Purchases and Sales Made in Q2 2025 in First Tr Enhanced Traded Fd Iv (FTSM)
This table provides information about the institutional ownership of First Tr Enhanced Traded Fd Iv (FTSM) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TR ENHANCED TRADED FD IV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
166KNew |
$9.92M - $9.97M
|
166K
$9.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
151K+ 31.5% |
$9M - $9.04M
|
628K
$37.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
66.3K+ 211.47% |
$3.96M - $3.98M
|
97.7K
$5.85M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
65.7K+ 198.69% |
$3.93M - $3.95M
|
98.7K
$5.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
49.5KNew |
$2.96M - $2.97M
|
49.5K
$2.96M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
49.1K+ 19.99% |
$2.94M - $2.95M
|
295K
$17.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
42.1K+ 213.37% |
$2.52M - $2.53M
|
61.8K
$3.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
36.9K+ 668.86% |
$2.2M - $2.21M
|
42.4K
$2.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24.6KNew |
$1.47M - $1.48M
|
24.6K
$1.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
17K+ 16.06% |
$1.01M - $1.02M
|
123K
$7.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
16.7K+ 320.64% |
$998K - $1M
|
21.9K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
16.5K+ 3.18% |
$988K - $993K
|
537K
$32.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
16.4K+ 6.43% |
$978K - $983K
|
271K
$16.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
7.44K+ 4.36% |
$445K - $447K
|
178K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.34K+ 21.49% |
$379K - $381K
|
35.8K
$2.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
4.13KNew |
$247K - $248K
|
4.13K
$247K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.19K+ 19.86% |
$191K - $192K
|
19.3K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.34K+ 5.46% |
$140K - $140K
|
45.1K
$2.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.68K+ 6.94% |
$100K - $101K
|
25.9K
$1.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.04K+ 3.5% |
$62.4K - $62.7K
|
30.9K
$1.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
595+ 9.34% |
$35.6K - $35.7K
|
6.96K
$417K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
332+ 7.13% |
$19.9K - $19.9K
|
4.99K
$299K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
295+ 6.93% |
$17.6K - $17.7K
|
4.55K
$272K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
141New |
$8.43K - $8.47K
|
141
$8.44K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
104+ 0.93% |
$6.22K - $6.25K
|
11.3K
$675K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
102+ 0.82% |
$6.1K - $6.13K
|
12.6K
$754K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
68+ 0.94% |
$4.07K - $4.08K
|
7.32K
$438K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
47+ 0.63% |
$2.81K - $2.82K
|
7.45K
$446K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
17+ 0.28% |
$1.02K - $1.02K
|
6.09K
$364K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 1.25% |
$299 - $300
|
405
$24.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.09% |
$299 - $300
|
5.48K
$328K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-24- 0.6% |
$1.44K - $1.44K
|
4K
$239K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-56- 1.27% |
$3.35K - $3.36K
|
4.36K
$261K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-76- 0.1% |
$4.54K - $4.57K
|
72.6K
$4.35M
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-105- 2.63% |
$6.28K - $6.31K
|
3.89K
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-122- 0.23% |
$7.3K - $7.33K
|
54.1K
$3.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-228- 1.14% |
$13.6K - $13.7K
|
19.8K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-273- 3.95% |
$16.3K - $16.4K
|
6.63K
$397K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-348- 0.94% |
$20.8K - $20.9K
|
36.7K
$2.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Client First Investment Management LLC
West Bend, WI |
SELL
|
- |
-376- 8.12% |
$22.5K - $22.6K
|
4.26K
$255K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-419- 10.57% |
$25.1K - $25.2K
|
3.54K
$212K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-510- 5.49% |
$30.5K - $30.6K
|
8.78K
$525K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-539- 4.68% |
$32.2K - $32.4K
|
11K
$658K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-638- 6.8% |
$38.2K - $38.3K
|
8.74K
$523K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-750- 3.29% |
$44.9K - $45.1K
|
22.1K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-789- 15.82% |
$47.2K - $47.4K
|
4.2K
$251K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-834- 18.15% |
$49.9K - $50.1K
|
3.76K
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-997- 5.43% |
$59.6K - $59.9K
|
17.4K
$1.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-1.56K- 8.09% |
$93.2K - $93.6K
|
17.7K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.65K- 8.85% |
$98.4K - $98.8K
|
16.9K
$1.01M
|