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 459 institutions that hold shares in the stock, with a total of 87.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
26,246
shares
|
$1.58 Million
0.35% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
26,233
shares
|
$1.57 Million
0.6% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
25,677
shares
|
$1.54 Million
1.43% of portfolio
|
Q1 2023
Reduced 48.8%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
25,664
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
25,318
shares
|
$1.52 Million
0.05% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
25,183
shares
|
$1.51 Million
0.33% of portfolio
|
Q2 2025
Reduced 13.55%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
25,000
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
23,863
shares
|
$1.43 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Aug 07, 2025 Q2 2025 |
23,503
shares
|
$1.41 Million
1.07% of portfolio
|
Q2 2025
Added 156.47%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
23,225
shares
|
$1.39 Million
0.05% of portfolio
|
Q2 2025
Reduced 58.76%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
22,408
shares
|
$1.35 Million
0.52% of portfolio
|
Q2 2022
Added 191.35%
|
|
|
Uncommon Cents Investing LLC
|
Oct 15, 2025 Q3 2025 |
22,050
shares
|
$1.32 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
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%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 14, 2025 Q3 2025 |
21,819
shares
|
$1.31 Million
0.95% of portfolio
|
Q3 2025
Added 23.31%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
21,662
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
Added 16.14%
|
|
|
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%
|
|
|
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%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
21,280
shares
|
$1.28 Million
0.46% of portfolio
|
Q3 2025
Reduced 70.7%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
21,230
shares
|
$1.27 Million
0.51% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
20,654
shares
|
$1.24 Million
0.22% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
20,631
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
20,432
shares
|
$1.23 Million
0.34% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
20,227
shares
|
$1.21 Million
0.23% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
19,252
shares
|
$1.16 Million
0.1% of portfolio
|
Q2 2025
Added 19.86%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
18,945
shares
|
$1.14 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.48%
|