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 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
20.2K+ 51.18% |
$1.21M - $1.22M
|
59.7K
$3.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.77% |
$239 - $240
|
525
$31.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10+ 0.18% |
$598 - $601
|
5.44K
$326K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
70+ 0.7% |
$4.19K - $4.21K
|
10K
$600K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
75.6K+ 1326.93% |
$4.52M - $4.55M
|
81.3K
$4.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
28K+ 5.22% |
$1.67M - $1.68M
|
565K
$33.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-4.64K- 3.17% |
$278K - $279K
|
142K
$8.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.32K- 26.52% |
$78.7K - $79.1K
|
3.65K
$219K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
742+ 2.23% |
$44.4K - $44.6K
|
34K
$2.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.37K- 2.6% |
$81.7K - $82.1K
|
51.2K
$3.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-1.05M- 98.24% |
$62.6M - $62.9M
|
18.8K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.07K- 22.26% |
$363K - $365K
|
21.2K
$1.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.18K+ 3.57% |
$70.6K - $71K
|
34.3K
$2.06M
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-49.9K- 28.86% |
$2.98M - $3M
|
123K
$7.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.21K- 5.37% |
$192K - $193K
|
56.5K
$3.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
800+ 2.2% |
$47.8K - $48.1K
|
37.2K
$2.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.64KNew |
$278K - $279K
|
4.64K
$279K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.73K- 10.38% |
$283K - $284K
|
40.8K
$2.45M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.28K+ 8.67% |
$76.5K - $76.9K
|
16K
$962K
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
2.8K+ 8.91% |
$167K - $168K
|
34.2K
$2.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
SELL
|
- |
-141K- 25.17% |
$8.43M - $8.47M
|
419K
$25.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-215- 1.6% |
$12.9K - $12.9K
|
13.2K
$794K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.28K+ 3.69% |
$76.6K - $76.9K
|
36K
$2.16M
|
|
|
Oct 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
3.11K+ 79.96% |
$186K - $187K
|
7.01K
$420K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-35.2K- 83.02% |
$2.1M - $2.11M
|
7.19K
$431K
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
43+ 0.4% |
$2.57K - $2.58K
|
10.8K
$647K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-144K- 49.97% |
$8.61M - $8.65M
|
144K
$8.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.2K+ 1.88% |
$132K - $132K
|
119K
$7.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-13.6K- 26.56% |
$815K - $819K
|
37.7K
$2.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
9.15K+ 47.53% |
$547K - $550K
|
28.4K
$1.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.7K- 48.84% |
$697K - $701K
|
12.2K
$732K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-372- 3.3% |
$22.2K - $22.4K
|
10.9K
$654K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-329- 0.88% |
$19.7K - $19.8K
|
37K
$2.22M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
44+ 0.28% |
$2.63K - $2.64K
|
15.6K
$935K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.2K- 3.53% |
$909K - $914K
|
415K
$24.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
810+ 1.68% |
$48.4K - $48.7K
|
49.1K
$2.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.26K- 31.15% |
$135K - $136K
|
4.99K
$299K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-250- 3.68% |
$15K - $15K
|
6.55K
$393K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.88KNew |
$113K - $113K
|
1.88K
$113K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.81K+ 7.16% |
$108K - $109K
|
27.1K
$1.63M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
865+ 2.36% |
$51.7K - $52K
|
37.6K
$2.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 7.52% |
$12K - $12K
|
2.46K
$148K
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-58.8K- 37.86% |
$3.52M - $3.54M
|
96.5K
$5.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
295K+ 18.81% |
$17.6M - $17.7M
|
1.86M
$112M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
117KNew |
$6.98M - $7.02M
|
117K
$7M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.61K+ 30.9% |
$96.5K - $97K
|
6.83K
$410K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-7.13K- 98.34% |
$426K - $428K
|
120
$7.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-327- 4.51% |
$19.6K - $19.7K
|
6.93K
$415K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.14K- 0.34% |
$128K - $128K
|
626K
$37.6M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 20.93% |
$91.6K - $92K
|
5.78K
$347K
|
|