Latest Institutional Purchases of First Tr Enhanced Traded Fd Iv (FTSM)
This list provides information on the latest institutional transactions involving First Tr Enhanced Traded Fd Iv (FTSM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
185KNew |
$11M - $11.1M
|
185K
$11.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
173K+ 2514.31% |
$10.4M - $10.4M
|
180K
$10.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
113K+ 999.02% |
$6.73M - $6.75M
|
124K
$7.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
72.7K+ 562.14% |
$4.35M - $4.37M
|
85.7K
$5.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47K+ 12.07% |
$2.81M - $2.82M
|
436K
$26.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37.3K+ 118.59% |
$2.23M - $2.24M
|
68.8K
$4.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34.8K+ 7.86% |
$2.08M - $2.09M
|
478K
$28.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
29.8K+ 110414.81% |
$1.78M - $1.79M
|
29.8K
$1.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20.5K+ 31.65% |
$1.22M - $1.23M
|
85.2K
$5.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
17K+ 7.42% |
$1.01M - $1.02M
|
246K
$14.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.87K+ 22.44% |
$590K - $592K
|
53.9K
$3.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
9.3K+ 3.8% |
$556K - $558K
|
254K
$15.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.33K+ 7.14% |
$438K - $440K
|
110K
$6.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
6.94K+ 19.34% |
$415K - $416K
|
42.8K
$2.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.92K+ 11.11% |
$294K - $295K
|
49.2K
$2.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.77KNew |
$285K - $287K
|
4.77K
$286K
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4.46K+ 94.9% |
$267K - $268K
|
9.16K
$549K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
4.01KNew |
$239K - $240K
|
4.01K
$240K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3.41K+ 4.92% |
$204K - $205K
|
72.7K
$4.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.09K+ 4.65% |
$185K - $185K
|
69.5K
$4.17M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.36K+ 7.23% |
$141K - $141K
|
35K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.08K+ 30.88% |
$64.8K - $65.1K
|
4.59K
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.08K+ 10.72% |
$64.6K - $64.9K
|
11.2K
$669K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
760+ 4.97% |
$45.4K - $45.6K
|
16.1K
$962K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
730+ 2.38% |
$43.6K - $43.8K
|
31.4K
$1.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
706+ 2.45% |
$42.2K - $42.4K
|
29.5K
$1.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
696+ 17.01% |
$41.6K - $41.8K
|
4.79K
$287K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
494+ 0.79% |
$29.5K - $29.7K
|
63.3K
$3.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
304New |
$18.2K - $18.2K
|
304
$18.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
109+ 1.18% |
$6.52K - $6.54K
|
9.38K
$562K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
45+ 45.0% |
$2.69K - $2.7K
|
145
$8.69K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
9+ 0.05% |
$538 - $540
|
19.5K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.76% |
$179 - $180
|
400
$24K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 0.05% |
$179 - $180
|
5.48K
$328K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.59MNew |
$155M - $156M
|
2.59M
$155M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
491K+ 5.86% |
$29.3M - $29.5M
|
8.86M
$531M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
465KNew |
$27.8M - $27.9M
|
465K
$27.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
433K+ 12.64% |
$25.9M - $26M
|
3.86M
$231M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
315KNew |
$18.8M - $18.9M
|
315K
$18.8M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
298KNew |
$17.8M - $17.9M
|
298K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
269KNew |
$16.1M - $16.1M
|
269K
$16.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
247K+ 1689.74% |
$14.7M - $14.8M
|
261K
$15.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
209K+ 67.92% |
$12.5M - $12.6M
|
517K
$31M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
157KNew |
$9.37M - $9.42M
|
157K
$9.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
155K+ 10.5% |
$9.27M - $9.32M
|
1.63M
$97.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
152K+ 10.98% |
$9.06M - $9.1M
|
1.53M
$91.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
150K+ 19.26% |
$8.99M - $9.03M
|
932K
$55.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
148KNew |
$8.83M - $8.87M
|
148K
$8.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
120K+ 19.71% |
$7.15M - $7.19M
|
727K
$43.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
116KNew |
$6.92M - $6.95M
|
116K
$6.94M
|
|