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 |
---|---|---|---|---|---|---|---|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
1.07MNew |
$63.7M - $64M
|
1.07M
$64M
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
383K+ 32.32% |
$22.9M - $23M
|
1.57M
$94M
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
290K+ 661.22% |
$17.4M - $17.4M
|
334K
$20M
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
262K+ 22.18% |
$15.7M - $15.7M
|
1.44M
$86.6M
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
205K+ 108.08% |
$12.2M - $12.3M
|
394K
$23.6M
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
186K+ 919.53% |
$11.1M - $11.2M
|
206K
$12.4M
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
166KNew |
$9.92M - $9.97M
|
166K
$9.95M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
151K+ 31.5% |
$9M - $9.04M
|
628K
$37.7M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
143K+ 11.84% |
$8.56M - $8.6M
|
1.35M
$81.1M
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
143KNew |
$8.55M - $8.59M
|
143K
$8.58M
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
108K+ 59.77% |
$6.44M - $6.47M
|
288K
$17.3M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
98.4K+ 14.1% |
$5.88M - $5.91M
|
796K
$47.8M
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
97.9K+ 170.49% |
$5.85M - $5.88M
|
155K
$9.32M
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
84.7KNew |
$5.07M - $5.09M
|
84.7K
$5.08M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
80.3K+ 155.05% |
$4.8M - $4.82M
|
132K
$7.93M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
79.9K+ 49.95% |
$4.78M - $4.8M
|
240K
$14.4M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
66.3K+ 211.47% |
$3.96M - $3.98M
|
97.7K
$5.86M
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
65.7K+ 198.69% |
$3.93M - $3.95M
|
98.7K
$5.92M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
56.2K+ 21.9% |
$3.36M - $3.38M
|
313K
$18.8M
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
52.8K+ 870.09% |
$3.16M - $3.17M
|
58.9K
$3.53M
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
49.5KNew |
$2.96M - $2.97M
|
49.5K
$2.97M
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
49.4K+ 33.99% |
$2.95M - $2.97M
|
195K
$11.7M
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
49.1K+ 19.99% |
$2.94M - $2.95M
|
295K
$17.7M
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
46.8K+ 839.42% |
$2.8M - $2.81M
|
52.4K
$3.14M
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
44K+ 604.23% |
$2.63M - $2.65M
|
51.3K
$3.08M
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
42.4K+ 51.43% |
$2.54M - $2.55M
|
125K
$7.49M
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
42.1K+ 213.37% |
$2.52M - $2.53M
|
61.8K
$3.71M
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
41.2K+ 33.51% |
$2.46M - $2.48M
|
164K
$9.85M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
36.9K+ 668.86% |
$2.2M - $2.21M
|
42.4K
$2.54M
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
35.8K+ 11.28% |
$2.14M - $2.15M
|
353K
$21.2M
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
35.7K+ 18.8% |
$2.14M - $2.15M
|
226K
$13.5M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.3K+ 11.31% |
$1.99M - $2M
|
327K
$19.6M
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
25KNew |
$1.5M - $1.5M
|
25K
$1.5M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24.6KNew |
$1.47M - $1.48M
|
24.6K
$1.48M
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
24.6K+ 28.84% |
$1.47M - $1.47M
|
110K
$6.58M
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
23.8K+ 88.49% |
$1.42M - $1.43M
|
50.7K
$3.04M
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
20.8K+ 11.62% |
$1.25M - $1.25M
|
200K
$12M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20.6KNew |
$1.23M - $1.24M
|
20.6K
$1.24M
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
18.6K+ 823.24% |
$1.11M - $1.12M
|
20.9K
$1.25M
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18.1K+ 60.57% |
$1.08M - $1.09M
|
47.9K
$2.88M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.3K+ 6.89% |
$1.03M - $1.04M
|
268K
$16.1M
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
17K+ 16.06% |
$1.01M - $1.02M
|
123K
$7.36M
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
16.7K+ 320.64% |
$998K - $1M
|
21.9K
$1.31M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
16.5K+ 3.18% |
$988K - $993K
|
537K
$32.2M
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
16.4K+ 6.43% |
$978K - $983K
|
271K
$16.2M
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.3K+ 50.99% |
$974K - $979K
|
48.2K
$2.89M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.7K+ 11.21% |
$936K - $941K
|
155K
$9.32M
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
15.6K+ 20.75% |
$935K - $939K
|
91K
$5.46M
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.8K+ 26.22% |
$882K - $886K
|
71K
$4.26M
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
14.8KNew |
$882K - $886K
|
14.8K
$885K
|