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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2021
Q2 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-3.98KClosed |
$238K - $239K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-3.34KClosed |
$200K - $200K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-48Closed |
$2.88K - $2.88K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.08KNew |
$304K - $304K
|
5.08K
$304K
|
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
SELL
|
- |
-475Closed |
$28.5K - $28.5K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-6.41KClosed |
$384K - $384K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Dec 19, 2023
Q1 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-150Closed |
$9K - $9.01K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-207Closed |
$12.4K - $12.4K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-547Closed |
$32.8K - $32.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-292Closed |
$17.5K - $17.5K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.75KClosed |
$105K - $105K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-2.99KClosed |
$179K - $179K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-23.3KClosed |
$1.4M - $1.4M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-17Closed |
$1.02K - $1.02K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-12.9KClosed |
$773K - $775K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-67.9KClosed |
$4.07M - $4.08M
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Acg Wealth
|
SELL
|
- |
-5KClosed |
$300K - $300K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.77KClosed |
$226K - $226K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-998Closed |
$59.9K - $59.9K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-500Closed |
$30K - $30K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Prism Advisors, Inc.
|
SELL
|
- |
-168KClosed |
$10.1M - $10.1M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 14, 2024
Q4 2020
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-11KClosed |
$662K - $663K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Edge Capital Group, LLC
|
SELL
|
- |
-9.18KClosed |
$551K - $552K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-337KClosed |
$20.2M - $20.3M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-19Closed |
$1.14K - $1.14K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-275Closed |
$16.5K - $16.5K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-2.76KClosed |
$166K - $166K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-860Closed |
$51.6K - $51.7K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-12KClosed |
$719K - $720K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.7KClosed |
$222K - $222K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-414Closed |
$24.8K - $24.9K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.49KClosed |
$269K - $270K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-3.83KClosed |
$230K - $230K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-878Closed |
$52.7K - $52.8K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-9.66KClosed |
$580K - $581K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-11.8KClosed |
$708K - $709K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-3.06KClosed |
$184K - $184K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-76.4K- 56.5% |
$4.51M - $4.59M
|
58.8K
$3.53M
|
|
|
Aug 20, 2020
Q2 2020
|
Cypress Capital, LLC
|
SELL
|
- |
-10.6KClosed |
$628K - $639K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-107Closed |
$6.32K - $6.43K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.41KClosed |
$83.1K - $84.6K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-10.1KClosed |
$597K - $607K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Argi Investment Services, LLC
|
SELL
|
- |
-5.23KClosed |
$309K - $314K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-7.08KClosed |
$418K - $425K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-6.95KClosed |
$410K - $418K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Rda Financial Network
|
SELL
|
- |
-15.7KClosed |
$926K - $943K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2024
Q1 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-265Closed |
$15.3K - $16K
|
0
$0
|
|
|
May 27, 2020
Q1 2020
|
Coldstream Capital Management Inc
|
SELL
|
- |
-10.5KClosed |
$609K - $635K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-10.5KClosed |
$606K - $632K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-320KClosed |
$18.5M - $19.3M
|
0
$0
|
|