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 |
|---|---|---|---|---|---|---|---|
|
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
$238K
|
|
|
May 15, 2023
Q1 2023
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
3.48KNew |
$207K - $207K
|
3.48K
$208K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.18KNew |
$189K - $190K
|
3.18K
$191K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.88KNew |
$112K - $112K
|
1.88K
$113K
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.3K+ 1.14% |
$77.2K - $77.5K
|
115K
$6.89M
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
950New |
$56.5K - $56.7K
|
950
$57K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
533New |
$31.7K - $31.8K
|
533
$32K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
412+ 201.96% |
$24.5K - $24.6K
|
616
$36.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
254+ 3.3% |
$15.1K - $15.2K
|
7.96K
$477K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
213New |
$12.7K - $12.7K
|
213
$12.8K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
136New |
$8.08K - $8.12K
|
136
$8.16K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
83New |
$4.93K - $4.96K
|
83
$4.98K
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
55+ 0.68% |
$3.27K - $3.28K
|
8.2K
$492K
|
|
|
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
$42.7K
|
|
|
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
$2.11M
|
|
|
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
$938K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.8KNew |
$758K - $762K
|
12.8K
$767K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8.4K+ 11.4% |
$498K - $501K
|
82.1K
$4.92M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.71KNew |
$457K - $459K
|
7.71K
$462K
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.58KNew |
$331K - $333K
|
5.58K
$335K
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4.48KNew |
$265K - $267K
|
4.48K
$269K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.23K+ 20.69% |
$72.9K - $73.3K
|
7.18K
$430K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
601+ 100.0% |
$35.6K - $35.8K
|
1.2K
$72.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
500New |
$29.6K - $29.8K
|
500
$30K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
153New |
$9.07K - $9.12K
|
153
$9.18K
|
|