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 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-836- 13.49% |
$50K - $50.2K
|
5.36K
$322K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.45K+ 9.97% |
$147K - $147K
|
27K
$1.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
18+ 5.92% |
$1.08K - $1.08K
|
322
$19.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-14.5K- 44.07% |
$870K - $873K
|
18.5K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
292New |
$17.5K - $17.5K
|
292
$17.5K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
459+ 2.01% |
$27.4K - $27.6K
|
23.3K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
5.29KNew |
$316K - $318K
|
5.29K
$317K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
26.7KNew |
$1.6M - $1.6M
|
26.7K
$1.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
494+ 0.79% |
$29.5K - $29.7K
|
63.3K
$3.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.36K+ 7.23% |
$141K - $141K
|
35K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-455- 1.54% |
$27.2K - $27.3K
|
29K
$1.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4.46K+ 94.9% |
$267K - $268K
|
9.16K
$550K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-32K- 14.62% |
$1.91M - $1.92M
|
187K
$11.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-2.23K- 5.6% |
$133K - $134K
|
37.6K
$2.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-8.7K- 22.09% |
$520K - $522K
|
30.7K
$1.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-400- 5.21% |
$23.9K - $24K
|
7.28K
$437K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
696+ 17.01% |
$41.6K - $41.8K
|
4.79K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.33K+ 7.14% |
$438K - $440K
|
110K
$6.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1K- 46.51% |
$59.8K - $60K
|
1.15K
$69K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
4.01KNew |
$239K - $240K
|
4.01K
$240K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.92K+ 11.11% |
$294K - $295K
|
49.2K
$2.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.77KNew |
$285K - $287K
|
4.77K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20.5K+ 31.65% |
$1.22M - $1.23M
|
85.2K
$5.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
72.7K+ 562.14% |
$4.35M - $4.37M
|
85.7K
$5.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.88K- 98.33% |
$232K - $233K
|
66
$3.96K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
304New |
$18.2K - $18.2K
|
304
$18.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-15.7K- 10.1% |
$938K - $942K
|
140K
$8.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-6.53K- 6.9% |
$390K - $392K
|
88.1K
$5.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-26.5K- 12.23% |
$1.58M - $1.59M
|
190K
$11.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-993- 1.44% |
$59.4K - $59.6K
|
67.8K
$4.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.87K+ 22.44% |
$590K - $592K
|
53.9K
$3.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
45+ 45.0% |
$2.69K - $2.7K
|
145
$8.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.09K+ 4.65% |
$185K - $185K
|
69.5K
$4.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.5K- 98.23% |
$89.4K - $89.7K
|
27
$1.62K
|
|
| Q4 2024 | |||||||
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
60.9KNew |
$3.64M - $3.65M
|
60.9K
$3.65M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
341K+ 28.22% |
$20.4M - $20.5M
|
1.55M
$93M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.1KNew |
$245K - $246K
|
4.1K
$246K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
6.37KNew |
$380K - $382K
|
6.37K
$382K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-11K- 41.7% |
$658K - $662K
|
15.4K
$924K
|
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
5.07KNew |
$303K - $304K
|
5.07K
$304K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-15- 78.95% |
$896 - $900
|
4
$240
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.1K- 21.17% |
$601K - $604K
|
37.4K
$2.25M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.43KNew |
$205K - $206K
|
3.43K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-33.2K- 21.17% |
$1.99M - $2M
|
124K
$7.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
51+ 30.36% |
$3.05K - $3.06K
|
219
$13.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
71New |
$4.24K - $4.26K
|
71
$4.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-41.1K- 85.14% |
$2.46M - $2.47M
|
7.18K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
269KNew |
$16.1M - $16.1M
|
269K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
3.57KNew |
$213K - $214K
|
3.57K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.1KNew |
$245K - $246K
|
4.1K
$246K
|
|