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 473 institutions that hold shares in the stock, with a total of 87.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
25,533
shares
|
$1.53 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
25,045
shares
|
$1.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
24,609
shares
|
$1.47 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
23,267
shares
|
$1.39 Million
0.37% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
23,132
shares
|
$1.38 Million
0.02% of portfolio
|
Q1 2025
Added 144.16%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
23,080
shares
|
$1.38 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
22,408
shares
|
$1.34 Million
0.52% of portfolio
|
Q2 2022
Added 191.35%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
22,336
shares
|
$1.34 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
22,263
shares
|
$1.33 Million
0.05% of portfolio
|
Q1 2025
Reduced 34.2%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
22,075
shares
|
$1.32 Million
0.36% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
21,890
shares
|
$1.31 Million
0.18% of portfolio
|
Q2 2025
Added 320.64%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
21,870
shares
|
$1.31 Million
0.25% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
21,659
shares
|
$1.3 Million
0.2% of portfolio
|
Q3 2024
Added 23.73%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
21,659
shares
|
$1.3 Million
0.88% of portfolio
|
Q1 2023
Added 35.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
21,626
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
21,416
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Added 287.41%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
20,198
shares
|
$1.21 Million
0.57% of portfolio
|
Q1 2025
Reduced 63.85%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
20,005
shares
|
$1.2 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
19,854
shares
|
$1.19 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
19,797
shares
|
$1.19 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
19,531
shares
|
$1.17 Million
0.36% of portfolio
|
Q1 2025
Reduced 12.59%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
19,460
shares
|
$1.16 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
19,427
shares
|
$1.16 Million
0.13% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
19,259
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.11%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
19,252
shares
|
$1.15 Million
0.1% of portfolio
|
Q2 2025
Added 19.86%
|