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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
138K+ 41.08% |
$8.26M - $8.3M
|
476K
$28.5M
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7.52KNew |
$448K - $450K
|
7.52K
$451K
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.93K+ 53.99% |
$413K - $415K
|
19.8K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.61KNew |
$275K - $276K
|
4.61K
$277K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.88KNew |
$232K - $233K
|
3.88K
$233K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
3.87KNew |
$231K - $232K
|
3.87K
$232K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
3.41K+ 52.71% |
$203K - $204K
|
9.87K
$592K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
956New |
$57K - $57.3K
|
956
$57.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
780New |
$46.5K - $46.7K
|
780
$46.8K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
235New |
$14K - $14.1K
|
235
$14.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
214New |
$12.8K - $12.8K
|
214
$12.8K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
90New |
$5.37K - $5.39K
|
90
$5.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
15+ 0.34% |
$894 - $899
|
4.37K
$262K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$59.6 - $59.9
|
1
$60
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
97.2K+ 39.47% |
$5.78M - $5.82M
|
344K
$20.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
26.7KNew |
$1.58M - $1.6M
|
26.7K
$1.6M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
16.3KNew |
$969K - $976K
|
16.3K
$978K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
14.5KNew |
$864K - $870K
|
14.5K
$872K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.1KNew |
$601K - $606K
|
10.1K
$607K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.99KNew |
$237K - $239K
|
3.99K
$239K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
839+ 1.78% |
$49.9K - $50.2K
|
47.9K
$2.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
500New |
$29.7K - $29.9K
|
500
$30K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
303New |
$18K - $18.1K
|
303
$18.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
240New |
$14.3K - $14.4K
|
240
$14.4K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
124New |
$7.37K - $7.42K
|
124
$7.44K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
40New |
$2.38K - $2.39K
|
40
$2.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
35New |
$2.08K - $2.09K
|
35
$2.1K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
131KNew |
$7.78M - $7.82M
|
131K
$7.86M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
52.5K+ 31.51% |
$3.12M - $3.13M
|
219K
$13.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
28.5KNew |
$1.7M - $1.7M
|
28.5K
$1.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
23.8KNew |
$1.41M - $1.42M
|
23.8K
$1.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
21K+ 151.47% |
$1.25M - $1.25M
|
34.8K
$2.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
10.4KNew |
$616K - $618K
|
10.4K
$621K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.66KNew |
$514K - $517K
|
8.66K
$519K
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
4.22KNew |
$251K - $252K
|
4.22K
$253K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
4.17KNew |
$248K - $249K
|
4.17K
$250K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
3.78KNew |
$224K - $225K
|
3.78K
$226K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.33K+ 18.26% |
$78.8K - $79.1K
|
8.59K
$515K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
800New |
$47.5K - $47.8K
|
800
$48K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
731New |
$43.4K - $43.6K
|
731
$43.8K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
634+ 1.65% |
$37.7K - $37.8K
|
39.1K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
600+ 9.75% |
$35.7K - $35.8K
|
6.76K
$405K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
353+ 9.78% |
$21K - $21.1K
|
3.96K
$238K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
233New |
$13.8K - $13.9K
|
233
$14K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
83+ 0.89% |
$4.93K - $4.95K
|
9.46K
$567K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
52+ 0.65% |
$3.09K - $3.1K
|
8.01K
$480K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.33MNew |
$78.7M - $79.2M
|
1.33M
$79.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
258KNew |
$15.3M - $15.4M
|
258K
$15.5M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
215KNew |
$12.8M - $12.8M
|
215K
$12.9M
|
|