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 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.1K- 60.09% |
$605K - $608K
|
6.72K
$403K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-952- 31.59% |
$56.9K - $57.1K
|
2.06K
$124K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.28K- 97.49% |
$76.6K - $77K
|
33
$1.98K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
150New |
$8.94K - $9.02K
|
150
$9K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.15K+ 23.73% |
$248K - $250K
|
21.7K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
8.03KNew |
$479K - $483K
|
8.03K
$482K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
72.9KNew |
$4.35M - $4.39M
|
72.9K
$4.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-21- 13.21% |
$1.25K - $1.26K
|
138
$8.28K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-514- 1.38% |
$30.6K - $30.9K
|
36.8K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-1.43K- 90.78% |
$85.1K - $85.8K
|
145
$8.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.11KNew |
$245K - $247K
|
4.11K
$247K
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
942+ 6.09% |
$56.2K - $56.7K
|
16.4K
$985K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
41New |
$2.44K - $2.47K
|
41
$2.46K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.35KNew |
$259K - $262K
|
4.35K
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-500- 5.56% |
$29.8K - $30.1K
|
8.5K
$510K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.1K- 10.55% |
$65.4K - $66K
|
9.31K
$558K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.54K- 28.04% |
$91.7K - $92.6K
|
3.95K
$237K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.92KNew |
$353K - $356K
|
5.92K
$355K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
26+ 1.02% |
$1.55K - $1.56K
|
2.56K
$154K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-221K- 19.23% |
$13.1M - $13.3M
|
926K
$55.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
98.1KNew |
$5.85M - $5.9M
|
98.1K
$5.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
71K+ 352.85% |
$4.23M - $4.27M
|
91.2K
$5.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
118K+ 7.12% |
$7.02M - $7.09M
|
1.77M
$106M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.67KNew |
$219K - $221K
|
3.67K
$220K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.4KNew |
$83.5K - $84.2K
|
1.4K
$84K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 22.7% |
$87K - $87.8K
|
4.97K
$298K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
37.8K+ 247.63% |
$2.25M - $2.27M
|
53K
$3.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
28.9K+ 1166.92% |
$1.72M - $1.74M
|
31.4K
$1.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.4KNew |
$83.5K - $84.2K
|
1.4K
$84K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.79K- 30.05% |
$107K - $108K
|
4.17K
$250K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.86K- 97.26% |
$409K - $413K
|
193
$11.6K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-560- 28.35% |
$33.4K - $33.7K
|
1.42K
$84.9K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-208K- 96.22% |
$12.4M - $12.5M
|
8.18K
$491K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.82KNew |
$287K - $288K
|
4.82K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
538+ 1.96% |
$32K - $32.2K
|
28K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
31New |
$1.85K - $1.85K
|
31
$1.86K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5+ 3.91% |
$298 - $299
|
133
$7.98K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
635+ 4.9% |
$37.8K - $38K
|
13.6K
$816K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-27.7K- 47.76% |
$1.65M - $1.66M
|
30.3K
$1.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.29K+ 3.07% |
$136K - $137K
|
76.9K
$4.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-18.1K- 70.02% |
$1.08M - $1.08M
|
7.74K
$464K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.7K- 28.67% |
$101K - $102K
|
4.23K
$254K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
435New |
$25.9K - $26K
|
435
$26.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-402- 10.29% |
$23.9K - $24K
|
3.5K
$210K
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-175- 4.53% |
$10.4K - $10.5K
|
3.69K
$221K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
9New |
$536 - $538
|
9
$540
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
46.1KNew |
$2.75M - $2.76M
|
46.1K
$2.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
27.9K+ 19.85% |
$1.66M - $1.67M
|
168K
$10.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-414- 6.18% |
$24.7K - $24.8K
|
6.29K
$377K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-3.49K- 1.65% |
$208K - $209K
|
209K
$12.5M
|
|