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 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.72K- 5.68% |
$103K - $104K
|
28.6K
$1.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-1.76K- 5.31% |
$105K - $106K
|
31.4K
$1.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.25K- 9.34% |
$135K - $135K
|
21.9K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2.58K- 13.18% |
$154K - $155K
|
17K
$1.02M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.65K- 25.3% |
$158K - $159K
|
7.82K
$468K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.82K- 0.89% |
$228K - $229K
|
423K
$25.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-5.22K- 23.58% |
$312K - $314K
|
16.9K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.43K- 1.25% |
$325K - $326K
|
431K
$25.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-5.81K- 3.58% |
$348K - $349K
|
157K
$9.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-5.95K- 93.7% |
$356K - $357K
|
400
$23.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-6.15K- 42.36% |
$368K - $369K
|
8.37K
$501K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6.63K- 62.52% |
$396K - $398K
|
3.97K
$238K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-6.67K- 18.57% |
$399K - $401K
|
29.3K
$1.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-10.8K- 4.91% |
$643K - $646K
|
208K
$12.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-13.6K- 4.97% |
$812K - $815K
|
259K
$15.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-14K- 11.35% |
$840K - $844K
|
110K
$6.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-64.8K- 53.61% |
$3.88M - $3.89M
|
56.1K
$3.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-237K- 18.42% |
$14.2M - $14.2M
|
1.05M
$62.8M
|