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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
600+ 9.75% |
$35.7K - $35.8K
|
6.76K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.66KNew |
$514K - $517K
|
8.66K
$519K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.44KNew |
$204K - $205K
|
3.44K
$206K
|
|
|
Nov 13, 2023
Q3 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
131KNew |
$7.78M - $7.82M
|
131K
$7.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.05K- 23.46% |
$122K - $122K
|
6.69K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
9.16KNew |
$544K - $547K
|
9.16K
$550K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
800New |
$47.5K - $47.8K
|
800
$48K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-334K- 98.31% |
$19.8M - $19.9M
|
5.76K
$345K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
233New |
$13.8K - $13.9K
|
233
$14K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
23.8KNew |
$1.41M - $1.42M
|
23.8K
$1.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
21K+ 151.47% |
$1.25M - $1.25M
|
34.8K
$2.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-8.5K- 43.59% |
$505K - $507K
|
11K
$660K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
731New |
$43.4K - $43.6K
|
731
$43.8K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
634+ 1.65% |
$37.7K - $37.8K
|
39.1K
$2.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
3.78KNew |
$224K - $225K
|
3.78K
$226K
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
4.22KNew |
$251K - $252K
|
4.22K
$253K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.08K- 3.81% |
$64.1K - $64.4K
|
27.2K
$1.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
28.5KNew |
$1.7M - $1.7M
|
28.5K
$1.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.28K- 48.86% |
$195K - $195K
|
3.43K
$206K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
4.17KNew |
$248K - $249K
|
4.17K
$250K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
52.5K+ 31.51% |
$3.12M - $3.13M
|
219K
$13.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
10.4KNew |
$616K - $618K
|
10.4K
$621K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
52+ 0.65% |
$3.09K - $3.1K
|
8.01K
$480K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
83+ 0.89% |
$4.93K - $4.95K
|
9.46K
$567K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.33K+ 18.26% |
$78.8K - $79.1K
|
8.59K
$515K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
353+ 9.78% |
$21K - $21.1K
|
3.96K
$238K
|
|
| Q2 2023 | |||||||
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
1.21K+ 3.88% |
$71.6K - $72K
|
32.3K
$1.94M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
215KNew |
$12.8M - $12.8M
|
215K
$12.9M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
380New |
$22.6K - $22.7K
|
380
$22.8K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
21.8K+ 50.25% |
$1.3M - $1.3M
|
65.3K
$3.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.74K- 54.0% |
$519K - $522K
|
7.44K
$446K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-544- 13.62% |
$32.3K - $32.5K
|
3.45K
$207K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24.9K- 31.98% |
$1.48M - $1.49M
|
53K
$3.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
466New |
$27.7K - $27.8K
|
466
$28K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-995- 1.86% |
$59.1K - $59.4K
|
52.6K
$3.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
5.75K+ 37.27% |
$342K - $343K
|
21.2K
$1.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.48KNew |
$206K - $208K
|
3.48K
$208K
|
|
|
Aug 09, 2023
Q2 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.33MNew |
$78.7M - $79.2M
|
1.33M
$79.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
227New |
$13.5K - $13.6K
|
227
$13.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
162+ 1.9% |
$9.62K - $9.68K
|
8.71K
$522K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.55K- 17.9% |
$92.2K - $92.7K
|
7.12K
$427K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
53.4KNew |
$3.17M - $3.19M
|
53.4K
$3.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.85% |
$59.4 - $59.7
|
55
$3.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-27.7K- 28.27% |
$1.65M - $1.66M
|
70.3K
$4.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-33- 4.01% |
$1.96K - $1.97K
|
790
$47.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-33- 0.85% |
$1.96K - $1.97K
|
3.86K
$232K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
258KNew |
$15.3M - $15.4M
|
258K
$15.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-2.73K- 35.13% |
$162K - $163K
|
5.04K
$302K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.19K- 61.75% |
$130K - $131K
|
1.35K
$81.2K
|
|