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 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
33+ 0.94% |
$1.96K - $1.97K
|
3.54K
$213K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 1.06% |
$296 - $298
|
477
$28.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
163KNew |
$9.66M - $9.69M
|
163K
$9.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
157K+ 75.72% |
$9.3M - $9.33M
|
364K
$21.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
84.9KNew |
$5.04M - $5.05M
|
84.9K
$5.09M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
42.7KNew |
$2.53M - $2.54M
|
42.7K
$2.56M
|
|
|
Jan 26, 2023
Q3 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
39.5KNew |
$2.34M - $2.35M
|
39.5K
$2.37M
|
|
|
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
$505K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
5.7KNew |
$338K - $339K
|
5.7K
$342K
|
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.19KNew |
$308K - $309K
|
5.19K
$311K
|
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.75KNew |
$222K - $223K
|
3.75K
$225K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
52New |
$3.08K - $3.09K
|
52
$3.12K
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
39+ 0.4% |
$2.31K - $2.32K
|
9.7K
$582K
|
|
| 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
$757K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
445New |
$26.4K - $26.5K
|
445
$26.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
107New |
$6.35K - $6.37K
|
107
$6.42K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
64New |
$3.8K - $3.81K
|
64
$3.84K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4New |
$238 - $238
|
4
$240
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.03% |
$119 - $119
|
7.04K
$422K
|
|
| Q1 2022 | |||||||
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
830New |
$49.4K - $49.6K
|
830
$49.8K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
413New |
$24.6K - $24.7K
|
413
$24.8K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
91New |
$5.41K - $5.44K
|
91
$5.46K
|
|
| Q4 2021 | |||||||
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.43KNew |
$205K - $205K
|
3.43K
$206K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
449New |
$26.8K - $26.9K
|
449
$26.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
34New |
$2.03K - $2.04K
|
34
$2.04K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
9.1KNew |
$545K - $546K
|
9.1K
$546K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.08KNew |
$304K - $304K
|
5.08K
$304K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
86KNew |
$5.16M - $5.17M
|
86K
$5.16M
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
9.39KNew |
$563K - $565K
|
9.39K
$563K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
9.1KNew |
$546K - $547K
|
9.1K
$546K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
CALL |
52.7KNew |
$3.16M - $3.16M
|
52.7K
$3.16M
|
|