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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-550- 31.88% |
$32.8K - $33K
|
1.18K
$70.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
780New |
$46.5K - $46.7K
|
780
$46.8K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-40- 27.78% |
$2.38K - $2.4K
|
104
$6.24K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.5K- 39.37% |
$149K - $150K
|
3.85K
$231K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
500+ 14.14% |
$29.8K - $30K
|
4.04K
$242K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
27New |
$1.61K - $1.62K
|
27
$1.62K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
3.87KNew |
$231K - $232K
|
3.87K
$232K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-58.7K- 90.63% |
$3.5M - $3.52M
|
6.07K
$364K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.88KNew |
$232K - $233K
|
3.88K
$233K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
15+ 0.34% |
$894 - $899
|
4.37K
$262K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
214New |
$12.8K - $12.8K
|
214
$12.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.12K- 21.16% |
$66.8K - $67.2K
|
4.18K
$251K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4.41K- 24.0% |
$263K - $264K
|
14K
$837K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
235New |
$14K - $14.1K
|
235
$14.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-33- 0.78% |
$1.97K - $1.98K
|
4.21K
$252K
|
|
| Q4 2023 | |||||||
|
Mar 21, 2025
Q4 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-41.8KClosed |
$2.49M - $2.5M
|
0
$0
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-74- 1.36% |
$4.4K - $4.43K
|
5.35K
$321K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
81.9KNew |
$4.87M - $4.9M
|
81.9K
$4.91M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
35New |
$2.08K - $2.09K
|
35
$2.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-18.4K- 13.95% |
$1.09M - $1.1M
|
114K
$6.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.78K- 97.47% |
$344K - $346K
|
150
$9K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
25New |
$1.49K - $1.5K
|
25
$1.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-12.2K- 64.04% |
$726K - $732K
|
6.86K
$412K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
26.7KNew |
$1.58M - $1.6M
|
26.7K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.1KNew |
$601K - $606K
|
10.1K
$607K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
500New |
$29.7K - $29.9K
|
500
$30K
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
16.3KNew |
$969K - $976K
|
16.3K
$978K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
40New |
$2.38K - $2.39K
|
40
$2.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-15.3K- 71.22% |
$911K - $918K
|
6.2K
$372K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-154- 4.03% |
$9.15K - $9.22K
|
3.66K
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.2K- 60.19% |
$368K - $371K
|
4.1K
$246K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-99.3K- 72.48% |
$5.9M - $5.94M
|
37.7K
$2.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.81K- 52.53% |
$464K - $467K
|
7.06K
$423K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-14.7K- 99.38% |
$876K - $883K
|
92
$5.52K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
14.5KNew |
$864K - $870K
|
14.5K
$872K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-500- 8.63% |
$29.7K - $29.9K
|
5.29K
$318K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-370- 28.79% |
$22K - $22.1K
|
915
$54.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.19K- 11.91% |
$130K - $131K
|
16.2K
$970K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2K- 49.67% |
$119K - $120K
|
2.03K
$122K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
58+ 1.5% |
$3.45K - $3.47K
|
3.92K
$235K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
303New |
$18K - $18.1K
|
303
$18.2K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
124New |
$7.37K - $7.42K
|
124
$7.44K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
97.2K+ 39.47% |
$5.78M - $5.82M
|
344K
$20.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
38.2KNew |
$2.27M - $2.28M
|
38.2K
$2.29M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.99KNew |
$237K - $239K
|
3.99K
$239K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
240New |
$14.3K - $14.4K
|
240
$14.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-2.64K- 22.41% |
$157K - $158K
|
9.12K
$547K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
839+ 1.78% |
$49.9K - $50.2K
|
47.9K
$2.87M
|
|
| Q3 2023 | |||||||
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
209New |
$12.4K - $12.5K
|
209
$12.5K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-2.73K- 43.63% |
$162K - $163K
|
3.52K
$211K
|
|