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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
6.08K+ 4.97% |
$363K - $365K
|
129K
$7.69M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
5.39K+ 2.98% |
$322K - $324K
|
186K
$11.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
5.29KNew |
$316K - $318K
|
5.29K
$317K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.21KNew |
$311K - $313K
|
5.21K
$312K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.18K+ 11.87% |
$310K - $311K
|
48.8K
$2.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.92K+ 11.11% |
$294K - $295K
|
49.2K
$2.95M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
4.78K+ 65.65% |
$286K - $287K
|
12.1K
$723K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.77KNew |
$285K - $287K
|
4.77K
$286K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4.71KNew |
$282K - $283K
|
4.71K
$282K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.7K+ 44.29% |
$281K - $282K
|
15.3K
$917K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.64K+ 21.53% |
$277K - $278K
|
26.2K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4.46K+ 94.9% |
$267K - $268K
|
9.16K
$549K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
4.21K+ 17.56% |
$252K - $253K
|
28.2K
$1.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.19K+ 16.32% |
$250K - $251K
|
29.8K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.08K+ 5.22% |
$244K - $245K
|
82.2K
$4.92M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.07K+ 1.74% |
$243K - $244K
|
239K
$14.3M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
4.02K+ 26.45% |
$240K - $241K
|
19.2K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
4.01KNew |
$239K - $240K
|
4.01K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.98K+ 4.37% |
$238K - $239K
|
95.1K
$5.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.68K+ 1.24% |
$220K - $221K
|
302K
$18.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.53K+ 5.96% |
$211K - $212K
|
62.8K
$3.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.38K+ 22.17% |
$202K - $203K
|
18.7K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.34KNew |
$200K - $201K
|
3.34K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.32K+ 14.06% |
$198K - $199K
|
26.9K
$1.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.09K+ 4.65% |
$185K - $185K
|
69.5K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.01K+ 25.94% |
$180K - $180K
|
14.6K
$873K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.82K+ 1.61% |
$169K - $169K
|
178K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
2.69K+ 17.01% |
$161K - $161K
|
18.5K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.62K+ 1.67% |
$157K - $157K
|
160K
$9.58M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.61K+ 4.06% |
$156K - $157K
|
66.9K
$4.01M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.47KNew |
$147K - $148K
|
2.47K
$148K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.45K+ 9.97% |
$147K - $147K
|
27K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.39K+ 3.6% |
$143K - $143K
|
68.7K
$4.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.36K+ 7.23% |
$141K - $141K
|
35K
$2.09M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.21K+ 7.43% |
$132K - $133K
|
32K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.2KNew |
$132K - $132K
|
2.2K
$132K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.19K+ 17.31% |
$131K - $131K
|
14.8K
$888K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2KNew |
$120K - $120K
|
2K
$120K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.75K+ 20.99% |
$105K - $105K
|
10.1K
$604K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.73K+ 19.57% |
$103K - $104K
|
10.6K
$633K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.43K+ 857.49% |
$85.6K - $86K
|
1.6K
$95.7K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.28K+ 48.19% |
$76.4K - $76.7K
|
3.93K
$235K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.27K+ 14.29% |
$75.9K - $76.2K
|
10.2K
$608K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.2K+ 1.14% |
$71.4K - $71.7K
|
106K
$6.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.18K+ 2.29% |
$70.3K - $70.6K
|
52.6K
$3.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.15K+ 14.51% |
$68.7K - $69K
|
9.08K
$543K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1KNew |
$59.8K - $60K
|
1K
$59.9K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
932New |
$55.7K - $55.9K
|
932
$55.8K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
762+ 1.63% |
$45.6K - $45.7K
|
47.4K
$2.84M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
750New |
$44.8K - $45K
|
750
$44.9K
|