Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
315KNew |
$18.8M - $18.9M
|
315K
$18.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
247K+ 1689.74% |
$14.7M - $14.8M
|
261K
$15.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
209K+ 67.92% |
$12.5M - $12.6M
|
517K
$30.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
157KNew |
$9.37M - $9.42M
|
157K
$9.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
116KNew |
$6.92M - $6.95M
|
116K
$6.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
107K+ 76.57% |
$6.41M - $6.44M
|
247K
$14.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
105K+ 891.05% |
$6.28M - $6.31M
|
117K
$6.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
96.6KNew |
$5.77M - $5.8M
|
96.6K
$5.78M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.1KNew |
$3.11M - $3.13M
|
52.1K
$3.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
50.4K+ 80.61% |
$3.01M - $3.03M
|
113K
$6.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
37.2K+ 23.54% |
$2.22M - $2.23M
|
195K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.3K+ 8.14% |
$1.99M - $2M
|
443K
$26.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
31.1K+ 340.16% |
$1.86M - $1.87M
|
40.3K
$2.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
28.2KNew |
$1.68M - $1.69M
|
28.2K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
27.4K+ 21.37% |
$1.63M - $1.64M
|
155K
$9.29M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
25K+ 24.72% |
$1.5M - $1.5M
|
126K
$7.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
24.1K+ 12.92% |
$1.44M - $1.44M
|
210K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.7K+ 52.36% |
$1.3M - $1.3M
|
63.1K
$3.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
21.1K+ 589.18% |
$1.26M - $1.27M
|
24.7K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
20.5K+ 10.0% |
$1.22M - $1.23M
|
225K
$13.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.8KNew |
$1.13M - $1.13M
|
18.8K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15.2K+ 32.04% |
$910K - $915K
|
62.8K
$3.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
15.2K+ 6.61% |
$907K - $912K
|
245K
$14.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
13.8K+ 33.99% |
$823K - $827K
|
54.3K
$3.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
13KNew |
$779K - $783K
|
13K
$779K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12.7KNew |
$761K - $765K
|
12.7K
$762K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
12.4KNew |
$744K - $747K
|
12.4K
$744K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.7K+ 59.21% |
$699K - $703K
|
31.5K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.4K+ 123.56% |
$680K - $683K
|
20.6K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
10.6K+ 6.22% |
$633K - $636K
|
181K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10K+ 13344.0% |
$598K - $601K
|
10.1K
$603K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
9.32K+ 4.5% |
$557K - $560K
|
217K
$12.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.3K+ 16.28% |
$496K - $498K
|
59.3K
$3.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.69K+ 9.21% |
$459K - $461K
|
91.1K
$5.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
6.41KNew |
$383K - $384K
|
6.41K
$383K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.78K+ 78.57% |
$345K - $347K
|
13.1K
$786K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.42K+ 15.12% |
$324K - $326K
|
41.3K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.27K+ 2.06% |
$315K - $317K
|
261K
$15.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.25K+ 4.74% |
$254K - $255K
|
93.9K
$5.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
4.1K+ 2.62% |
$245K - $246K
|
161K
$9.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
4.09KNew |
$244K - $246K
|
4.09K
$245K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4K+ 15.08% |
$239K - $240K
|
30.5K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.86KNew |
$230K - $232K
|
3.86K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.78KNew |
$226K - $227K
|
3.78K
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.62KNew |
$216K - $217K
|
3.62K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.54K+ 22.1% |
$211K - $212K
|
19.5K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.51KNew |
$210K - $211K
|
3.51K
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.49K+ 3.31% |
$208K - $209K
|
109K
$6.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.4K+ 1.64% |
$203K - $204K
|
210K
$12.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.28K+ 149.25% |
$196K - $197K
|
5.48K
$327K
|