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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.18KNew |
$189K - $190K
|
3.18K
$190K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.88KNew |
$112K - $112K
|
1.88K
$112K
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.3K+ 1.14% |
$77.2K - $77.5K
|
115K
$6.87M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
999+ 8.04% |
$59.4K - $59.6K
|
13.4K
$802K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
950New |
$56.5K - $56.7K
|
950
$56.8K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
533New |
$31.7K - $31.8K
|
533
$31.9K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
412+ 201.96% |
$24.5K - $24.6K
|
616
$36.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
254+ 3.3% |
$15.1K - $15.2K
|
7.96K
$476K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
213New |
$12.7K - $12.7K
|
213
$12.7K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
136New |
$8.08K - $8.12K
|
136
$8.13K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
83New |
$4.93K - $4.96K
|
83
$4.96K
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
55+ 0.68% |
$3.27K - $3.28K
|
8.2K
$490K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
14+ 0.66% |
$832 - $836
|
2.14K
$128K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.71% |
$297 - $299
|
712
$42.6K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
35.1KNew |
$2.08M - $2.09M
|
35.1K
$2.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
20KNew |
$1.19M - $1.19M
|
20K
$1.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
15.6KNew |
$927K - $932K
|
15.6K
$935K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.8KNew |
$758K - $762K
|
12.8K
$764K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8.4K+ 11.4% |
$498K - $501K
|
82.1K
$4.91M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.71KNew |
$457K - $459K
|
7.71K
$461K
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.58KNew |
$331K - $333K
|
5.58K
$334K
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4.48KNew |
$265K - $267K
|
4.48K
$268K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.23K+ 20.69% |
$72.9K - $73.3K
|
7.18K
$429K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
601+ 100.0% |
$35.6K - $35.8K
|
1.2K
$71.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
500New |
$29.6K - $29.8K
|
500
$29.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
153New |
$9.07K - $9.12K
|
153
$9.15K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
33+ 0.94% |
$1.96K - $1.97K
|
3.54K
$212K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 1.06% |
$296 - $298
|
477
$28.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
163KNew |
$9.66M - $9.69M
|
163K
$9.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
157K+ 75.72% |
$9.3M - $9.33M
|
364K
$21.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
84.9KNew |
$5.04M - $5.05M
|
84.9K
$5.08M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
42.7KNew |
$2.53M - $2.54M
|
42.7K
$2.55M
|
|
|
Jan 26, 2023
Q3 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
39.5KNew |
$2.34M - $2.35M
|
39.5K
$2.36M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
23.9KNew |
$1.42M - $1.42M
|
23.9K
$1.43M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
20KNew |
$1.19M - $1.19M
|
20K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8.41KNew |
$499K - $501K
|
8.41K
$503K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
5.7KNew |
$338K - $339K
|
5.7K
$341K
|
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.19KNew |
$308K - $309K
|
5.19K
$310K
|
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.75KNew |
$222K - $223K
|
3.75K
$224K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
52New |
$3.08K - $3.09K
|
52
$3.11K
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
39+ 0.4% |
$2.31K - $2.32K
|
9.7K
$580K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
25.2KNew |
$1.5M - $1.5M
|
25.2K
$1.51M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
14.7K+ 191.35% |
$874K - $877K
|
22.4K
$1.34M
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
12.6KNew |
$749K - $752K
|
12.6K
$754K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
445New |
$26.4K - $26.5K
|
445
$26.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
107New |
$6.35K - $6.37K
|
107
$6.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
64New |
$3.8K - $3.81K
|
64
$3.83K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4New |
$238 - $238
|
4
$239
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.03% |
$119 - $119
|
7.04K
$421K
|
|