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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
250+ 1666.67% |
$15K - $15K
|
265
$15.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20.6KNew |
$1.23M - $1.24M
|
20.6K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-597- 9.23% |
$35.7K - $35.9K
|
5.87K
$352K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
168+ 3.93% |
$10K - $10.1K
|
4.44K
$266K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-6.67K- 18.57% |
$399K - $401K
|
29.3K
$1.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-24- 0.6% |
$1.44K - $1.44K
|
4K
$240K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-419- 10.57% |
$25.1K - $25.2K
|
3.54K
$213K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
141New |
$8.43K - $8.47K
|
141
$8.46K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
47+ 0.63% |
$2.81K - $2.82K
|
7.45K
$447K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-789- 15.82% |
$47.2K - $47.4K
|
4.2K
$252K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
4.13KNew |
$247K - $248K
|
4.13K
$248K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-2.13K- 34.07% |
$127K - $128K
|
4.11K
$247K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
124+ 32.98% |
$7.41K - $7.44K
|
500
$30K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
750New |
$44.8K - $45K
|
750
$45K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.47KNew |
$147K - $148K
|
2.47K
$148K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2KNew |
$120K - $120K
|
2K
$120K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.19K+ 17.31% |
$131K - $131K
|
14.8K
$890K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.9KNew |
$710K - $713K
|
11.9K
$713K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
161KNew |
$9.61M - $9.65M
|
161K
$9.64M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
932New |
$55.7K - $55.9K
|
932
$55.9K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
37New |
$2.21K - $2.22K
|
37
$2.22K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
6.25KNew |
$374K - $375K
|
6.25K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.96KNew |
$416K - $418K
|
6.96K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.64K- 63.38% |
$517K - $519K
|
4.99K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
130K+ 9.39% |
$7.8M - $7.83M
|
1.52M
$91.2M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.2KNew |
$132K - $132K
|
2.2K
$132K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.68K- 28.03% |
$100K - $101K
|
4.3K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
14KNew |
$839K - $843K
|
14K
$842K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.27K+ 14.29% |
$75.9K - $76.2K
|
10.2K
$609K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.42K- 20.13% |
$84.8K - $85.2K
|
5.63K
$338K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.7K+ 44.29% |
$281K - $282K
|
15.3K
$918K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.21KNew |
$311K - $313K
|
5.21K
$312K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-18.5K- 7.78% |
$1.1M - $1.11M
|
219K
$13.1M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
163New |
$9.74K - $9.78K
|
163
$9.78K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.37K- 28.49% |
$81.7K - $82.1K
|
3.43K
$206K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-50- 0.5% |
$2.99K - $3K
|
9.9K
$594K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-380- 9.43% |
$22.7K - $22.8K
|
3.65K
$219K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
13+ 2.39% |
$777 - $780
|
556
$33.3K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
16.5KNew |
$986K - $990K
|
16.5K
$989K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.34KNew |
$200K - $201K
|
3.34K
$201K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2- 13.33% |
$120 - $120
|
13
$780
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
183New |
$10.9K - $11K
|
183
$11K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
4.78K+ 65.65% |
$286K - $287K
|
12.1K
$724K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-2.81K- 12.59% |
$168K - $169K
|
19.5K
$1.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-600- 20.69% |
$35.9K - $36K
|
2.3K
$138K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1KNew |
$59.8K - $60K
|
1K
$60K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
26.7KNew |
$1.6M - $1.6M
|
26.7K
$1.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
5.29KNew |
$316K - $318K
|
5.29K
$317K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
292New |
$17.5K - $17.5K
|
292
$17.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
4.01KNew |
$239K - $240K
|
4.01K
$240K
|
|