Purchases and Sales Made in Q4 2025 in First Tr Enhanced Traded Fd Iv (FTSM)

FTSM Quotes by TradingView

This table provides information about the institutional ownership of First Tr Enhanced Traded Fd Iv (FTSM) during Q4 2025. 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 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
 -
122K
New
$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
 -
45.9K
New
$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
 -
28.8K
New
$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 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
 -
11.7K
New
$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
 -
9.32K
New
$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
 -
772
New
$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
Jan 05, 2026 Q4 2025
Gk Wealth Management LLC

Reno, NV
SELL
 -
-33
- 0.76%
$1.98K - $1.98K
4.32K $259K
Jan 12, 2026 Q4 2025
Signal Advisors Wealth, LLC

Detroit, MI
SELL
 -
-40
- 0.39%
$2.4K - $2.41K
10.3K $619K
Jan 07, 2026 Q4 2025
Brady Family Wealth, LLC

Saint Louis, MO
SELL
 -
-269
- 5.09%
$16.1K - $16.2K
5.02K $301K
Jan 05, 2026 Q4 2025
City Center Advisors, LLC

Troy, MI
SELL
 -
-293
- 7.57%
$17.6K - $17.6K
3.58K $215K
Jan 15, 2026 Q4 2025
Brookstone Capital Management

SELL
 -
-301
- 6.54%
$18K - $18.1K
4.3K $258K
Jan 14, 2026 Q4 2025
Nova Wealth Management, Inc.

Bonita Springs, FL
SELL
 -
-420
- 10.11%
$25.2K - $25.3K
3.73K $224K
Jan 15, 2026 Q4 2025
Refined Wealth Management

SELL
 -
-602
- 4.06%
$36.1K - $36.2K
14.2K $852K
Jan 15, 2026 Q4 2025
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-614
- 2.25%
$36.8K - $36.9K
26.7K $1.6M
Jan 13, 2026 Q4 2025
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-618
- 4.74%
$37K - $37.2K
12.4K $744K
Jan 08, 2026 Q4 2025
Dynamic Advisor Solutions LLC

SELL
 -
-1.18K
- 14.25%
$70.8K - $71K
7.11K $426K
Jan 14, 2026 Q4 2025
Spire Wealth Management

SELL
 -
-1.36K
- 2.05%
$81.5K - $81.8K
64.9K $3.89M
Jan 12, 2026 Q4 2025
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-1.68K
- 15.85%
$101K - $101K
8.94K $536K
Jan 08, 2026 Q4 2025
Maridea Wealth Management LLC

Brooklyn, NY
SELL
 -
-1.74K
- 4.65%
$104K - $104K
35.6K $2.13M
Jan 14, 2026 Q4 2025
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-1.77K
- 2.45%
$106K - $106K
70.5K $4.23M
Jan 07, 2026 Q4 2025
True Wealth Advisors, LLC

SELL
 -
-3.93K
- 51.44%
$235K - $236K
3.71K $222K

Track Institutional and Insider Activities on FTSM

Follow FIRST TR ENHANCED TRADED FD IV and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FTSM shares.

Notify only if

Insider Trading

Get notified when an First Tr Enhanced Traded Fd Iv insider buys or sells FTSM shares.

Notify only if

News

Receive news related to FIRST TR ENHANCED TRADED FD IV

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FTSM