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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
360K+ 651.75% |
$21.6M - $21.7M
|
415K
$24.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
122KNew |
$7.33M - $7.36M
|
122K
$7.34M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
76.3K+ 53.75% |
$4.57M - $4.59M
|
218K
$13.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
45.9KNew |
$2.75M - $2.76M
|
45.9K
$2.75M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
36.4K+ 46.49% |
$2.18M - $2.19M
|
115K
$6.88M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
31.6K+ 8.73% |
$1.89M - $1.9M
|
393K
$23.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
29K+ 177.56% |
$1.74M - $1.74M
|
45.3K
$2.72M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
28.8KNew |
$1.72M - $1.73M
|
28.8K
$1.73M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
24K+ 7.53% |
$1.44M - $1.45M
|
343K
$20.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
22.8K+ 9.63% |
$1.37M - $1.37M
|
260K
$15.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
22.4K+ 3.69% |
$1.34M - $1.35M
|
628K
$37.7M
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
21.2K+ 17.23% |
$1.27M - $1.27M
|
144K
$8.64M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14.8K+ 6.04% |
$889K - $893K
|
260K
$15.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
11.7KNew |
$699K - $701K
|
11.7K
$700K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
9.59K+ 36.11% |
$574K - $576K
|
36.1K
$2.17M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
9.32KNew |
$559K - $561K
|
9.32K
$559K
|
|
|
Jan 15, 2026
Q4 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
8.24K+ 117.56% |
$493K - $495K
|
15.2K
$914K
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
7.93K+ 45.42% |
$475K - $477K
|
25.4K
$1.52M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.72K+ 156.24% |
$463K - $464K
|
12.7K
$760K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.32K+ 6.32% |
$319K - $320K
|
89.6K
$5.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5.18K+ 9.45% |
$310K - $311K
|
60K
$3.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
4.01K+ 101.11% |
$240K - $241K
|
7.97K
$478K
|
|
|
Jan 16, 2026
Q4 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.92K+ 1.83% |
$235K - $236K
|
218K
$13.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.56K+ 12.79% |
$213K - $214K
|
31.4K
$1.88M
|
|
|
Jan 07, 2026
Q4 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.91K+ 1.05% |
$115K - $115K
|
185K
$11.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
895+ 18.7% |
$53.6K - $53.8K
|
5.68K
$341K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
772New |
$46.3K - $46.4K
|
772
$46.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
200+ 4.21% |
$12K - $12K
|
4.95K
$297K
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
129+ 1.02% |
$7.73K - $7.76K
|
12.8K
$769K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
71+ 1.88% |
$4.25K - $4.27K
|
3.84K
$230K
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
44+ 0.2% |
$2.64K - $2.65K
|
21.9K
$1.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
30+ 0.44% |
$1.8K - $1.8K
|
6.84K
$410K
|
|
|
Jan 15, 2026
Q4 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
15+ 0.07% |
$899 - $902
|
22.1K
$1.32M
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
9+ 0.1% |
$539 - $541
|
8.96K
$538K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7+ 0.13% |
$419 - $421
|
5.5K
$330K
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
508K+ 6.98% |
$30.4M - $30.5M
|
7.78M
$467M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
396K+ 28.62% |
$23.7M - $23.8M
|
1.78M
$107M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
334KNew |
$20M - $20.1M
|
334K
$20M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
295K+ 18.81% |
$17.6M - $17.7M
|
1.86M
$112M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
283K+ 3.11% |
$16.9M - $17M
|
9.37M
$562M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
213KNew |
$12.7M - $12.8M
|
213K
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
139K+ 125.74% |
$8.31M - $8.36M
|
250K
$15M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
135K+ 239.89% |
$8.05M - $8.09M
|
191K
$11.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
132K+ 105.3% |
$7.87M - $7.91M
|
256K
$15.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
121K+ 427.22% |
$7.24M - $7.27M
|
149K
$8.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
121K+ 707.54% |
$7.23M - $7.27M
|
138K
$8.28M
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
121KNew |
$7.21M - $7.24M
|
121K
$7.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
103K+ 34.48% |
$6.17M - $6.2M
|
402K
$24.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
75.6K+ 1326.93% |
$4.52M - $4.55M
|
81.3K
$4.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60.2K+ 15.29% |
$3.6M - $3.62M
|
454K
$27.2M
|
|