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 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-262- 1.16% |
$15.7K - $15.7K
|
22.3K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-297- 3.11% |
$17.7K - $17.8K
|
9.27K
$554K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-385- 6.37% |
$23K - $23.1K
|
5.66K
$339K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-425- 3.3% |
$25.4K - $25.5K
|
12.5K
$744K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-441- 11.19% |
$26.3K - $26.5K
|
3.5K
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-471- 4.79% |
$28.1K - $28.3K
|
9.37K
$560K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-476- 8.34% |
$28.4K - $28.6K
|
5.23K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
SELL
|
- |
-496- 2.48% |
$29.6K - $29.8K
|
19.5K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-536- 5.53% |
$32K - $32.2K
|
9.16K
$547K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-551- 3.14% |
$32.9K - $33.1K
|
17K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-558- 22.72% |
$33.3K - $33.5K
|
1.9K
$113K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-569- 2.74% |
$34K - $34.2K
|
20.2K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-711- 0.47% |
$42.5K - $42.7K
|
150K
$9M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-749- 5.17% |
$44.7K - $45K
|
13.7K
$821K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-771- 9.74% |
$46.1K - $46.3K
|
7.15K
$427K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-806- 27.27% |
$48.2K - $48.4K
|
2.15K
$129K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-859- 13.77% |
$51.3K - $51.6K
|
5.38K
$322K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-919- 3.29% |
$54.9K - $55.2K
|
27K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-933- 11.77% |
$55.7K - $56K
|
7K
$418K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-952- 31.59% |
$56.9K - $57.1K
|
2.06K
$123K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.26K- 6.9% |
$75.4K - $75.8K
|
17K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.28K- 97.49% |
$76.6K - $77K
|
33
$1.97K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.37K- 3.61% |
$81.5K - $81.9K
|
36.4K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.39K- 32.42% |
$83.1K - $83.5K
|
2.9K
$173K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.66K- 9.79% |
$99.2K - $99.7K
|
15.3K
$915K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-2.24K- 2.09% |
$134K - $134K
|
105K
$6.26M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.46K- 9.72% |
$147K - $147K
|
22.8K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-2.48K- 14.0% |
$148K - $149K
|
15.2K
$909K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2.6K- 2.79% |
$156K - $156K
|
90.6K
$5.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.64K- 2.71% |
$158K - $158K
|
94.6K
$5.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.79K- 0.25% |
$167K - $167K
|
1.13M
$67.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.1K- 12.57% |
$185K - $186K
|
21.5K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.18K- 11.03% |
$190K - $191K
|
25.7K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.33K- 18.23% |
$199K - $200K
|
14.9K
$893K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-3.56K- 29.05% |
$213K - $214K
|
8.7K
$520K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.6K- 7.56% |
$215K - $216K
|
44K
$2.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-3.7K- 13.39% |
$221K - $222K
|
24K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.86K- 22.95% |
$230K - $231K
|
12.9K
$773K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.35K- 37.86% |
$260K - $261K
|
7.15K
$427K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.62K- 13.45% |
$276K - $277K
|
29.7K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-5.55K- 9.03% |
$331K - $333K
|
55.9K
$3.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-5.56K- 2.68% |
$332K - $334K
|
202K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-5.61K- 15.29% |
$335K - $336K
|
31K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-6.17K- 11.32% |
$369K - $370K
|
48.3K
$2.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-7.98K- 38.47% |
$477K - $479K
|
12.8K
$763K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-8.49K- 53.82% |
$507K - $510K
|
7.29K
$436K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.51K- 3.9% |
$568K - $571K
|
234K
$14M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-9.76K- 69.32% |
$583K - $586K
|
4.32K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.1K- 60.09% |
$605K - $608K
|
6.72K
$402K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.1K- 5.92% |
$605K - $608K
|
161K
$9.62M
|