Purchases and Sales Made in Q4 2024 in First Tr Enhanced Traded Fd Iv (FTSM)
This table provides information about the institutional ownership of First Tr Enhanced Traded Fd Iv (FTSM) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR ENHANCED TRADED FD IV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-536- 5.53% |
$32K - $32.2K
|
9.16K
$548K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-542- 10.15% |
$32.4K - $32.5K
|
4.8K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-543- 1.48% |
$32.4K - $32.6K
|
36K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-543- 1.48% |
$32.4K - $32.6K
|
36K
$2.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-551- 3.14% |
$32.9K - $33.1K
|
17K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-558- 22.72% |
$33.3K - $33.5K
|
1.9K
$114K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-569- 2.74% |
$34K - $34.2K
|
20.2K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-711- 0.47% |
$42.5K - $42.7K
|
150K
$9.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-749- 5.17% |
$44.7K - $45K
|
13.7K
$822K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-771- 9.74% |
$46.1K - $46.3K
|
7.15K
$428K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-806- 27.27% |
$48.2K - $48.4K
|
2.15K
$129K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-859- 13.77% |
$51.3K - $51.6K
|
5.38K
$322K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-919- 3.29% |
$54.9K - $55.2K
|
27K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-933- 11.77% |
$55.7K - $56K
|
7K
$419K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-935- 7.06% |
$55.9K - $56.1K
|
12.3K
$737K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-936- 5.69% |
$55.9K - $56.2K
|
15.5K
$930K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-937- 17.69% |
$56K - $56.2K
|
4.36K
$261K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-952- 31.59% |
$56.9K - $57.1K
|
2.06K
$123K
|
|
|
Feb 07, 2025
Q4 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-1.06K- 13.27% |
$63.5K - $63.8K
|
6.95K
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.1K- 4.01% |
$65.5K - $65.9K
|
26.2K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.26K- 6.9% |
$75.4K - $75.8K
|
17K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.28K- 97.49% |
$76.6K - $77K
|
33
$1.98K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.3K- 1.24% |
$77.5K - $77.9K
|
103K
$6.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.3K- 0.09% |
$77.7K - $78K
|
1.39M
$83.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.37K- 3.61% |
$81.5K - $81.9K
|
36.4K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.39K- 32.42% |
$83.1K - $83.5K
|
2.9K
$174K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.4K- 11.65% |
$83.6K - $84K
|
10.6K
$635K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.49K- 19.93% |
$88.8K - $89.3K
|
5.98K
$358K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.63K- 18.28% |
$97.1K - $97.5K
|
7.26K
$435K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.66K- 9.79% |
$99.2K - $99.7K
|
15.3K
$916K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.84K- 3.17% |
$110K - $110K
|
56.2K
$3.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.89K- 6.16% |
$113K - $113K
|
28.8K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-2K- 22.23% |
$120K - $120K
|
7.01K
$420K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-2.24K- 2.09% |
$134K - $134K
|
105K
$6.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.29K- 5.74% |
$137K - $137K
|
37.6K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.46K- 9.72% |
$147K - $147K
|
22.8K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-2.48K- 14.0% |
$148K - $149K
|
15.2K
$910K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.51K- 9.1% |
$150K - $150K
|
25K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2.6K- 2.79% |
$156K - $156K
|
90.6K
$5.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.61K- 17.69% |
$156K - $157K
|
12.1K
$727K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.64K- 2.71% |
$158K - $158K
|
94.6K
$5.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-2.67K- 19.19% |
$160K - $161K
|
11.3K
$674K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.7K- 4.53% |
$161K - $162K
|
56.8K
$3.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.79K- 0.25% |
$167K - $167K
|
1.13M
$67.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.9K- 77.11% |
$173K - $174K
|
862
$51.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.1K- 12.57% |
$185K - $186K
|
21.5K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.18K- 11.03% |
$190K - $191K
|
25.7K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.25K- 7.03% |
$194K - $195K
|
43K
$2.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.33K- 18.23% |
$199K - $200K
|
14.9K
$894K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.42K- 33.53% |
$205K - $206K
|
6.79K
$406K
|