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 |
|---|---|---|---|---|---|---|---|
|
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
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-154- 4.03% |
$9.15K - $9.22K
|
3.66K
$220K
|
|
|
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 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 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
|
Dfpg Investments, LLC
|
BUY
|
- |
839+ 1.78% |
$49.9K - $50.2K
|
47.9K
$2.87M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-2.64K- 22.41% |
$157K - $158K
|
9.12K
$547K
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-2.73K- 43.63% |
$162K - $163K
|
3.52K
$211K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.66KNew |
$514K - $517K
|
8.66K
$519K
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
600+ 9.75% |
$35.7K - $35.8K
|
6.76K
$405K
|
|
|
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
|
Parkside Financial Bank & Trust
|
BUY
|
- |
800New |
$47.5K - $47.8K
|
800
$48K
|
|
|
Nov 13, 2023
Q3 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
131KNew |
$7.78M - $7.82M
|
131K
$7.86M
|
|
|
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
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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
|
Ignite Planners, LLC
|
BUY
|
- |
83+ 0.89% |
$4.93K - $4.95K
|
9.46K
$567K
|
|
|
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
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-544- 13.62% |
$32.3K - $32.5K
|
3.45K
$207K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.74K- 54.0% |
$519K - $522K
|
7.44K
$446K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
466New |
$27.7K - $27.8K
|
466
$28K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24.9K- 31.98% |
$1.48M - $1.49M
|
53K
$3.18M
|
|