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 410 institutions that hold shares in the stock, with a total of 88.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
13,276,087
shares
|
$791 Million
0.06% of portfolio
|
Q1 2024
Reduced 4.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
8,175,036
shares
|
$487 Million
0.12% of portfolio
|
Q1 2024
Reduced 5.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
8,038,412
shares
|
$479 Million
0.26% of portfolio
|
Q1 2024
Reduced 5.43%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
4,046,977
shares
|
$241 Million
0.06% of portfolio
|
Q1 2024
Reduced 8.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
3,106,534
shares
|
$185 Million
0.02% of portfolio
|
Q1 2024
Reduced 8.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,729,292
shares
|
$163 Million
0.04% of portfolio
|
Q1 2024
Reduced 11.44%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
2,467,930
shares
|
$147 Million
1.17% of portfolio
|
Q2 2023
Added 6915.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
2,217,151
shares
|
$132 Million
0.3% of portfolio
|
Q1 2024
Reduced 18.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,970,442
shares
|
$117 Million
0.18% of portfolio
|
Q1 2024
Reduced 12.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
1,612,862
shares
|
$96.1 Million
0.23% of portfolio
|
Q1 2024
Added 4844.55%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Mar 04, 2024 Q4 2023 |
1,334,127
shares
|
$79.5 Million
19.88% of portfolio
|
Q4 2023
Reduced 2.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
1,331,768
shares
|
$79.4 Million
0.31% of portfolio
|
Q1 2024
Reduced 11.16%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
1,267,700
shares
|
$75.6 Million
0.12% of portfolio
|
Q1 2024
Reduced 2.42%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 13, 2024 Q1 2024 |
1,131,681
shares
|
$67.4 Million
0.07% of portfolio
|
Q1 2024
Reduced 34.62%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2024 Q1 2024 |
1,125,773
shares
|
$67.1 Million
7.99% of portfolio
|
Q1 2024
Added 675.73%
|
|
|
Csenge Advisory Group
|
May 03, 2024 Q1 2024 |
1,053,209
shares
|
$62.8 Million
3.55% of portfolio
|
Q1 2024
Added 5.74%
|
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
988,294
shares
|
$58.9 Million
1.98% of portfolio
|
Q4 2023
Added 24.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
954,781
shares
|
$56.9 Million
0.04% of portfolio
|
Q1 2024
Reduced 17.54%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
896,817
shares
|
$53.5 Million
10.66% of portfolio
|
Q4 2023
Added 156.35%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
831,739
shares
|
$49.6 Million
0.08% of portfolio
|
Q1 2024
Reduced 29.77%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
May 06, 2024 Q1 2024 |
802,550
shares
|
$47.8 Million
27.44% of portfolio
|
Q1 2024
Added 31.13%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 12, 2024 Q1 2024 |
783,406
shares
|
$46.7 Million
0.6% of portfolio
|
Q1 2024
Added 5869.72%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
737,857
shares
|
$44 Million
0.09% of portfolio
|
Q1 2024
Added 7.91%
|
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
732,844
shares
|
$43.7 Million
2.13% of portfolio
|
Q4 2023
Reduced 17.28%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
725,921
shares
|
$43.3 Million
0.02% of portfolio
|
Q1 2024
Added 5.28%
|
|