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 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-13.3K- 17.56% |
$792K - $796K
|
62.2K
$3.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-14.8K- 35.97% |
$883K - $887K
|
26.3K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-14.9K- 33.62% |
$892K - $896K
|
29.5K
$1.76M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-18.6K- 7.51% |
$1.11M - $1.12M
|
229K
$13.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19.4K- 99.86% |
$1.16M - $1.16M
|
27
$1.61K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20.4K- 12.72% |
$1.22M - $1.23M
|
140K
$8.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.5K- 19.29% |
$1.4M - $1.41M
|
98.1K
$5.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-28.5K- 3.24% |
$1.7M - $1.71M
|
853K
$51M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-30.4K- 40.68% |
$1.81M - $1.82M
|
44.3K
$2.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-33.9K- 20.13% |
$2.03M - $2.04M
|
135K
$8.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-37.3K- 30.26% |
$2.23M - $2.24M
|
86K
$5.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-41.3K- 12.27% |
$2.47M - $2.48M
|
295K
$17.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-45.6K- 9.03% |
$2.73M - $2.74M
|
460K
$27.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-48.1K- 45.44% |
$2.87M - $2.89M
|
57.8K
$3.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-51.4K- 18.89% |
$3.07M - $3.08M
|
220K
$13.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-54.3K- 49.39% |
$3.24M - $3.26M
|
55.6K
$3.32M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-68.1K- 23.73% |
$4.07M - $4.09M
|
219K
$13.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-71.9K- 11.85% |
$4.29M - $4.31M
|
535K
$32M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-85.6K- 30.35% |
$5.11M - $5.14M
|
196K
$11.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-635K- 43.12% |
$37.9M - $38.1M
|
837K
$50.1M
|