Purchases and Sales Made in Q4 2025 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 2025. 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 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
360K+ 651.75% |
$21.6M - $21.7M
|
415K
$24.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
122KNew |
$7.33M - $7.36M
|
122K
$7.34M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
108K+ 56.66% |
$6.47M - $6.49M
|
299K
$17.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
76.3K+ 53.75% |
$4.57M - $4.59M
|
218K
$13.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
56.6KNew |
$3.39M - $3.4M
|
56.6K
$3.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
45.9KNew |
$2.75M - $2.76M
|
45.9K
$2.75M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
36.4K+ 46.49% |
$2.18M - $2.19M
|
115K
$6.88M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
35.9K+ 55.56% |
$2.15M - $2.16M
|
101K
$6.03M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
34.2KNew |
$2.05M - $2.05M
|
34.2K
$2.05M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
31.6K+ 8.73% |
$1.89M - $1.9M
|
393K
$23.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
29K+ 177.56% |
$1.74M - $1.74M
|
45.3K
$2.72M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
28.8KNew |
$1.72M - $1.73M
|
28.8K
$1.73M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
26.3K+ 12.16% |
$1.58M - $1.58M
|
243K
$14.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
24K+ 7.53% |
$1.44M - $1.45M
|
343K
$20.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
22.8K+ 9.63% |
$1.37M - $1.37M
|
260K
$15.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
22.4K+ 3.69% |
$1.34M - $1.35M
|
628K
$37.7M
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
21.2K+ 17.23% |
$1.27M - $1.27M
|
144K
$8.64M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14.8K+ 6.04% |
$889K - $893K
|
260K
$15.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
11.7KNew |
$699K - $701K
|
11.7K
$700K
|
|
|
Jan 22, 2026
Q4 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
10.7K+ 3.7% |
$643K - $646K
|
301K
$18.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10.6K+ 17.8% |
$637K - $639K
|
70.3K
$4.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
9.59K+ 36.11% |
$574K - $576K
|
36.1K
$2.17M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
9.32KNew |
$559K - $561K
|
9.32K
$559K
|
|
|
Jan 15, 2026
Q4 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
8.24K+ 117.56% |
$493K - $495K
|
15.2K
$914K
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
7.93K+ 45.42% |
$475K - $477K
|
25.4K
$1.52M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.72K+ 156.24% |
$463K - $464K
|
12.7K
$760K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.34K+ 5.7% |
$320K - $321K
|
99K
$5.94M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.32K+ 6.32% |
$319K - $320K
|
89.6K
$5.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5.18K+ 9.45% |
$310K - $311K
|
60K
$3.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
4.87KNew |
$292K - $293K
|
4.87K
$292K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.3KNew |
$257K - $258K
|
4.3K
$258K
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
4.01K+ 101.11% |
$240K - $241K
|
7.97K
$478K
|
|
|
Jan 16, 2026
Q4 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.92K+ 1.83% |
$235K - $236K
|
218K
$13.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
3.66KNew |
$219K - $220K
|
3.66K
$219K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.56K+ 12.79% |
$213K - $214K
|
31.4K
$1.88M
|
|
|
Jan 23, 2026
Q4 2025
|
Trust CO Of Virginia
|
BUY
|
- |
2.93K+ 40.66% |
$175K - $176K
|
10.1K
$607K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.65K+ 4.34% |
$159K - $159K
|
63.6K
$3.82M
|
|
|
Jan 21, 2026
Q4 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.5K+ 13.39% |
$150K - $151K
|
21.2K
$1.27M
|
|
|
Jan 07, 2026
Q4 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.91K+ 1.05% |
$115K - $115K
|
185K
$11.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
895+ 18.7% |
$53.6K - $53.8K
|
5.68K
$341K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
772New |
$46.3K - $46.4K
|
772
$46.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
729+ 10.13% |
$43.7K - $43.8K
|
7.92K
$475K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
727+ 6.91% |
$43.6K - $43.7K
|
11.3K
$675K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
225+ 125.0% |
$13.5K - $13.5K
|
405
$24.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
200+ 4.21% |
$12K - $12K
|
4.95K
$297K
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
129+ 1.02% |
$7.73K - $7.76K
|
12.8K
$769K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
71+ 1.88% |
$4.25K - $4.27K
|
3.84K
$230K
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
44+ 0.2% |
$2.64K - $2.65K
|
21.9K
$1.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
30+ 0.44% |
$1.8K - $1.8K
|
6.84K
$410K
|
|
|
Jan 15, 2026
Q4 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
15+ 0.07% |
$899 - $902
|
22.1K
$1.32M
|
|