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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
52.5K+ 31.51% |
$3.12M - $3.13M
|
219K
$13.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
28.5KNew |
$1.7M - $1.7M
|
28.5K
$1.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
23.8KNew |
$1.41M - $1.42M
|
23.8K
$1.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
21K+ 151.47% |
$1.25M - $1.25M
|
34.8K
$2.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
10.4KNew |
$616K - $618K
|
10.4K
$621K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
9.16KNew |
$544K - $547K
|
9.16K
$550K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.66KNew |
$514K - $517K
|
8.66K
$519K
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
4.22KNew |
$251K - $252K
|
4.22K
$253K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
4.17KNew |
$248K - $249K
|
4.17K
$250K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
3.78KNew |
$224K - $225K
|
3.78K
$226K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.44KNew |
$204K - $205K
|
3.44K
$206K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.33K+ 18.26% |
$78.8K - $79.1K
|
8.59K
$515K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
800New |
$47.5K - $47.8K
|
800
$48K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
731New |
$43.4K - $43.6K
|
731
$43.9K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
634+ 1.65% |
$37.7K - $37.8K
|
39.1K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
600+ 9.75% |
$35.7K - $35.8K
|
6.76K
$405K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
353+ 9.78% |
$21K - $21.1K
|
3.96K
$238K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
233New |
$13.8K - $13.9K
|
233
$14K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
209New |
$12.4K - $12.5K
|
209
$12.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
83+ 0.89% |
$4.93K - $4.95K
|
9.46K
$567K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
52+ 0.65% |
$3.09K - $3.1K
|
8.01K
$480K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.43M+ 6915.55% |
$145M - $145M
|
2.47M
$148M
|
|
|
Aug 09, 2023
Q2 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.33MNew |
$78.7M - $79.2M
|
1.33M
$79.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
258KNew |
$15.3M - $15.4M
|
258K
$15.5M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
215KNew |
$12.8M - $12.8M
|
215K
$12.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
53.4KNew |
$3.17M - $3.19M
|
53.4K
$3.2M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
21.8K+ 50.25% |
$1.3M - $1.3M
|
65.3K
$3.92M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
20.2KNew |
$1.2M - $1.21M
|
20.2K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
5.75K+ 37.27% |
$342K - $343K
|
21.2K
$1.27M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.38K+ 60.64% |
$320K - $322K
|
14.3K
$855K
|
|
|
Aug 10, 2023
Q2 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.48KNew |
$206K - $208K
|
3.48K
$208K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.4KNew |
$202K - $203K
|
3.4K
$204K
|
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
1.21K+ 3.88% |
$71.6K - $72K
|
32.3K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
466New |
$27.7K - $27.8K
|
466
$28K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
380New |
$22.6K - $22.7K
|
380
$22.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
227New |
$13.5K - $13.6K
|
227
$13.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
162+ 1.9% |
$9.62K - $9.68K
|
8.71K
$522K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
151New |
$8.97K - $9.02K
|
151
$9.06K
|
|
|
Jul 14, 2023
Q2 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
8+ 0.09% |
$475 - $478
|
8.86K
$532K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.85% |
$59.4 - $59.7
|
55
$3.3K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
102KNew |
$6.09M - $6.11M
|
102K
$6.14M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
56.2K+ 588.56% |
$3.34M - $3.36M
|
65.8K
$3.95M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
6.52KNew |
$387K - $389K
|
6.52K
$391K
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.04KNew |
$359K - $360K
|
6.04K
$362K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
6KNew |
$357K - $358K
|
6K
$360K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
5.67K+ 35.42% |
$337K - $338K
|
21.7K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.53K+ 9.92% |
$269K - $270K
|
50.1K
$3.01M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.15KNew |
$246K - $248K
|
4.15K
$249K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.98KNew |
$236K - $237K
|
3.98K
$239K
|
|