Latest Institutional Purchases of First Tr Enhanced Traded Fd Iv (FTSM)
This list provides information on the latest institutional transactions involving First Tr Enhanced Traded Fd Iv (FTSM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.59MNew |
$155M - $156M
|
2.59M
$155M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
491K+ 5.86% |
$29.3M - $29.5M
|
8.86M
$531M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
465KNew |
$27.8M - $27.9M
|
465K
$27.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
433K+ 12.64% |
$25.9M - $26M
|
3.86M
$231M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
315KNew |
$18.8M - $18.9M
|
315K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
269KNew |
$16.1M - $16.1M
|
269K
$16.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
247K+ 1689.74% |
$14.7M - $14.8M
|
261K
$15.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
209K+ 67.92% |
$12.5M - $12.6M
|
517K
$31M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
157KNew |
$9.37M - $9.42M
|
157K
$9.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
155K+ 10.5% |
$9.27M - $9.32M
|
1.63M
$97.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
152K+ 10.98% |
$9.06M - $9.1M
|
1.53M
$91.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
150K+ 19.26% |
$8.99M - $9.03M
|
932K
$55.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
148KNew |
$8.83M - $8.87M
|
148K
$8.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
120K+ 19.71% |
$7.15M - $7.19M
|
727K
$43.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
116KNew |
$6.92M - $6.95M
|
116K
$6.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
107K+ 76.57% |
$6.41M - $6.44M
|
247K
$14.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
105K+ 891.05% |
$6.28M - $6.31M
|
117K
$7.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
105K+ 12.51% |
$6.26M - $6.29M
|
943K
$56.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
96.6KNew |
$5.77M - $5.8M
|
96.6K
$5.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
86.7KNew |
$5.18M - $5.21M
|
86.7K
$5.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
76.7K+ 83.11% |
$4.58M - $4.6M
|
169K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
69.4KNew |
$4.15M - $4.17M
|
69.4K
$4.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
64.7KNew |
$3.86M - $3.88M
|
64.7K
$3.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
59.9K+ 20.44% |
$3.58M - $3.6M
|
353K
$21.1M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
53K+ 70.6% |
$3.17M - $3.18M
|
128K
$7.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
52.2K+ 297.64% |
$3.12M - $3.14M
|
69.8K
$4.18M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.1KNew |
$3.11M - $3.13M
|
52.1K
$3.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
51.4KNew |
$3.07M - $3.09M
|
51.4K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
50.4K+ 80.61% |
$3.01M - $3.03M
|
113K
$6.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
43.6KNew |
$2.61M - $2.62M
|
43.6K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
42KNew |
$2.51M - $2.52M
|
42K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
41K+ 1196.76% |
$2.45M - $2.46M
|
44.5K
$2.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
37.2K+ 23.54% |
$2.22M - $2.23M
|
195K
$11.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
33.4KNew |
$2M - $2.01M
|
33.4K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.3K+ 8.14% |
$1.99M - $2M
|
443K
$26.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
32.5KNew |
$1.94M - $1.95M
|
32.5K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
32.2KNew |
$1.93M - $1.93M
|
32.2K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
31.1K+ 340.16% |
$1.86M - $1.87M
|
40.3K
$2.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
29.1KNew |
$1.74M - $1.75M
|
29.1K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
28.9K+ 12.03% |
$1.72M - $1.73M
|
269K
$16.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
28.2KNew |
$1.68M - $1.69M
|
28.2K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
27.4K+ 21.37% |
$1.63M - $1.64M
|
155K
$9.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
27.3K+ 94.7% |
$1.63M - $1.64M
|
56.2K
$3.36M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
25K+ 24.72% |
$1.5M - $1.5M
|
126K
$7.57M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
24.4KNew |
$1.46M - $1.47M
|
24.4K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
24.1K+ 12.92% |
$1.44M - $1.44M
|
210K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.7K+ 52.36% |
$1.3M - $1.3M
|
63.1K
$3.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
21.1K+ 589.18% |
$1.26M - $1.27M
|
24.7K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.9K+ 140.1% |
$1.25M - $1.25M
|
35.8K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
20.6KNew |
$1.23M - $1.23M
|
20.6K
$1.23M
|