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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 406.1% |
$721K - $725K
|
15K
$901K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
11.7K+ 13.81% |
$700K - $704K
|
96.5K
$5.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
11.6K+ 49.3% |
$693K - $696K
|
35.1K
$2.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
11.4KNew |
$679K - $683K
|
11.4K
$681K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.2K+ 38.79% |
$669K - $673K
|
40K
$2.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
10.9K+ 4.83% |
$652K - $655K
|
237K
$14.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
10.6K+ 6.8% |
$637K - $640K
|
167K
$10M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.6KNew |
$636K - $639K
|
10.6K
$637K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
10.6K+ 221.99% |
$633K - $636K
|
15.3K
$920K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.43K+ 3.58% |
$564K - $567K
|
273K
$16.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
9.15K+ 47.53% |
$547K - $550K
|
28.4K
$1.7M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.99K+ 15.17% |
$538K - $541K
|
68.3K
$4.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
8.72K+ 56.03% |
$521K - $524K
|
24.3K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.65KNew |
$517K - $520K
|
8.65K
$519K
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
8.51KNew |
$509K - $512K
|
8.51K
$510K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
8.19K+ 4.21% |
$490K - $492K
|
203K
$12.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7KNew |
$419K - $421K
|
7K
$420K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
6.52K+ 3.13% |
$390K - $392K
|
215K
$12.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
5.79K+ 11.69% |
$346K - $348K
|
55.3K
$3.32M
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
BUY
|
- |
5.78K+ 2.49% |
$346K - $347K
|
238K
$14.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.13K+ 5.27% |
$307K - $308K
|
102K
$6.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.88KNew |
$292K - $293K
|
4.88K
$293K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.82K+ 14.84% |
$288K - $290K
|
37.3K
$2.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.75KNew |
$284K - $285K
|
4.75K
$285K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.7KNew |
$281K - $282K
|
4.7K
$282K
|
|
|
Oct 08, 2025
Q3 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
4.68K+ 2.63% |
$280K - $281K
|
183K
$11M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.64KNew |
$278K - $279K
|
4.64K
$279K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
4.6K+ 8.4% |
$275K - $277K
|
59.4K
$3.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.57K+ 104.03% |
$273K - $275K
|
8.96K
$538K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.38K+ 14.97% |
$262K - $263K
|
33.6K
$2.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
4.26KNew |
$255K - $256K
|
4.26K
$256K
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.13K+ 3.93% |
$247K - $248K
|
109K
$6.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
4.12K+ 23.31% |
$247K - $248K
|
21.8K
$1.31M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.1K+ 5.11% |
$245K - $246K
|
84.3K
$5.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.83KNew |
$229K - $230K
|
3.83K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.77K+ 7.58% |
$225K - $227K
|
53.5K
$3.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.65K+ 1.16% |
$218K - $220K
|
320K
$19.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.45K+ 2298.0% |
$206K - $207K
|
3.6K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.43K+ 8.21% |
$205K - $206K
|
45.1K
$2.71M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.39K+ 48.66% |
$203K - $204K
|
10.4K
$621K
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.34KNew |
$200K - $201K
|
3.34K
$200K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.33K+ 2.31% |
$199K - $200K
|
147K
$8.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.29K+ 33.73% |
$197K - $198K
|
13K
$781K
|
|
|
Oct 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
3.11K+ 79.96% |
$186K - $187K
|
7.01K
$420K
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3K+ 3.15% |
$180K - $180K
|
98.2K
$5.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
2.8K+ 8.91% |
$167K - $168K
|
34.2K
$2.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2.72K+ 33.44% |
$163K - $164K
|
10.9K
$651K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.57K+ 1.09% |
$154K - $155K
|
239K
$14.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.41K+ 6.72% |
$144K - $145K
|
38.2K
$2.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.4K+ 26.37% |
$144K - $144K
|
11.5K
$690K
|
|