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 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
250+ 1666.67% |
$15K - $15K
|
265
$15.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
208New |
$12.4K - $12.5K
|
208
$12.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
168+ 3.93% |
$10K - $10.1K
|
4.44K
$266K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
141New |
$8.43K - $8.47K
|
141
$8.46K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
65+ 1.11% |
$3.89K - $3.9K
|
5.92K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
48New |
$2.87K - $2.88K
|
48
$2.88K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
47+ 0.63% |
$2.81K - $2.82K
|
7.45K
$447K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 3.85% |
$59.8 - $60.1
|
27
$1.62K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 1.59% |
$59.8 - $60.1
|
64
$3.84K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
161KNew |
$9.61M - $9.65M
|
161K
$9.64M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
130K+ 9.39% |
$7.8M - $7.83M
|
1.52M
$91.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
26.7KNew |
$1.6M - $1.6M
|
26.7K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
16.5KNew |
$986K - $990K
|
16.5K
$989K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
14KNew |
$839K - $843K
|
14K
$842K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.9KNew |
$710K - $713K
|
11.9K
$713K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.96KNew |
$416K - $418K
|
6.96K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
6.25KNew |
$374K - $375K
|
6.25K
$375K
|
|
|
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 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
4.78K+ 65.65% |
$286K - $287K
|
12.1K
$724K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.7K+ 44.29% |
$281K - $282K
|
15.3K
$918K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
4.01KNew |
$239K - $240K
|
4.01K
$240K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.34KNew |
$200K - $201K
|
3.34K
$201K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.47KNew |
$147K - $148K
|
2.47K
$148K
|
|
|
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
$890K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2KNew |
$120K - $120K
|
2K
$120K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.27K+ 14.29% |
$75.9K - $76.2K
|
10.2K
$609K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1KNew |
$59.8K - $60K
|
1K
$60K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
932New |
$55.7K - $55.9K
|
932
$55.9K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
750New |
$44.8K - $45K
|
750
$45K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
304New |
$18.2K - $18.2K
|
304
$18.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
292New |
$17.5K - $17.5K
|
292
$17.5K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
183New |
$10.9K - $11K
|
183
$11K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
163New |
$9.74K - $9.78K
|
163
$9.78K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
124+ 32.98% |
$7.41K - $7.44K
|
500
$30K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
45+ 45.0% |
$2.69K - $2.7K
|
145
$8.7K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
37New |
$2.21K - $2.22K
|
37
$2.22K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
13+ 2.39% |
$777 - $780
|
556
$33.3K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
465KNew |
$27.8M - $27.9M
|
465K
$27.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
269KNew |
$16.1M - $16.1M
|
269K
$16.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
32.2KNew |
$1.93M - $1.93M
|
32.2K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
14.5KNew |
$867K - $871K
|
14.5K
$871K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12.7KNew |
$761K - $765K
|
12.7K
$764K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
12.4KNew |
$744K - $747K
|
12.4K
$747K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
9.63KNew |
$575K - $578K
|
9.63K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
7.2KNew |
$430K - $432K
|
7.2K
$432K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
6.37KNew |
$380K - $382K
|
6.37K
$382K
|
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
5.07KNew |
$303K - $304K
|
5.07K
$304K
|
|