Institutional Ownership First Tr Enhanced Traded Fd Iv (FTSM)
This table provides information about the institutional ownership of First Tr Enhanced Traded Fd Iv (FTSM). We have compiled data on the 471 institutions that hold shares in the stock, with a total of 87 Million shares, which have been reported (via 13F filing form) to have a value of $5.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
13,394,080
shares
|
$803 Million
0.06% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
9,141,990
shares
|
$548 Million
0.22% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
7,268,458
shares
|
$436 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,355,840
shares
|
$201 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,192,327
shares
|
$191 Million
0.07% of portfolio
|
Q1 2025
Added 23.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,637,594
shares
|
$158 Million
0.03% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,391,117
shares
|
$143 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
1,798,647
shares
|
$108 Million
12.36% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,773,377
shares
|
$106 Million
0.14% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
1,519,844
shares
|
$91.2 Million
0.15% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,447,685
shares
|
$86.8 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Apr 28, 2025 Q1 2025 |
1,285,331
shares
|
$77.1 Million
41.28% of portfolio
|
Q1 2025
Added 50.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,208,983
shares
|
$72.5 Million
0.17% of portfolio
|
Q1 2025
Reduced 19.8%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
1,183,880
shares
|
$71 Million
3.92% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
1,180,959
shares
|
$70.8 Million
0.07% of portfolio
|
Q1 2025
Added 822.24%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
1,165,643
shares
|
$69.9 Million
38.08% of portfolio
|
Q1 2025
Added 1243.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,085,250
shares
|
$65.1 Million
0.22% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,016,229
shares
|
$61 Million
6.47% of portfolio
|
Q4 2024
Reduced 15.32%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
997,938
shares
|
$59.9 Million
0.07% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
926,493
shares
|
$55.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 19.23%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
891,249
shares
|
$53.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
770,064
shares
|
$46.2 Million
1.5% of portfolio
|
Q1 2025
Added 118.18%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
697,847
shares
|
$41.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
559,630
shares
|
$33.6 Million
2.89% of portfolio
|
Q1 2025
Reduced 33.16%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
545,893
shares
|
$32.7 Million
6.13% of portfolio
|
Q1 2024
Reduced 44.66%
|