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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.5K- 98.6% |
$268K - $269K
|
64
$3.84K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
185KNew |
$11M - $11M
|
185K
$11.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.65KNew |
$98.3K - $98.7K
|
1.65K
$99K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.16% |
$59.6 - $59.8
|
631
$37.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.27KNew |
$75.4K - $75.8K
|
1.27K
$76K
|
|
| Q1 2024 | |||||||
|
May 19, 2025
Q1 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-3.46KClosed |
$206K - $207K
|
0
$0
|
|
|
Apr 04, 2025
Q1 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-4KClosed |
$238K - $239K
|
0
$0
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7.52KNew |
$448K - $450K
|
7.52K
$451K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-441K- 44.66% |
$26.3M - $26.4M
|
546K
$32.7M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-25- 6.76% |
$1.49K - $1.5K
|
345
$20.7K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.7K- 46.47% |
$699K - $703K
|
13.5K
$810K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.61KNew |
$275K - $276K
|
4.61K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-69.2K- 5.89% |
$4.12M - $4.14M
|
1.1M
$66.3M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-14.4K- 76.01% |
$856K - $860K
|
4.53K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.93K+ 53.99% |
$413K - $415K
|
19.8K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
138K+ 41.08% |
$8.26M - $8.3M
|
476K
$28.5M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
90New |
$5.37K - $5.39K
|
90
$5.4K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-407Closed |
$24.3K - $24.4K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-233- 2.5% |
$13.9K - $14K
|
9.08K
$544K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-23.9K- 81.73% |
$1.43M - $1.43M
|
5.35K
$321K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-54KClosed |
$3.22M - $3.23M
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-1.63K- 19.69% |
$97.3K - $97.8K
|
6.66K
$399K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
956New |
$57K - $57.3K
|
956
$57.3K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$59.6 - $59.9
|
1
$60
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
3.41K+ 52.71% |
$203K - $204K
|
9.87K
$592K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-19.7K- 34.02% |
$1.17M - $1.18M
|
38.1K
$2.29M
|
|
|
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 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
3.87KNew |
$231K - $232K
|
3.87K
$232K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.88KNew |
$232K - $233K
|
3.88K
$233K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-58.7K- 90.63% |
$3.5M - $3.52M
|
6.07K
$364K
|
|
|
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 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 | |||||||
|
Apr 28, 2025
Q4 2023
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-4.94KClosed |
$294K - $296K
|
0
$0
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-74- 1.36% |
$4.4K - $4.43K
|
5.35K
$321K
|
|
|
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
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.78K- 97.47% |
$344K - $346K
|
150
$9K
|
|
|
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
|
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
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
40New |
$2.38K - $2.39K
|
40
$2.4K
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
16.3KNew |
$969K - $976K
|
16.3K
$978K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-99.3K- 72.48% |
$5.9M - $5.94M
|
37.7K
$2.26M
|
|