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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-9.29K- 5.55% |
$556K - $558K
|
158K
$9.47M
|
|
|
Jan 16, 2026
Q4 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.92K+ 1.83% |
$235K - $236K
|
218K
$13.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
772New |
$46.3K - $46.4K
|
772
$46.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
45.9KNew |
$2.75M - $2.76M
|
45.9K
$2.75M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14.8K+ 6.04% |
$889K - $893K
|
260K
$15.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
44+ 0.2% |
$2.64K - $2.65K
|
21.9K
$1.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-301- 6.54% |
$18K - $18.1K
|
4.3K
$258K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-614- 2.25% |
$36.8K - $36.9K
|
26.7K
$1.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Refined Wealth Management
|
SELL
|
- |
-602- 4.06% |
$36.1K - $36.2K
|
14.2K
$852K
|
|
|
Jan 15, 2026
Q4 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-6.08K- 37.06% |
$364K - $365K
|
10.3K
$619K
|
|
|
Jan 15, 2026
Q4 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
895+ 18.7% |
$53.6K - $53.8K
|
5.68K
$341K
|
|
|
Jan 15, 2026
Q4 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
8.24K+ 117.56% |
$493K - $495K
|
15.2K
$914K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.32K+ 6.32% |
$319K - $320K
|
89.6K
$5.37M
|
|
|
Jan 15, 2026
Q4 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
15+ 0.07% |
$899 - $902
|
22.1K
$1.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7+ 0.13% |
$419 - $421
|
5.5K
$330K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.77K- 2.45% |
$106K - $106K
|
70.5K
$4.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
122KNew |
$7.33M - $7.36M
|
122K
$7.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
9.32KNew |
$559K - $561K
|
9.32K
$559K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
71+ 1.88% |
$4.25K - $4.27K
|
3.84K
$230K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.56K+ 12.79% |
$213K - $214K
|
31.4K
$1.88M
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
9+ 0.1% |
$539 - $541
|
8.96K
$538K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.36K- 2.05% |
$81.5K - $81.8K
|
64.9K
$3.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-420- 10.11% |
$25.2K - $25.3K
|
3.73K
$224K
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5.18K+ 9.45% |
$310K - $311K
|
60K
$3.6M
|
|
|
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 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-618- 4.74% |
$37K - $37.2K
|
12.4K
$744K
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
76.3K+ 53.75% |
$4.57M - $4.59M
|
218K
$13.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-94.5K- 62.67% |
$5.66M - $5.68M
|
56.3K
$3.38M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
28.8KNew |
$1.72M - $1.73M
|
28.8K
$1.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
30+ 0.44% |
$1.8K - $1.8K
|
6.84K
$410K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
36.4K+ 46.49% |
$2.18M - $2.19M
|
115K
$6.88M
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
360K+ 651.75% |
$21.6M - $21.7M
|
415K
$24.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
29K+ 177.56% |
$1.74M - $1.74M
|
45.3K
$2.72M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
9.59K+ 36.11% |
$574K - $576K
|
36.1K
$2.17M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.72K+ 156.24% |
$463K - $464K
|
12.7K
$760K
|
|
|
Jan 12, 2026
Q4 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-4.17K- 22.24% |
$250K - $251K
|
14.6K
$875K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.68K- 15.85% |
$101K - $101K
|
8.94K
$536K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-40- 0.39% |
$2.4K - $2.41K
|
10.3K
$619K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-14K- 62.57% |
$838K - $841K
|
8.37K
$502K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.74K- 4.65% |
$104K - $104K
|
35.6K
$2.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.7K- 1.37% |
$342K - $343K
|
410K
$24.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
22.4K+ 3.69% |
$1.34M - $1.35M
|
628K
$37.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
11.7KNew |
$699K - $701K
|
11.7K
$700K
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
200+ 4.21% |
$12K - $12K
|
4.95K
$297K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.18K- 14.25% |
$70.8K - $71K
|
7.11K
$426K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-14.9K- 81.6% |
$893K - $896K
|
3.36K
$202K
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
4.01K+ 101.11% |
$240K - $241K
|
7.97K
$478K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.93K- 51.44% |
$235K - $236K
|
3.71K
$222K
|
|
|
Jan 07, 2026
Q4 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.91K+ 1.05% |
$115K - $115K
|
185K
$11.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
31.6K+ 8.73% |
$1.89M - $1.9M
|
393K
$23.6M
|
|