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 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.61K+ 30.9% |
$96.5K - $97K
|
6.83K
$409K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.46K+ 5.65% |
$87.4K - $87.8K
|
27.3K
$1.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.4K+ 9.32% |
$83.9K - $84.3K
|
16.4K
$985K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.33K+ 1.38% |
$79.7K - $80.1K
|
98.1K
$5.88M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.28K+ 3.69% |
$76.6K - $76.9K
|
36K
$2.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.28K+ 8.67% |
$76.5K - $76.9K
|
16K
$961K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.18K+ 3.57% |
$70.6K - $71K
|
34.3K
$2.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.07K+ 0.55% |
$64.2K - $64.6K
|
195K
$11.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
942+ 0.73% |
$56.3K - $56.6K
|
130K
$7.76M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
865+ 2.36% |
$51.7K - $52K
|
37.6K
$2.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
828+ 2.49% |
$49.5K - $49.8K
|
34.1K
$2.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
810+ 1.68% |
$48.4K - $48.7K
|
49.1K
$2.94M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
800New |
$47.8K - $48.1K
|
800
$47.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
800+ 2.2% |
$47.8K - $48.1K
|
37.2K
$2.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
742+ 2.23% |
$44.4K - $44.6K
|
34K
$2.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
739+ 1.37% |
$44.2K - $44.4K
|
54.8K
$3.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
636+ 4.3% |
$38K - $38.2K
|
15.4K
$925K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
601+ 3.06% |
$35.9K - $36.1K
|
20.2K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
591New |
$35.3K - $35.5K
|
591
$35.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
525+ 4.04% |
$31.4K - $31.6K
|
13.5K
$810K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
515+ 1.38% |
$30.8K - $31K
|
37.7K
$2.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
337+ 1.61% |
$20.2K - $20.3K
|
21.2K
$1.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
332+ 2.89% |
$19.9K - $20K
|
11.8K
$708K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
244+ 5.6% |
$14.6K - $14.7K
|
4.6K
$276K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
202+ 3.08% |
$12.1K - $12.1K
|
6.75K
$405K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
144+ 0.78% |
$8.61K - $8.66K
|
18.6K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
123+ 1.09% |
$7.36K - $7.39K
|
11.4K
$683K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
111+ 2.95% |
$6.64K - $6.67K
|
3.87K
$232K
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
101+ 0.8% |
$6.04K - $6.07K
|
12.7K
$761K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
82+ 2.18% |
$4.9K - $4.93K
|
3.85K
$231K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
70+ 0.7% |
$4.19K - $4.21K
|
10K
$599K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
49+ 13.14% |
$2.93K - $2.95K
|
422
$25.3K
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
44+ 0.28% |
$2.63K - $2.64K
|
15.6K
$934K
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
43+ 0.4% |
$2.57K - $2.58K
|
10.8K
$646K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
12New |
$718 - $721
|
12
$719
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10+ 0.18% |
$598 - $601
|
5.44K
$326K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
7+ 1.12% |
$419 - $421
|
630
$37.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.09% |
$299 - $301
|
5.49K
$329K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.77% |
$239 - $240
|
525
$31.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-14- 0.03% |
$837 - $842
|
50.4K
$3.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-22- 0.25% |
$1.32K - $1.32K
|
8.96K
$537K
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-25- 0.11% |
$1.5K - $1.5K
|
22.1K
$1.32M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-33- 0.47% |
$1.97K - $1.98K
|
6.92K
$414K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-47- 0.94% |
$2.81K - $2.83K
|
4.94K
$296K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-188- 2.4% |
$11.2K - $11.3K
|
7.63K
$457K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-195- 1.29% |
$11.7K - $11.7K
|
14.9K
$895K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 7.52% |
$12K - $12K
|
2.46K
$147K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-208- 4.61% |
$12.4K - $12.5K
|
4.3K
$258K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-215- 1.6% |
$12.9K - $12.9K
|
13.2K
$793K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-225- 55.56% |
$13.5K - $13.5K
|
180
$10.8K
|