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 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
5.08KNew |
$303K - $305K
|
5.08K
$304K
|
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
5.07KNew |
$303K - $304K
|
5.07K
$303K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.1KNew |
$245K - $246K
|
4.1K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.1KNew |
$245K - $246K
|
4.1K
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.95KNew |
$236K - $237K
|
3.95K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
3.57KNew |
$213K - $214K
|
3.57K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.54KNew |
$211K - $213K
|
3.54K
$212K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.43KNew |
$205K - $206K
|
3.43K
$205K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.66KNew |
$159K - $160K
|
2.66K
$159K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
935+ 0.73% |
$55.9K - $56.1K
|
129K
$7.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
539+ 3.7% |
$32.2K - $32.4K
|
15.1K
$903K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
320New |
$19.1K - $19.2K
|
320
$19.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
292+ 679.07% |
$17.4K - $17.5K
|
335
$20.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
245New |
$14.6K - $14.7K
|
245
$14.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
207+ 1.66% |
$12.4K - $12.4K
|
12.6K
$757K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
193New |
$11.5K - $11.6K
|
193
$11.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
165New |
$9.86K - $9.9K
|
165
$9.88K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$5.97K - $6K
|
100
$5.99K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
91New |
$5.44K - $5.46K
|
91
$5.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
71New |
$4.24K - $4.26K
|
71
$4.25K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
51+ 30.36% |
$3.05K - $3.06K
|
219
$13.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
26New |
$1.55K - $1.56K
|
26
$1.56K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
23New |
$1.37K - $1.38K
|
23
$1.38K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
21New |
$1.25K - $1.26K
|
21
$1.26K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
13+ 0.28% |
$777 - $780
|
4.74K
$284K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
364KNew |
$21.7M - $21.9M
|
364K
$21.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
118K+ 7.12% |
$7.02M - $7.09M
|
1.77M
$106M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
98.1KNew |
$5.85M - $5.9M
|
98.1K
$5.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
72.9KNew |
$4.35M - $4.39M
|
72.9K
$4.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
71K+ 352.85% |
$4.23M - $4.27M
|
91.2K
$5.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
38.7KNew |
$2.31M - $2.33M
|
38.7K
$2.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
37.8K+ 247.63% |
$2.25M - $2.27M
|
53K
$3.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
28.9K+ 1166.92% |
$1.72M - $1.74M
|
31.4K
$1.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
19.9KNew |
$1.18M - $1.19M
|
19.9K
$1.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
18.1KNew |
$1.08M - $1.09M
|
18.1K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
8.03KNew |
$479K - $483K
|
8.03K
$481K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.72KNew |
$400K - $404K
|
6.72K
$402K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.92KNew |
$353K - $356K
|
5.92K
$354K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
5.51KNew |
$328K - $331K
|
5.51K
$330K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.35KNew |
$259K - $262K
|
4.35K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.15K+ 23.73% |
$248K - $250K
|
21.7K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.11KNew |
$245K - $247K
|
4.11K
$246K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.67KNew |
$219K - $221K
|
3.67K
$220K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.4KNew |
$202K - $204K
|
3.4K
$203K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.4KNew |
$83.5K - $84.2K
|
1.4K
$83.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.4KNew |
$83.5K - $84.2K
|
1.4K
$83.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
942+ 6.09% |
$56.2K - $56.7K
|
16.4K
$983K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
150New |
$8.94K - $9.02K
|
150
$8.98K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
41New |
$2.44K - $2.47K
|
41
$2.45K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
26+ 1.02% |
$1.55K - $1.56K
|
2.56K
$153K
|
|