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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
3.53K+ 13.81% |
$211K - $212K
|
29.1K
$1.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
12+ 0.06% |
$718 - $721
|
18.5K
$1.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.39K- 1.06% |
$203K - $204K
|
316K
$19M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-482- 2.48% |
$28.8K - $29K
|
18.9K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-161K- 94.0% |
$9.66M - $9.7M
|
10.3K
$619K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.62K- 18.66% |
$396K - $398K
|
28.9K
$1.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-3.61K- 44.65% |
$216K - $217K
|
4.47K
$268K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-130- 2.6% |
$7.77K - $7.81K
|
4.86K
$292K
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4.1K+ 10.88% |
$245K - $246K
|
41.7K
$2.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-159- 0.44% |
$9.51K - $9.55K
|
36.4K
$2.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-1.31K- 7.11% |
$78.5K - $78.9K
|
17.2K
$1.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-72.5K- 39.44% |
$4.33M - $4.35M
|
111K
$6.68M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.39K- 12.32% |
$83.2K - $83.6K
|
9.9K
$594K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-2.84K- 12.18% |
$170K - $170K
|
20.4K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.7K- 1.65% |
$880K - $884K
|
877K
$52.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33K- 3.04% |
$1.97M - $1.98M
|
1.05M
$63.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
25KNew |
$1.5M - $1.5M
|
25K
$1.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.17K+ 3.39% |
$249K - $250K
|
127K
$7.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.61K- 3.8% |
$156K - $157K
|
65.9K
$3.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
79.9K+ 49.95% |
$4.78M - $4.8M
|
240K
$14.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.05K- 10.38% |
$541K - $544K
|
78.1K
$4.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-425- 1.18% |
$25.4K - $25.5K
|
35.5K
$2.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.15K+ 4.08% |
$128K - $129K
|
54.8K
$3.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.19K+ 33.69% |
$70.9K - $71.2K
|
4.7K
$282K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-8.21K- 9.32% |
$491K - $493K
|
79.9K
$4.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
1.07MNew |
$63.7M - $64M
|
1.07M
$64M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-421- 9.99% |
$25.2K - $25.3K
|
3.79K
$228K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.48K- 9.74% |
$447K - $449K
|
69.3K
$4.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.11K+ 7.31% |
$365K - $367K
|
89.6K
$5.38M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.25K- 6.55% |
$194K - $195K
|
46.3K
$2.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.08K+ 28.63% |
$64.8K - $65.1K
|
4.87K
$292K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
42.4K+ 51.43% |
$2.54M - $2.55M
|
125K
$7.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.94K- 11.03% |
$355K - $357K
|
47.9K
$2.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-156- 2.22% |
$9.33K - $9.37K
|
6.86K
$412K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
56.2K+ 21.9% |
$3.36M - $3.38M
|
313K
$18.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-2.28K- 1.57% |
$137K - $137K
|
143K
$8.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-13.2K- 4.37% |
$788K - $791K
|
288K
$17.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-72.7K- 32.16% |
$4.34M - $4.36M
|
153K
$9.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.72KNew |
$223K - $224K
|
3.72K
$223K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.71K+ 10.62% |
$222K - $223K
|
38.7K
$2.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 3.85% |
$59.8 - $60.1
|
27
$1.62K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.2K- 17.64% |
$1.69M - $1.69M
|
132K
$7.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 1.59% |
$59.8 - $60.1
|
64
$3.84K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.1K- 1.7% |
$782K - $785K
|
757K
$45.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
40+ 15.09% |
$2.39K - $2.4K
|
305
$18.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.1K+ 1399.32% |
$245K - $246K
|
4.39K
$264K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.6K+ 7.04% |
$155K - $156K
|
39.5K
$2.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18.1K+ 60.57% |
$1.08M - $1.09M
|
47.9K
$2.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
8.2K+ 16.4% |
$490K - $493K
|
58.2K
$3.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
143KNew |
$8.55M - $8.59M
|
143K
$8.59M
|