Latest Institutional Transactions on First Tr Enhanced Traded Fd Iv (FTSM)
This table provides information on the latest institutional transactions involving First Tr Enhanced Traded Fd Iv (FTSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
60+ 0.57% |
$3.58K - $3.6K
|
10.7K
$640K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
179K+ 84.87% |
$10.7M - $10.7M
|
389K
$23.3M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.82K+ 230.66% |
$347K - $349K
|
8.34K
$500K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-263- 2.26% |
$15.7K - $15.8K
|
11.4K
$684K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.44K+ 8.92% |
$325K - $327K
|
66.4K
$3.98M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
79.5KNew |
$4.75M - $4.77M
|
79.5K
$4.77M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-15- 78.95% |
$896 - $900
|
4
$240
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.01K- 4.45% |
$180K - $181K
|
64.7K
$3.88M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.43KNew |
$205K - $206K
|
3.43K
$206K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.1K- 21.17% |
$601K - $604K
|
37.4K
$2.25M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.45K+ 1.89% |
$86.6K - $87K
|
78.2K
$4.69M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7.61KNew |
$455K - $457K
|
7.61K
$457K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
24.4KNew |
$1.46M - $1.47M
|
24.4K
$1.47M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-345- 8.1% |
$20.6K - $20.7K
|
3.92K
$235K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-160- 1.74% |
$9.56K - $9.6K
|
9.01K
$541K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
545+ 1.71% |
$32.6K - $32.7K
|
32.5K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
7.58K+ 3.49% |
$453K - $455K
|
225K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
16.5KNew |
$986K - $991K
|
16.5K
$990K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-914- 4.39% |
$54.6K - $54.9K
|
19.9K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
28.9K+ 12.03% |
$1.72M - $1.73M
|
269K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
13.4K+ 50.77% |
$800K - $804K
|
39.8K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-11K- 42.07% |
$657K - $660K
|
15.1K
$908K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
71New |
$4.24K - $4.26K
|
71
$4.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.03K+ 9.15% |
$300K - $302K
|
60K
$3.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
433K+ 12.64% |
$25.9M - $26M
|
3.86M
$232M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.31K+ 15.27% |
$78.4K - $78.8K
|
9.91K
$594K
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-2.03K- 8.02% |
$121K - $122K
|
23.3K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-181K- 6.86% |
$10.8M - $10.9M
|
2.46M
$147M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.35K- 67.52% |
$80.5K - $80.9K
|
648
$38.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
17.9K+ 59.04% |
$1.07M - $1.07M
|
48.2K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-134K- 11.45% |
$8.03M - $8.06M
|
1.04M
$62.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-41.1K- 85.14% |
$2.46M - $2.47M
|
7.18K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.96K- 7.56% |
$117K - $118K
|
23.9K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11K- 39.92% |
$655K - $658K
|
16.5K
$990K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
62+ 0.66% |
$3.7K - $3.72K
|
9.47K
$568K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.28K+ 5.15% |
$136K - $137K
|
46.6K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.67K- 1.3% |
$398K - $400K
|
507K
$30.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.9K- 3.83% |
$654K - $657K
|
275K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.52K+ 15.37% |
$91K - $91.4K
|
11.4K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.53KNew |
$330K - $332K
|
5.53K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
32.5KNew |
$1.94M - $1.95M
|
32.5K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
20.6KNew |
$1.23M - $1.23M
|
20.6K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-90.5K- 0.73% |
$5.41M - $5.43M
|
12.2M
$733M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-28- 0.17% |
$1.67K - $1.68K
|
16.8K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
17.6K+ 14.56% |
$1.05M - $1.06M
|
138K
$8.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.66K- 44.34% |
$278K - $280K
|
5.85K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-33.2K- 21.17% |
$1.99M - $2M
|
124K
$7.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
269KNew |
$16.1M - $16.1M
|
269K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
132+ 1.98% |
$7.89K - $7.92K
|
6.78K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.55K- 18.04% |
$152K - $153K
|
11.6K
$695K
|