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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
7.2KNew |
$430K - $432K
|
7.2K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-2K- 22.23% |
$120K - $120K
|
7.01K
$421K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.95KNew |
$236K - $237K
|
3.95K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-184K- 15.32% |
$11M - $11M
|
1.02M
$61M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
26New |
$1.55K - $1.56K
|
26
$1.56K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.42K- 33.53% |
$205K - $206K
|
6.79K
$407K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
292+ 679.07% |
$17.4K - $17.5K
|
335
$20.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.54KNew |
$211K - $213K
|
3.54K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
5.08KNew |
$303K - $305K
|
5.08K
$305K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-13.4K- 52.14% |
$802K - $806K
|
12.3K
$740K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$5.97K - $6K
|
100
$6K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
6.8KNew |
$406K - $408K
|
6.8K
$408K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11KNew |
$657K - $660K
|
11K
$660K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.9K- 77.11% |
$173K - $174K
|
862
$51.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-93- 78.81% |
$5.56K - $5.58K
|
25
$1.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.1K- 4.01% |
$65.5K - $65.9K
|
26.2K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
935+ 0.73% |
$55.9K - $56.1K
|
129K
$7.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-103- 0.58% |
$6.15K - $6.18K
|
17.5K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
14.5KNew |
$867K - $871K
|
14.5K
$871K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
9.63KNew |
$575K - $578K
|
9.63K
$578K
|
|
|
Feb 07, 2025
Q4 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-1.06K- 13.27% |
$63.5K - $63.8K
|
6.95K
$417K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
465KNew |
$27.8M - $27.9M
|
465K
$27.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
165New |
$9.86K - $9.9K
|
165
$9.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
13+ 0.28% |
$777 - $780
|
4.74K
$284K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
245New |
$14.6K - $14.7K
|
245
$14.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
207+ 1.66% |
$12.4K - $12.4K
|
12.6K
$758K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
32.2KNew |
$1.93M - $1.93M
|
32.2K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-274- 0.27% |
$16.4K - $16.4K
|
102K
$6.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
21New |
$1.25K - $1.26K
|
21
$1.26K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-69- 2.02% |
$4.12K - $4.14K
|
3.35K
$201K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
12.4KNew |
$744K - $747K
|
12.4K
$747K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
320New |
$19.1K - $19.2K
|
320
$19.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.1K- 5.92% |
$605K - $608K
|
161K
$9.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
31.1K+ 340.16% |
$1.86M - $1.87M
|
40.3K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-385- 6.37% |
$23K - $23.1K
|
5.66K
$340K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.42K+ 15.12% |
$324K - $326K
|
41.3K
$2.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
23New |
$1.37K - $1.38K
|
23
$1.38K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-114- 2.26% |
$6.81K - $6.84K
|
4.92K
$295K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12.7KNew |
$761K - $765K
|
12.7K
$765K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
539+ 3.7% |
$32.2K - $32.4K
|
15.1K
$905K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
91New |
$5.44K - $5.46K
|
91
$5.46K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
193New |
$11.5K - $11.6K
|
193
$11.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-166- 1.11% |
$9.92K - $9.96K
|
14.8K
$889K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-200- 1.32% |
$11.9K - $12K
|
15K
$900K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-441- 11.19% |
$26.3K - $26.5K
|
3.5K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.1K- 60.09% |
$605K - $608K
|
6.72K
$403K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.66KNew |
$159K - $160K
|
2.66K
$160K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-952- 31.59% |
$56.9K - $57.1K
|
2.06K
$124K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.28K- 97.49% |
$76.6K - $77K
|
33
$1.98K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
8.03KNew |
$479K - $483K
|
8.03K
$482K
|
|