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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.6K- 4.36% |
$2.43M - $2.44M
|
891K
$53.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
6.08K+ 4.97% |
$363K - $365K
|
129K
$7.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-828- 2.55% |
$49.5K - $49.7K
|
31.7K
$1.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.67K- 4.59% |
$99.8K - $100K
|
34.7K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
10.4K+ 3.32% |
$624K - $626K
|
325K
$19.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.53K+ 5.96% |
$211K - $212K
|
62.8K
$3.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
6.38K+ 18.77% |
$381K - $383K
|
40.3K
$2.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-7.1K- 7.84% |
$425K - $426K
|
83.5K
$5.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.42K- 31.85% |
$324K - $325K
|
11.6K
$696K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-336- 2.78% |
$20.1K - $20.2K
|
11.8K
$706K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.59K+ 25.9% |
$454K - $456K
|
36.9K
$2.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-30.4K- 26.95% |
$1.82M - $1.83M
|
82.5K
$4.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-20.4K- 82.69% |
$1.22M - $1.23M
|
4.28K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
9.11K+ 18.86% |
$545K - $547K
|
57.4K
$3.45M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
36.5K+ 28.88% |
$2.18M - $2.19M
|
163K
$9.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1KNew |
$59.8K - $60K
|
1K
$60K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-2.81K- 12.59% |
$168K - $169K
|
19.5K
$1.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.2K+ 1.14% |
$71.4K - $71.7K
|
106K
$6.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-600- 20.69% |
$35.9K - $36K
|
2.3K
$138K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-33- 34.38% |
$1.97K - $1.98K
|
63
$3.78K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.19K+ 16.32% |
$250K - $251K
|
29.8K
$1.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.15K+ 14.51% |
$68.7K - $69K
|
9.08K
$545K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.43K- 3.38% |
$504K - $506K
|
241K
$14.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.82% |
$299 - $300
|
617
$37K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.15K- 54.8% |
$128K - $129K
|
1.77K
$106K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-48.4K- 50.0% |
$2.9M - $2.91M
|
48.4K
$2.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-415- 9.89% |
$24.8K - $24.9K
|
3.78K
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.6K- 4.98% |
$155K - $156K
|
49.5K
$2.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.18K+ 2.29% |
$70.3K - $70.6K
|
52.6K
$3.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
7.08K+ 12.4% |
$423K - $425K
|
64.2K
$3.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-16.5K- 10.54% |
$988K - $992K
|
140K
$8.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
79+ 0.03% |
$4.72K - $4.74K
|
284K
$17M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
123K+ 219.04% |
$7.35M - $7.38M
|
179K
$10.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
39.9K+ 15.25% |
$2.38M - $2.39M
|
301K
$18.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-2.43K- 1.65% |
$145K - $146K
|
145K
$8.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-32- 0.34% |
$1.91K - $1.92K
|
9.33K
$560K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.27K- 31.25% |
$136K - $136K
|
4.99K
$300K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.68K+ 1.24% |
$220K - $221K
|
302K
$18.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-50.3K- 39.12% |
$3.01M - $3.02M
|
78.2K
$4.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-481- 5.53% |
$28.8K - $28.9K
|
8.22K
$493K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-2.48K- 1.23% |
$148K - $149K
|
199K
$12M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.2K+ 4.45% |
$2.76M - $2.78M
|
1.09M
$65.1M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-452- 2.94% |
$27K - $27.1K
|
14.9K
$894K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-2.75K- 30.02% |
$164K - $165K
|
6.41K
$385K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
719+ 6.29% |
$43K - $43.2K
|
12.1K
$729K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.62K+ 1.67% |
$157K - $157K
|
160K
$9.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.33K- 21.4% |
$259K - $260K
|
15.9K
$954K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-317- 2.43% |
$19K - $19K
|
12.7K
$763K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
303K+ 1469.89% |
$18.1M - $18.2M
|
323K
$19.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-284- 43.83% |
$17K - $17K
|
364
$21.8K
|