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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.2K+ 1.88% |
$132K - $132K
|
119K
$7.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.1K+ 3.57% |
$126K - $126K
|
61K
$3.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.07K+ 3048.53% |
$124K - $125K
|
2.14K
$128K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.99K+ 2.3% |
$119K - $120K
|
88.7K
$5.32M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.93K+ 7.85% |
$116K - $116K
|
26.5K
$1.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.88KNew |
$113K - $113K
|
1.88K
$113K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.88K+ 19.44% |
$112K - $113K
|
11.5K
$692K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.81K+ 7.16% |
$108K - $109K
|
27.1K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.69K+ 30.64% |
$101K - $101K
|
7.2K
$432K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.67K+ 5.23% |
$99.7K - $100K
|
33.5K
$2.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.61K+ 30.9% |
$96.5K - $97K
|
6.83K
$410K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.49K+ 0.91% |
$89.1K - $89.6K
|
166K
$9.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.49K+ 33.23% |
$88.9K - $89.3K
|
5.96K
$357K
|
|
|
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
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.4K+ 9.32% |
$83.9K - $84.3K
|
16.4K
$986K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.33K+ 1.38% |
$79.7K - $80.1K
|
98.1K
$5.89M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.28K+ 3.69% |
$76.6K - $76.9K
|
36K
$2.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.28K+ 8.67% |
$76.5K - $76.9K
|
16K
$962K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.24K+ 1.74% |
$73.9K - $74.2K
|
72.2K
$4.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 1.8% |
$71.1K - $71.5K
|
67.1K
$4.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.18K+ 3.57% |
$70.6K - $71K
|
34.3K
$2.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.07K+ 0.55% |
$64.2K - $64.6K
|
195K
$11.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
994+ 1.51% |
$59.5K - $59.7K
|
66.7K
$4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
989+ 0.54% |
$59.2K - $59.4K
|
184K
$11.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
942+ 0.73% |
$56.3K - $56.6K
|
130K
$7.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
921New |
$55.1K - $55.4K
|
921
$55.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
865+ 2.36% |
$51.7K - $52K
|
37.6K
$2.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
828+ 2.49% |
$49.5K - $49.8K
|
34.1K
$2.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
810+ 1.68% |
$48.4K - $48.7K
|
49.1K
$2.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
800New |
$47.8K - $48.1K
|
800
$48K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
800New |
$47.8K - $48.1K
|
800
$48K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
800+ 2.2% |
$47.8K - $48.1K
|
37.2K
$2.23M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
790+ 235.82% |
$47.2K - $47.5K
|
1.13K
$67.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
742+ 2.23% |
$44.4K - $44.6K
|
34K
$2.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
739+ 1.37% |
$44.2K - $44.4K
|
54.8K
$3.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
636+ 4.3% |
$38K - $38.2K
|
15.4K
$926K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
601+ 3.06% |
$35.9K - $36.1K
|
20.2K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
596+ 2.21% |
$35.6K - $35.8K
|
27.6K
$1.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
591New |
$35.3K - $35.5K
|
591
$35.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
525+ 4.04% |
$31.4K - $31.6K
|
13.5K
$811K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
515+ 1.38% |
$30.8K - $31K
|
37.7K
$2.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
337+ 1.61% |
$20.2K - $20.3K
|
21.2K
$1.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
332+ 2.89% |
$19.9K - $20K
|
11.8K
$708K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
261+ 3.18% |
$15.6K - $15.7K
|
8.47K
$508K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
244+ 5.6% |
$14.6K - $14.7K
|
4.6K
$276K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
208+ 71.72% |
$12.4K - $12.5K
|
498
$29.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
202+ 3.08% |
$12.1K - $12.1K
|
6.75K
$405K
|
|
|
Nov 13, 2025
Q3 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
200+ 2.43% |
$12K - $12K
|
8.44K
$506K
|
|
|
Nov 10, 2025
Q3 2025
|
360 Financial, Inc.
|
BUY
|
- |
190+ 0.67% |
$11.4K - $11.4K
|
28.6K
$1.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
166New |
$9.93K - $9.98K
|
166
$9.96K
|
|