|
4.71K
$283K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-27.4K- 13.01% |
$1.64M - $1.65M
|
183K
$11M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-21.9K- 80.81% |
$1.31M - $1.31M
|
5.2K
$312K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-121- 7.18% |
$7.23K - $7.26K
|
1.57K
$93.9K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.08K- 2.88% |
$64.8K - $65.1K
|
36.5K
$2.19M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.34KNew |
$200K - $201K
|
3.34K
$201K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-46.1K- 10.03% |
$2.76M - $2.77M
|
414K
$24.8M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
622+ 0.36% |
$37.2K - $37.3K
|
172K
$10.3M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
4.78K+ 65.65% |
$286K - $287K
|
12.1K
$724K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.97K- 6.33% |
$117K - $118K
|
29.1K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
183New |
$10.9K - $11K
|
183
$11K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-4.37K- 7.77% |
$261K - $262K
|
51.8K
$3.11M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.6K- 8.11% |
$95.6K - $96K
|
18.1K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
161+ 0.16% |
$9.62K - $9.66K
|
98.3K
$5.9M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
56.9K+ 33.66% |
$3.4M - $3.42M
|
226K
$13.6M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2- 13.33% |
$120 - $120
|
13
$780
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-323- 68.29% |
$19.3K - $19.4K
|
150
$9K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-17.2K- 21.68% |
$1.03M - $1.03M
|
62.2K
$3.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-63.5K- 45.24% |
$3.79M - $3.81M
|
76.8K
$4.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-51.2K- 38.02% |
$3.06M - $3.07M
|
83.5K
$5.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
29.1K+ 30.97% |
$1.74M - $1.75M
|
123K
$7.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-11- 1.86% |
$658 - $660
|
580
$34.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.64K+ 21.53% |
$277K - $278K
|
26.2K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-222- 1.1% |
$13.3K - $13.3K
|
20K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.82K+ 1.61% |
$169K - $169K
|
178K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.38K+ 22.17% |
$202K - $203K
|
18.7K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
248+ 0.26% |
$14.8K - $14.9K
|
96.9K
$5.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-198- 3.68% |
$11.8K - $11.9K
|
5.18K
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.66K- 1.4% |
$219K - $219K
|
258K
$15.5M
|