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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.59MNew |
$155M - $156M
|
2.59M
$155M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
465KNew |
$27.8M - $27.9M
|
465K
$27.8M
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
120K+ 19.71% |
$7.15M - $7.19M
|
727K
$43.5M
|
|
|
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
$7M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
96.6KNew |
$5.77M - $5.8M
|
96.6K
$5.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
76.7K+ 83.11% |
$4.58M - $4.6M
|
169K
$10.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
64.7KNew |
$3.86M - $3.88M
|
64.7K
$3.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
59.9K+ 20.44% |
$3.58M - $3.6M
|
353K
$21.1M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.1KNew |
$3.11M - $3.13M
|
52.1K
$3.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
51.4KNew |
$3.07M - $3.09M
|
51.4K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
50.4K+ 80.61% |
$3.01M - $3.03M
|
113K
$6.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
43.6KNew |
$2.61M - $2.62M
|
43.6K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
42KNew |
$2.51M - $2.52M
|
42K
$2.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
37.2K+ 23.54% |
$2.22M - $2.23M
|
195K
$11.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
33.4KNew |
$2M - $2.01M
|
33.4K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.3K+ 8.14% |
$1.99M - $2M
|
443K
$26.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
32.2KNew |
$1.93M - $1.93M
|
32.2K
$1.93M
|
|
|
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
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
27.4K+ 21.37% |
$1.63M - $1.64M
|
155K
$9.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
27.3K+ 94.7% |
$1.63M - $1.64M
|
56.2K
$3.36M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
25K+ 24.72% |
$1.5M - $1.5M
|
126K
$7.56M
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 8.16% |
$1.05M - $1.06M
|
233K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
15.4KNew |
$917K - $922K
|
15.4K
$919K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15.2K+ 32.04% |
$910K - $915K
|
62.8K
$3.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
15.2K+ 6.61% |
$907K - $912K
|
245K
$14.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
14.5KNew |
$867K - $871K
|
14.5K
$868K
|
|
|
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
$780K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12.7KNew |
$761K - $765K
|
12.7K
$762K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.5K+ 113.23% |
$748K - $752K
|
23.6K
$1.41M
|
|
|
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
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
10.5K+ 71.47% |
$628K - $631K
|
25.2K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.4K+ 73.02% |
$620K - $623K
|
24.6K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10K+ 13344.0% |
$598K - $601K
|
10.1K
$603K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
9.63KNew |
$575K - $578K
|
9.63K
$576K
|