Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2K- 49.67% |
$119K - $120K
|
2.03K
$121K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-500- 8.63% |
$29.7K - $29.9K
|
5.29K
$316K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-370- 28.79% |
$22K - $22.1K
|
915
$54.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-154- 4.03% |
$9.15K - $9.22K
|
3.66K
$219K
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-74- 1.36% |
$4.4K - $4.43K
|
5.35K
$320K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-334K- 98.31% |
$19.8M - $19.9M
|
5.76K
$344K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-8.5K- 43.59% |
$505K - $507K
|
11K
$658K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.28K- 48.86% |
$195K - $195K
|
3.43K
$205K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-2.73K- 43.63% |
$162K - $163K
|
3.52K
$211K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.05K- 23.46% |
$122K - $122K
|
6.69K
$400K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.08K- 3.81% |
$64.1K - $64.4K
|
27.2K
$1.63M
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-744K- 71.29% |
$44.2M - $44.4M
|
300K
$17.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
SELL
|
- |
-268K- 92.53% |
$15.9M - $16M
|
21.7K
$1.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-74.8K- 99.77% |
$4.44M - $4.47M
|
170
$10.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-27.7K- 28.27% |
$1.65M - $1.66M
|
70.3K
$4.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24.9K- 31.98% |
$1.48M - $1.49M
|
53K
$3.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.74K- 54.0% |
$519K - $522K
|
7.44K
$445K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.04K- 41.79% |
$240K - $241K
|
5.63K
$336K
|
|
|
Jul 25, 2023
Q2 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-2.73K- 35.13% |
$162K - $163K
|
5.04K
$301K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.19K- 61.75% |
$130K - $131K
|
1.35K
$80.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.55K- 17.9% |
$92.2K - $92.7K
|
7.12K
$426K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-995- 1.86% |
$59.1K - $59.4K
|
52.6K
$3.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-544- 13.62% |
$32.3K - $32.5K
|
3.45K
$206K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-362- 50.28% |
$21.5K - $21.6K
|
358
$21.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-33- 4.01% |
$1.96K - $1.97K
|
790
$47.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-33- 0.85% |
$1.96K - $1.97K
|
3.86K
$231K
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-24.5K- 48.8% |
$1.45M - $1.46M
|
25.7K
$1.53M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-22.1K- 32.04% |
$1.31M - $1.32M
|
46.8K
$2.8M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.85K- 9.62% |
$110K - $110K
|
17.4K
$1.04M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.51K- 29.16% |
$89.8K - $90.2K
|
3.67K
$219K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-861Closed |
$51.2K - $51.4K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-797- 88.85% |
$47.4K - $47.6K
|
100
$5.98K
|
|
|
May 02, 2023
Q1 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-437- 8.32% |
$26K - $26.1K
|
4.82K
$288K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-301- 7.31% |
$17.9K - $18K
|
3.81K
$228K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-144- 1.54% |
$8.56K - $8.6K
|
9.21K
$551K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.3KClosed |
$612K - $615K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.65K- 25.27% |
$512K - $515K
|
25.6K
$1.53M
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
SELL
|
- |
-7.17K- 54.14% |
$425K - $427K
|
6.07K
$363K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.74K- 38.63% |
$222K - $223K
|
5.95K
$356K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.23K- 28.12% |
$132K - $133K
|
5.7K
$341K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.92K- 34.96% |
$114K - $115K
|
3.58K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.6K- 65.04% |
$95.1K - $95.6K
|
862
$51.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-740- 4.6% |
$43.9K - $44.1K
|
15.3K
$917K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-231- 91.3% |
$13.7K - $13.8K
|
22
$1.32K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-101- 1.13% |
$5.99K - $6.02K
|
8.86K
$530K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-27- 0.41% |
$1.6K - $1.61K
|
6.57K
$393K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-29K- 87.13% |
$1.72M - $1.73M
|
4.29K
$256K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-8.9K- 67.86% |
$528K - $530K
|
4.22K
$252K
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-4.61K- 14.15% |
$273K - $274K
|
27.9K
$1.67M
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.69K- 44.04% |
$100K - $100K
|
2.14K
$128K
|
|