Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
334KNew |
$20M - $20.1M
|
334K
$20M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
295K+ 18.81% |
$17.6M - $17.7M
|
1.86M
$112M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
183K+ 43.15% |
$10.9M - $11M
|
606K
$36.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
135K+ 239.89% |
$8.05M - $8.09M
|
191K
$11.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
132K+ 105.3% |
$7.87M - $7.91M
|
256K
$15.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
117KNew |
$6.98M - $7.02M
|
117K
$6.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
97.7K+ 184.16% |
$5.85M - $5.88M
|
151K
$9.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
75.6K+ 1326.93% |
$4.52M - $4.55M
|
81.3K
$4.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
31.4K+ 40.21% |
$1.88M - $1.89M
|
110K
$6.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
29.8KNew |
$1.78M - $1.79M
|
29.8K
$1.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
28K+ 5.22% |
$1.67M - $1.68M
|
565K
$33.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
25.7KNew |
$1.53M - $1.54M
|
25.7K
$1.54M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
BUY
|
- |
24.2K+ 8.21% |
$1.45M - $1.45M
|
319K
$19.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
22.9K+ 6.75% |
$1.37M - $1.37M
|
361K
$21.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
20.2K+ 51.18% |
$1.21M - $1.22M
|
59.7K
$3.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
19.8K+ 10.16% |
$1.18M - $1.19M
|
214K
$12.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
19.7K+ 7.27% |
$1.18M - $1.18M
|
290K
$17.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
14.3K+ 359.61% |
$855K - $859K
|
18.3K
$1.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
12.8K+ 4.43% |
$763K - $767K
|
301K
$18M
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
12.5K+ 10.17% |
$746K - $749K
|
135K
$8.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
10.6K+ 6.8% |
$637K - $640K
|
167K
$10M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.6KNew |
$636K - $639K
|
10.6K
$637K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.43K+ 3.58% |
$564K - $567K
|
273K
$16.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
9.15K+ 47.53% |
$547K - $550K
|
28.4K
$1.7M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.99K+ 15.17% |
$538K - $541K
|
68.3K
$4.09M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
8.51KNew |
$509K - $512K
|
8.51K
$510K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
6.52K+ 3.13% |
$390K - $392K
|
215K
$12.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
5.79K+ 11.69% |
$346K - $348K
|
55.3K
$3.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.13K+ 5.27% |
$307K - $308K
|
102K
$6.13M
|
|
|
Oct 08, 2025
Q3 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
4.68K+ 2.63% |
$280K - $281K
|
183K
$10.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.64KNew |
$278K - $279K
|
4.64K
$278K
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.13K+ 3.93% |
$247K - $248K
|
109K
$6.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
4.12K+ 23.31% |
$247K - $248K
|
21.8K
$1.31M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.1K+ 5.11% |
$245K - $246K
|
84.3K
$5.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.39K+ 48.66% |
$203K - $204K
|
10.4K
$620K
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.34KNew |
$200K - $201K
|
3.34K
$200K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.33K+ 2.31% |
$199K - $200K
|
147K
$8.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.29K+ 33.73% |
$197K - $198K
|
13K
$781K
|
|
|
Oct 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
3.11K+ 79.96% |
$186K - $187K
|
7.01K
$420K
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
2.8K+ 8.91% |
$167K - $168K
|
34.2K
$2.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2.72K+ 33.44% |
$163K - $164K
|
10.9K
$651K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.41K+ 6.72% |
$144K - $145K
|
38.2K
$2.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.2K+ 1.88% |
$132K - $132K
|
119K
$7.13M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.93K+ 7.85% |
$116K - $116K
|
26.5K
$1.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.88KNew |
$113K - $113K
|
1.88K
$113K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.88K+ 19.44% |
$112K - $113K
|
11.5K
$691K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.81K+ 7.16% |
$108K - $109K
|
27.1K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.69K+ 30.64% |
$101K - $101K
|
7.2K
$431K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.67K+ 5.23% |
$99.7K - $100K
|
33.5K
$2.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.61K+ 30.9% |
$96.5K - $97K
|
6.83K
$409K
|