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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.09K+ 48.44% |
$125K - $125K
|
6.41K
$384K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
157KNew |
$9.37M - $9.42M
|
157K
$9.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
612+ 2.52% |
$36.6K - $36.7K
|
24.9K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-27- 0.36% |
$1.61K - $1.62K
|
7.42K
$445K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-30.4K- 40.68% |
$1.81M - $1.82M
|
44.3K
$2.66M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
91New |
$5.44K - $5.46K
|
91
$5.46K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
107K+ 76.57% |
$6.41M - $6.44M
|
247K
$14.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.27K+ 2.06% |
$315K - $317K
|
261K
$15.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.86KNew |
$230K - $232K
|
3.86K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-5.55K- 9.03% |
$331K - $333K
|
55.9K
$3.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
21.1K+ 589.18% |
$1.26M - $1.27M
|
24.7K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-28.5K- 3.24% |
$1.7M - $1.71M
|
853K
$51.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.18K- 11.03% |
$190K - $191K
|
25.7K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.19K+ 9.48% |
$131K - $131K
|
25.3K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
193New |
$11.5K - $11.6K
|
193
$11.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19.4K- 99.86% |
$1.16M - $1.16M
|
27
$1.62K
|
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-166- 1.11% |
$9.92K - $9.96K
|
14.8K
$888K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-48.1K- 45.44% |
$2.87M - $2.89M
|
57.8K
$3.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-5.56K- 2.68% |
$332K - $334K
|
202K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-200- 1.32% |
$11.9K - $12K
|
15K
$900K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-441- 11.19% |
$26.3K - $26.5K
|
3.5K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.1K- 12.57% |
$185K - $186K
|
21.5K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-7.98K- 38.47% |
$477K - $479K
|
12.8K
$766K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
277+ 0.22% |
$16.5K - $16.6K
|
129K
$7.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-536- 5.53% |
$32K - $32.2K
|
9.16K
$549K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-2.24K- 2.09% |
$134K - $134K
|
105K
$6.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.6K- 7.56% |
$215K - $216K
|
44K
$2.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 1.53% |
$358 - $360
|
397
$23.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-261- 5.55% |
$15.6K - $15.7K
|
4.44K
$266K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-71.9K- 11.85% |
$4.29M - $4.31M
|
535K
$32.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
105K+ 891.05% |
$6.28M - $6.31M
|
117K
$7.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.1K- 60.09% |
$605K - $608K
|
6.72K
$403K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
24.1K+ 12.92% |
$1.44M - $1.44M
|
210K
$12.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
27.4K+ 21.37% |
$1.63M - $1.64M
|
155K
$9.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-3.56K- 29.05% |
$213K - $214K
|
8.7K
$522K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.4K+ 123.56% |
$680K - $683K
|
20.6K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-297- 3.11% |
$17.7K - $17.8K
|
9.27K
$556K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.8KNew |
$1.13M - $1.13M
|
18.8K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-471- 4.79% |
$28.1K - $28.3K
|
9.37K
$562K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
512+ 0.53% |
$30.6K - $30.7K
|
96.5K
$5.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.86K- 22.95% |
$230K - $231K
|
12.9K
$776K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.66KNew |
$159K - $160K
|
2.66K
$160K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.39K- 32.42% |
$83.1K - $83.5K
|
2.9K
$174K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.26K- 6.9% |
$75.4K - $75.8K
|
17K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
50.4K+ 80.61% |
$3.01M - $3.03M
|
113K
$6.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
905+ 2.59% |
$54.1K - $54.3K
|
35.9K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.22K+ 4.91% |
$192K - $193K
|
68.8K
$4.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15.2K+ 32.04% |
$910K - $915K
|
62.8K
$3.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.3K+ 8.14% |
$1.99M - $2M
|
443K
$26.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
10.6K+ 6.22% |
$633K - $636K
|
181K
$10.9M
|