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 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-250- 3.68% |
$15K - $15K
|
6.55K
$392K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-267- 66.75% |
$16K - $16K
|
133
$7.97K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-310- 19.9% |
$18.5K - $18.6K
|
1.25K
$74.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-327- 4.51% |
$19.6K - $19.7K
|
6.93K
$415K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-329- 0.88% |
$19.7K - $19.8K
|
37K
$2.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-372- 3.3% |
$22.2K - $22.4K
|
10.9K
$654K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-450- 5.15% |
$26.9K - $27K
|
8.29K
$497K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-458- 4.17% |
$27.4K - $27.5K
|
10.5K
$631K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-471- 0.24% |
$28.2K - $28.3K
|
199K
$11.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-515- 3.04% |
$30.8K - $31K
|
16.4K
$983K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-574- 1.11% |
$34.3K - $34.5K
|
51.3K
$3.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Client First Investment Management LLC
West Bend, WI |
SELL
|
- |
-619- 14.54% |
$37K - $37.2K
|
3.64K
$218K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-782- 17.18% |
$46.8K - $47K
|
3.77K
$226K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-812- 2.84% |
$48.6K - $48.8K
|
27.8K
$1.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-818- 2.37% |
$48.9K - $49.2K
|
33.7K
$2.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-918- 0.6% |
$54.9K - $55.2K
|
152K
$9.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.1K- 5.56% |
$65.9K - $66.2K
|
18.7K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.13K- 19.1% |
$67.6K - $67.9K
|
4.79K
$287K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.22K- 5.56% |
$72.7K - $73.1K
|
20.7K
$1.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.32K- 26.52% |
$78.7K - $79.1K
|
3.65K
$218K
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1.35K- 26.02% |
$80.5K - $80.9K
|
3.83K
$229K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.37K- 2.6% |
$81.7K - $82.1K
|
51.2K
$3.07M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 20.93% |
$91.6K - $92K
|
5.78K
$347K
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-1.67K- 29.19% |
$99.6K - $100K
|
4.04K
$242K
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-1.72K- 8.39% |
$103K - $103K
|
18.7K
$1.12M
|
|
|
Oct 06, 2025
Q3 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-1.88K- 28.38% |
$113K - $113K
|
4.75K
$285K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.14K- 0.34% |
$128K - $128K
|
626K
$37.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.26K- 31.15% |
$135K - $136K
|
4.99K
$299K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.66K- 31.72% |
$159K - $160K
|
5.72K
$343K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.83K- 19.0% |
$170K - $170K
|
12.1K
$724K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2.98K- 17.61% |
$178K - $179K
|
14K
$836K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.21K- 5.37% |
$192K - $193K
|
56.5K
$3.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.46K- 15.95% |
$207K - $208K
|
18.2K
$1.09M
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-3.82K- 17.95% |
$228K - $230K
|
17.5K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-4.36K- 9.65% |
$261K - $262K
|
40.8K
$2.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-4.54K- 51.45% |
$272K - $273K
|
4.29K
$257K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-4.62K- 52.68% |
$277K - $278K
|
4.15K
$249K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-4.63K- 27.28% |
$277K - $278K
|
12.3K
$739K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-4.64K- 3.17% |
$278K - $279K
|
142K
$8.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.73K- 10.38% |
$283K - $284K
|
40.8K
$2.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
SELL
|
- |
-5K- 28.38% |
$299K - $300K
|
12.6K
$755K
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-5.12K- 45.06% |
$306K - $308K
|
6.24K
$374K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-5.57K- 17.06% |
$333K - $335K
|
27.1K
$1.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.07K- 22.26% |
$363K - $365K
|
21.2K
$1.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-6.34K- 30.75% |
$379K - $381K
|
14.3K
$855K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.92K- 9.46% |
$414K - $416K
|
66.2K
$3.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-7.13K- 98.34% |
$426K - $428K
|
120
$7.19K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-7.19K- 30.59% |
$430K - $432K
|
16.3K
$977K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-7.97K- 11.19% |
$477K - $479K
|
63.3K
$3.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.7K- 48.84% |
$697K - $701K
|
12.2K
$732K
|