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 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
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
9.32K+ 4.5% |
$557K - $560K
|
217K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
8.85KNew |
$528K - $531K
|
8.85K
$529K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.64K+ 42.24% |
$516K - $519K
|
29.1K
$1.74M
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.27K+ 2.58% |
$434K - $436K
|
289K
$17.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.05KNew |
$421K - $423K
|
7.05K
$422K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
6.8KNew |
$406K - $408K
|
6.8K
$407K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.55K+ 5.76% |
$391K - $393K
|
120K
$7.19M
|
|
|
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
$6.51M
|
|
|
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
$328K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.23K+ 58.01% |
$193K - $194K
|
8.81K
$527K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.22K+ 4.91% |
$192K - $193K
|
68.8K
$4.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.22K+ 2.7% |
$192K - $193K
|
122K
$7.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.01K+ 17.66% |
$180K - $181K
|
20K
$1.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.97K+ 4.69% |
$177K - $178K
|
66.3K
$3.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.92K+ 4.41% |
$175K - $176K
|
69.3K
$4.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.66KNew |
$159K - $160K
|
2.66K
$159K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.64K+ 128.14% |
$158K - $159K
|
4.7K
$281K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
2.34K+ 4.28% |
$140K - $141K
|
57.1K
$3.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.33K+ 7.71% |
$139K - $140K
|
32.6K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.19K+ 9.48% |
$131K - $131K
|
25.3K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.1K+ 9.56% |
$125K - $126K
|
24K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.09K+ 48.44% |
$125K - $125K
|
6.41K
$383K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.52KNew |
$90.9K - $91.4K
|
1.52K
$91K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.11K+ 1.6% |
$66.5K - $66.8K
|
70.7K
$4.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
1.1K+ 16.68% |
$65.6K - $65.9K
|
7.68K
$459K
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.02K+ 13.01% |
$61.1K - $61.4K
|
8.89K
$531K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.02K+ 2.63% |
$60.9K - $61.2K
|
39.9K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
992+ 3.37% |
$59.3K - $59.5K
|
30.4K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
935+ 0.73% |
$55.9K - $56.1K
|
129K
$7.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
905+ 2.59% |
$54.1K - $54.3K
|
35.9K
$2.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
873+ 297.95% |
$52.2K - $52.4K
|
1.17K
$69.7K
|