Latest Institutional Purchases of First Tr Enhanced Traded Fd Iv (FTSM)

FTSM Quotes by TradingView

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 12, 2024 Q2 2024
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
185K
New
$11M - $11M
185K $11M
Jul 23, 2024 Q2 2024
Private Advisory Group LLC

Redmond, WA
BUY
 -
46.1K
New
$2.75M - $2.76M
46.1K $2.76M
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
 -
4.82K
New
$287K - $288K
4.82K $288K
Aug 15, 2024 Q2 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
2.5K
+ 100.0%
$149K - $150K
5K $299K
Aug 09, 2024 Q2 2024
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
2.29K
+ 3.07%
$136K - $137K
76.9K $4.6M
Jul 12, 2024 Q2 2024
Webster Bank, N. A.

BUY
 -
1.65K
New
$98.3K - $98.7K
1.65K $98.8K
Jul 09, 2024 Q2 2024
Hilltop National Bank

Casper, WY
BUY
 -
1.27K
New
$75.4K - $75.8K
1.27K $75.8K
Aug 13, 2024 Q2 2024
Centric Wealth Management

BUY
 -
635
+ 4.9%
$37.8K - $38K
13.6K $814K
Aug 14, 2024 Q2 2024
Toroso Investments, LLC

Massapequa, NY
BUY
 -
538
+ 1.96%
$32K - $32.2K
28K $1.68M
Aug 06, 2024 Q2 2024
Sandy Spring Bank

BUY
 -
435
New
$25.9K - $26K
435 $26K
Aug 09, 2024 Q2 2024
Cibc Private Wealth Group, LLC

BUY
 -
335
New
$19.9K - $20K
335 $20.1K
Aug 14, 2024 Q2 2024
Mowery & Schoenfeld Wealth Management, LLC

Lincolnshire, IL
BUY
 -
31
New
$1.85K - $1.85K
31 $1.86K
Jul 29, 2024 Q2 2024
Crewe Advisors LLC

BUY
 -
9
New
$536 - $538
9 $539
Aug 13, 2024 Q2 2024
Penserra Capital Management LLC

Orinda, CA
BUY
 -
5
+ 3.91%
$298 - $299
133 $7.96K
Jul 12, 2024 Q2 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
1
+ 0.16%
$59.6 - $59.8
631 $37.8K
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
138K
+ 41.08%
$8.26M - $8.3M
476K $28.5M
Jan 27, 2025 Q1 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
7.52K
New
$448K - $450K
7.52K $450K
May 14, 2024 Q1 2024
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
6.93K
+ 53.99%
$413K - $415K
19.8K $1.18M
May 15, 2024 Q1 2024
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
4.61K
New
$275K - $276K
4.61K $276K
Apr 18, 2024 Q1 2024
Claro Advisors LLC

Boston, MA
BUY
 -
3.88K
New
$232K - $233K
3.88K $232K
Apr 19, 2024 Q1 2024
Edge Financial Advisors LLC

Wheaton, IL
BUY
 -
3.87K
New
$231K - $232K
3.87K $232K
Apr 30, 2024 Q1 2024
Derbend Asset Management

BUY
 -
3.41K
+ 52.71%
$203K - $204K
9.87K $591K
May 06, 2024 Q1 2024
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
956
New
$57K - $57.3K
956 $57.2K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
780
New
$46.5K - $46.7K
780 $46.7K
Apr 25, 2024 Q1 2024
Allworth Financial LP

BUY
 -
500
+ 14.14%
$29.8K - $30K
4.04K $242K
May 10, 2024 Q1 2024
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
313
+ 4.38%
$18.7K - $18.8K
7.47K $447K
Apr 08, 2024 Q1 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
235
New
$14K - $14.1K
235 $14.1K
Apr 17, 2024 Q1 2024
Private Ocean, LLC

BUY
 -
214
New
$12.8K - $12.8K
214 $12.8K
May 06, 2024 Q1 2024
South State Corp

BUY
 -
124
New
$7.39K - $7.43K
124 $7.42K
May 13, 2024 Q1 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
90
New
$5.37K - $5.39K
90 $5.39K
Apr 24, 2024 Q1 2024
Newbridge Financial Services Group, Inc.

BUY
 -
27
New
$1.61K - $1.62K
27 $1.62K
Apr 17, 2024 Q1 2024
Lvz, Inc.

BUY
 -
15
+ 0.34%
$894 - $899
4.37K $262K
May 01, 2024 Q1 2024
Rakuten Securities, Inc.

Tokyo, M0
BUY
 -
1
New
$59.6 - $59.9
1 $59.9
Q4 2023
Jan 12, 2024 Q4 2023
Wealthsource Partners, LLC

BUY
 -
97.2K
+ 39.47%
$5.78M - $5.82M
344K $20.6M
May 30, 2024 Q4 2023
Motiv8 Investments LLC

Port St. Lucie, FL
BUY
 -
81.9K
New
$4.87M - $4.9M
81.9K $4.91M
Feb 12, 2024 Q4 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
26.7K
New
$1.58M - $1.6M
26.7K $1.6M
Feb 07, 2024 Q4 2023
One Degree Advisors Inc

San Diego, CA
BUY
 -
16.3K
New
$969K - $976K
16.3K $976K
Jan 30, 2024 Q4 2023
Dakota Wealth Management

BUY
 -
14.5K
New
$864K - $870K
14.5K $870K
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
10.1K
New
$601K - $606K
10.1K $606K
Jan 11, 2024 Q4 2023
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
3.99K
New
$237K - $239K
3.99K $239K
Jan 09, 2024 Q4 2023
Dfpg Investments, LLC

BUY
 -
839
+ 1.78%
$49.9K - $50.2K
47.9K $2.87M
Feb 09, 2024 Q4 2023
Sachetta, LLC

Lynnfield, MA
BUY
 -
500
New
$29.7K - $29.9K
500 $29.9K
Jan 18, 2024 Q4 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
303
New
$18K - $18.1K
303 $18.1K
Jan 10, 2024 Q4 2023
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
240
New
$14.3K - $14.4K
240 $14.4K
Jan 17, 2024 Q4 2023
New Millennium Group LLC

Sandy, UT
BUY
 -
124
New
$7.37K - $7.42K
124 $7.42K
Feb 07, 2024 Q4 2023
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
40
New
$2.38K - $2.39K
40 $2.39K
Feb 15, 2024 Q4 2023
Main Street Group, LTD

Glen Allen, VA
BUY
 -
35
New
$2.08K - $2.09K
35 $2.1K

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