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 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
21New |
$1.25K - $1.26K
|
21
$1.26K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
15+ 0.27% |
$896 - $900
|
5.48K
$329K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
15New |
$896 - $900
|
15
$900
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
13+ 0.28% |
$777 - $780
|
4.74K
$284K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 0.66% |
$657 - $660
|
1.69K
$101K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
10+ 1.66% |
$597 - $600
|
612
$36.7K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 1.53% |
$358 - $360
|
397
$23.8K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.68% |
$239 - $240
|
591
$35.4K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.76% |
$119 - $120
|
264
$15.8K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 1.05% |
$59.7 - $60
|
96
$5.76K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
364KNew |
$21.7M - $21.9M
|
364K
$21.9M
|
|
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
$5.89M
|
|
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
$5.47M
|
|
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
$3.18M
|
|
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 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.9KNew |
$1.36M - $1.38M
|
22.9K
$1.37M
|
|
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
$1.09M
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.1KNew |
$781K - $788K
|
13.1K
$786K
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
8.03KNew |
$479K - $483K
|
8.03K
$482K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.72KNew |
$400K - $404K
|
6.72K
$403K
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.92KNew |
$353K - $356K
|
5.92K
$355K
|
|
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
$261K
|
|
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
$247K
|
|
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
$204K
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.34KNew |
$199K - $201K
|
3.34K
$201K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.47KNew |
$147K - $148K
|
2.47K
$148K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.4KNew |
$83.5K - $84.2K
|
1.4K
$84K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.4KNew |
$83.5K - $84.2K
|
1.4K
$84K
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
942+ 6.09% |
$56.2K - $56.7K
|
16.4K
$985K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
150New |
$8.94K - $9.02K
|
150
$9K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
41New |
$2.44K - $2.47K
|
41
$2.46K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
26+ 1.02% |
$1.55K - $1.56K
|
2.56K
$154K
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
25New |
$1.49K - $1.5K
|
25
$1.5K
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.02% |
$59.6 - $60.2
|
4.02K
$241K
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.01% |
$59.6 - $60.2
|
9.95K
$597K
|
|
Q2 2024 | |||||||
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
185KNew |
$11M - $11M
|
185K
$11.1M
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
46.1KNew |
$2.75M - $2.76M
|
46.1K
$2.77M
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
27.9K+ 19.85% |
$1.66M - $1.67M
|
168K
$10.1M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.97K+ 32.68% |
$296K - $297K
|
20.2K
$1.21M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.82KNew |
$287K - $288K
|
4.82K
$289K
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.5K+ 100.0% |
$149K - $150K
|
5K
$300K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.29K+ 3.07% |
$136K - $137K
|
76.9K
$4.61M
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.65KNew |
$98.3K - $98.7K
|
1.65K
$99K
|