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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
12New |
$718 - $721
|
12
$720
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.46K- 15.95% |
$207K - $208K
|
18.2K
$1.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.13K+ 5.27% |
$307K - $308K
|
102K
$6.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-818- 2.37% |
$48.9K - $49.2K
|
33.7K
$2.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-4.63K- 27.28% |
$277K - $278K
|
12.3K
$740K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
828+ 2.49% |
$49.5K - $49.8K
|
34.1K
$2.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
10.6K+ 6.8% |
$637K - $640K
|
167K
$10M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
332+ 2.89% |
$19.9K - $20K
|
11.8K
$708K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
515+ 1.38% |
$30.8K - $31K
|
37.7K
$2.26M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-47- 0.94% |
$2.81K - $2.83K
|
4.94K
$296K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.33K+ 1.38% |
$79.7K - $80.1K
|
98.1K
$5.89M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-15.5K- 23.59% |
$926K - $930K
|
50.1K
$3.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-7.97K- 11.19% |
$477K - $479K
|
63.3K
$3.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1.35K- 26.02% |
$80.5K - $80.9K
|
3.83K
$229K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.69K+ 30.64% |
$101K - $101K
|
7.2K
$432K
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-1.67K- 29.19% |
$99.6K - $100K
|
4.04K
$242K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
591New |
$35.3K - $35.5K
|
591
$35.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.92K- 9.46% |
$414K - $416K
|
66.2K
$3.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-26.5K- 30.78% |
$1.58M - $1.59M
|
59.5K
$3.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
19.7K+ 7.27% |
$1.18M - $1.18M
|
290K
$17.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
601+ 3.06% |
$35.9K - $36.1K
|
20.2K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.83K- 19.0% |
$170K - $170K
|
12.1K
$725K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
82+ 2.18% |
$4.9K - $4.93K
|
3.85K
$231K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
SELL
|
- |
-42.8K- 43.37% |
$2.56M - $2.57M
|
55.9K
$3.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-6.34K- 30.75% |
$379K - $381K
|
14.3K
$856K
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.34KNew |
$200K - $201K
|
3.34K
$200K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-140K- 17.53% |
$8.35M - $8.39M
|
657K
$39.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
942+ 0.73% |
$56.3K - $56.6K
|
130K
$7.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-16.2K- 17.12% |
$967K - $972K
|
78.3K
$4.7M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.33K+ 2.31% |
$199K - $200K
|
147K
$8.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.41K+ 6.72% |
$144K - $145K
|
38.2K
$2.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.07K+ 0.55% |
$64.2K - $64.6K
|
195K
$11.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.67K+ 5.23% |
$99.7K - $100K
|
33.5K
$2.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-22- 0.25% |
$1.32K - $1.32K
|
8.96K
$537K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.29K+ 33.73% |
$197K - $198K
|
13K
$781K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-161K- 94.45% |
$9.61M - $9.66M
|
9.45K
$567K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.4K+ 9.32% |
$83.9K - $84.3K
|
16.4K
$986K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.22K- 5.56% |
$72.7K - $73.1K
|
20.7K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
123+ 1.09% |
$7.36K - $7.39K
|
11.4K
$683K
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
12.5K+ 10.17% |
$746K - $749K
|
135K
$8.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
202+ 3.08% |
$12.1K - $12.1K
|
6.75K
$405K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
97.7K+ 184.16% |
$5.85M - $5.88M
|
151K
$9.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-4.54K- 51.45% |
$272K - $273K
|
4.29K
$257K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.46K+ 5.65% |
$87.4K - $87.8K
|
27.3K
$1.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-574- 1.11% |
$34.3K - $34.5K
|
51.3K
$3.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
636+ 4.3% |
$38K - $38.2K
|
15.4K
$926K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-310- 19.9% |
$18.5K - $18.6K
|
1.25K
$74.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-208- 4.61% |
$12.4K - $12.5K
|
4.3K
$258K
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.13K+ 3.93% |
$247K - $248K
|
109K
$6.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
5.79K+ 11.69% |
$346K - $348K
|
55.3K
$3.32M
|
|