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 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
25New |
$1.5K - $1.5K
|
25
$1.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-848- 1.25% |
$50.7K - $51K
|
66.9K
$4.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-59- 19.34% |
$3.53K - $3.55K
|
246
$14.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.48% |
$1.08K - $1.08K
|
3.79K
$227K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.2K+ 38.79% |
$669K - $673K
|
40K
$2.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-243- 3.49% |
$14.5K - $14.6K
|
6.71K
$403K
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.38K- 5.59% |
$202K - $203K
|
57.1K
$3.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-197- 1.28% |
$11.8K - $11.8K
|
15.2K
$909K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-119- 2.16% |
$7.12K - $7.15K
|
5.39K
$323K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
37.8K+ 172.55% |
$2.26M - $2.27M
|
59.7K
$3.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
49+ 1.01% |
$2.93K - $2.95K
|
4.9K
$294K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.57K+ 1.09% |
$154K - $155K
|
239K
$14.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
23+ 0.34% |
$1.38K - $1.38K
|
6.81K
$409K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.43K- 11.87% |
$504K - $507K
|
62.6K
$3.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-43.9K- 21.94% |
$2.62M - $2.64M
|
156K
$9.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
121K+ 707.54% |
$7.23M - $7.27M
|
138K
$8.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
283K+ 3.11% |
$16.9M - $17M
|
9.37M
$562M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.6K+ 2.27% |
$1.47M - $1.48M
|
1.11M
$66.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.38K+ 14.97% |
$262K - $263K
|
33.6K
$2.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.7KNew |
$281K - $282K
|
4.7K
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-50.1K- 45.06% |
$3M - $3.01M
|
61.1K
$3.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-900- 2.93% |
$53.8K - $54.1K
|
29.8K
$1.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.43K+ 8.21% |
$205K - $206K
|
45.1K
$2.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-57- 0.83% |
$3.41K - $3.43K
|
6.8K
$408K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 406.1% |
$721K - $725K
|
15K
$901K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-36.9K- 72.85% |
$2.21M - $2.22M
|
13.8K
$826K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21.5K- 23.62% |
$1.29M - $1.29M
|
69.6K
$4.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
4.26KNew |
$255K - $256K
|
4.26K
$256K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-6.96K- 20.11% |
$416K - $418K
|
27.6K
$1.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
8.19K+ 4.21% |
$490K - $492K
|
203K
$12.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.22K- 10.37% |
$73K - $73.4K
|
10.6K
$633K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-330- 2.14% |
$19.7K - $19.8K
|
15.1K
$906K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-15.1K- 55.83% |
$905K - $910K
|
12K
$718K
|
|
|
Nov 10, 2025
Q3 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-86- 0.06% |
$5.14K - $5.17K
|
143K
$8.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.49K- 1.36% |
$89K - $89.4K
|
108K
$6.49M
|
|
|
Nov 10, 2025
Q3 2025
|
360 Financial, Inc.
|
BUY
|
- |
190+ 0.67% |
$11.4K - $11.4K
|
28.6K
$1.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-28.3K- 78.12% |
$1.69M - $1.7M
|
7.94K
$476K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.57K+ 104.03% |
$273K - $275K
|
8.96K
$538K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-27.4K- 55.03% |
$1.64M - $1.64M
|
22.4K
$1.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
10.9K+ 4.83% |
$652K - $655K
|
237K
$14.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-34.9K- 43.67% |
$2.09M - $2.1M
|
45K
$2.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
24.3K+ 46.44% |
$1.45M - $1.46M
|
76.7K
$4.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.4K- 11.99% |
$1.04M - $1.05M
|
128K
$7.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
208+ 71.72% |
$12.4K - $12.5K
|
498
$29.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-3K- 12.92% |
$179K - $180K
|
20.2K
$1.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Holistic Financial Partners
|
SELL
|
- |
-1.43K- 18.74% |
$85.3K - $85.7K
|
6.19K
$371K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.24K+ 1.74% |
$73.9K - $74.2K
|
72.2K
$4.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-24.5K- 39.64% |
$1.47M - $1.47M
|
37.3K
$2.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-499- 9.61% |
$29.8K - $30K
|
4.7K
$282K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-282- 1.49% |
$16.9K - $17K
|
18.7K
$1.12M
|
|