Purchases and Sales Made in Q4 2024 in First Tr Enhanced Traded Fd Iv (FTSM)

FTSM Quotes by TradingView

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 03, 2025 Q4 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
775
+ 5.35%
$46.3K - $46.5K
15.3K $913K
Jan 29, 2025 Q4 2024
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
700
+ 3.68%
$41.8K - $42K
19.7K $1.18M
Jan 24, 2025 Q4 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
612
+ 2.52%
$36.6K - $36.7K
24.9K $1.49M
Feb 03, 2025 Q4 2024
Marshall Investment Management, LLC

Littleton, CO
BUY
 -
543
New
$32.4K - $32.6K
543 $32.5K
Jan 24, 2025 Q4 2024
Symphony Financial, Ltd. Co.

BUY
 -
539
+ 3.7%
$32.2K - $32.4K
15.1K $902K
Jan 21, 2025 Q4 2024
Mc Guire Investment Group, LLC

BUY
 -
512
+ 0.53%
$30.6K - $30.7K
96.5K $5.77M
Jan 15, 2025 Q4 2024
Client First Investment Management LLC

West Bend, WI
BUY
 -
498
+ 11.38%
$29.8K - $29.9K
4.87K $292K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
320
New
$19.1K - $19.2K
320 $19.1K
Jan 22, 2025 Q4 2024
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
277
+ 0.22%
$16.5K - $16.6K
129K $7.69M
Feb 04, 2025 Q4 2024
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
271
+ 2.03%
$16.2K - $16.3K
13.6K $814K
Jan 28, 2025 Q4 2024
Tfg Advisers LLC

BUY
 -
208
+ 5.14%
$12.4K - $12.5K
4.25K $254K
Feb 05, 2025 Q4 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
207
+ 1.66%
$12.4K - $12.4K
12.6K $756K
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
193
New
$11.5K - $11.6K
193 $11.5K
Feb 07, 2025 Q4 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
165
New
$9.86K - $9.9K
165 $9.87K
Jan 29, 2025 Q4 2024
G&S Capital LLC

BUY
 -
156
+ 0.49%
$9.32K - $9.36K
31.7K $1.89M
Jan 28, 2025 Q4 2024
Archer Investment Corp

BUY
 -
147
+ 1.33%
$8.78K - $8.82K
11.2K $671K
Feb 11, 2025 Q4 2024
Old Point Trust & Financial Services N A

BUY
 -
100
New
$5.97K - $6K
100 $5.98K
Jan 30, 2025 Q4 2024
American Financial Advisors, LLC

BUY
 -
95
+ 1.34%
$5.68K - $5.7K
7.2K $431K
Jan 23, 2025 Q4 2024
New Wave Wealth Advisors LLC

Springdale, AR
BUY
 -
91
New
$5.44K - $5.46K
91 $5.44K
Feb 03, 2025 Q4 2024
White Wing Wealth Management

The Wodlands, TX
BUY
 -
68
+ 1.59%
$4.06K - $4.08K
4.34K $259K
Jan 13, 2025 Q4 2024
Friedenthal Financial

BUY
 -
59
+ 24.08%
$3.52K - $3.54K
304 $18.2K
Jan 31, 2025 Q4 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
54
+ 0.15%
$3.23K - $3.24K
36.8K $2.2M
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
52
New
$3.11K - $3.12K
52 $3.11K
Jan 14, 2025 Q4 2024
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
33
+ 0.47%
$1.97K - $1.98K
7.1K $425K
Jan 28, 2025 Q4 2024
Comprehensive Financial Planning, Inc./Pa

East Petersburg, PA
BUY
 -
23
New
$1.37K - $1.38K
23 $1.38K
Feb 04, 2025 Q4 2024
Bank Plus Trust Department

Jackson, MS
BUY
 -
21
New
$1.25K - $1.26K
21 $1.26K
Feb 05, 2025 Q4 2024
Sbi Securities Co., Ltd.

Tokyo, M0
BUY
 -
15
New
$896 - $900
15 $897
Feb 10, 2025 Q4 2024
Tidemark, LLC

San Diego, CA
BUY
 -
15
+ 0.27%
$896 - $900
5.48K $328K
Feb 07, 2025 Q4 2024
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
13
+ 0.28%
$777 - $780
4.74K $283K
Feb 07, 2025 Q4 2024
Larson Financial Group LLC

BUY
 -
11
+ 0.66%
$657 - $660
1.69K $101K
Jan 13, 2025 Q4 2024
Tsfg, LLC

BUY
 -
10
+ 1.66%
$597 - $600
612 $36.6K
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
6
+ 1.53%
$358 - $360
397 $23.7K
Jan 29, 2025 Q4 2024
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
4
+ 0.68%
$239 - $240
591 $35.3K
Jan 30, 2025 Q4 2024
Jnba Financial Advisors

BUY
 -
1
+ 1.05%
$59.7 - $60
96 $5.74K
Jan 24, 2025 Q4 2024
Lunt Capital Management, Inc.

Holladay, UT
SELL
 -
-27
- 0.36%
$1.61K - $1.62K
7.42K $444K
Jan 15, 2025 Q4 2024
Premier Path Wealth Partners, LLC

Madison, NJ
SELL
 -
-65
- 0.2%
$3.88K - $3.9K
33K $1.97M
Feb 04, 2025 Q4 2024
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-69
- 2.02%
$4.12K - $4.14K
3.35K $200K
Feb 07, 2025 Q4 2024
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-84
- 1.07%
$5.02K - $5.04K
7.79K $466K
Feb 10, 2025 Q4 2024
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-93
- 78.81%
$5.56K - $5.58K
25 $1.5K
Feb 10, 2025 Q4 2024
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-103
- 0.58%
$6.15K - $6.18K
17.5K $1.05M
Jan 27, 2025 Q4 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
SELL
 -
-104
- 1.65%
$6.21K - $6.24K
6.2K $371K
Jan 27, 2025 Q4 2024
Choreo, LLC

Minneapolis, MN
SELL
 -
-114
- 2.26%
$6.81K - $6.84K
4.92K $294K
Feb 05, 2025 Q4 2024
Jones Financial Companies Lllp

SELL
 -
-130
- 94.2%
$7.77K - $7.8K
8 $478
Jan 22, 2025 Q4 2024
Refined Wealth Management

SELL
 -
-166
- 1.11%
$9.92K - $9.96K
14.8K $886K
Jan 22, 2025 Q4 2024
Mattern Wealth Management LLC

SELL
 -
-200
- 1.32%
$11.9K - $12K
15K $897K
Jan 28, 2025 Q4 2024
Lodestar Private Asset Management LLC

Alamo, CA
SELL
 -
-218
- 2.68%
$13K - $13.1K
7.93K $474K
Jan 14, 2025 Q4 2024
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-235
- 1.2%
$14K - $14.1K
19.4K $1.16M
Jan 21, 2025 Q4 2024
Southland Equity Partners LLC

Wildwood, MO
SELL
 -
-261
- 5.55%
$15.6K - $15.7K
4.44K $265K
Jan 30, 2025 Q4 2024
Monument Capital Management

SELL
 -
-262
- 1.16%
$15.7K - $15.7K
22.3K $1.34M

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