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 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-13.6K- 26.56% |
$815K - $819K
|
37.7K
$2.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.2K- 3.53% |
$909K - $914K
|
415K
$24.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-15.5K- 23.59% |
$926K - $930K
|
50.1K
$3M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-16.2K- 17.12% |
$967K - $972K
|
78.3K
$4.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-16.7K- 7.51% |
$996K - $1M
|
205K
$12.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.6K- 2.12% |
$1.11M - $1.12M
|
858K
$51.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-21.6K- 7.57% |
$1.29M - $1.3M
|
264K
$15.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-26.5K- 30.78% |
$1.58M - $1.59M
|
59.5K
$3.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-35.2K- 83.02% |
$2.1M - $2.11M
|
7.19K
$431K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-35.3K- 36.13% |
$2.11M - $2.12M
|
62.4K
$3.74M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
SELL
|
- |
-42.8K- 43.37% |
$2.56M - $2.57M
|
55.9K
$3.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-49.1K- 37.19% |
$2.94M - $2.95M
|
83K
$4.97M
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-49.9K- 28.86% |
$2.98M - $3M
|
123K
$7.37M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-51.3K- 70.7% |
$3.07M - $3.09M
|
21.3K
$1.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-58.8K- 37.86% |
$3.52M - $3.54M
|
96.5K
$5.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-140K- 17.53% |
$8.35M - $8.39M
|
657K
$39.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
SELL
|
- |
-141K- 25.17% |
$8.43M - $8.47M
|
419K
$25.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-144K- 49.97% |
$8.61M - $8.65M
|
144K
$8.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-161K- 94.45% |
$9.61M - $9.66M
|
9.45K
$566K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-1.05M- 98.24% |
$62.6M - $62.9M
|
18.8K
$1.12M
|