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 463 institutions that hold shares in the stock, with a total of 87.3 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
25,860
shares
|
$1.55 Million
0.14% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
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%
|
|
|
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
|
|
|
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
|
|
|
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%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
23,502
shares
|
$1.41 Million
1.23% of portfolio
|
Q2 2025
Added 22.25%
|
|
|
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
|
$1.34 Million
0.52% of portfolio
|
Q2 2022
Added 191.35%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Weitzel Financial Services, Inc.
|
Aug 12, 2025 Q2 2025 |
20,893
shares
|
$1.25 Million
0.54% of portfolio
|
Q2 2025
Added 823.24%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
20,631
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
20,603
shares
|
$1.23 Million
0.92% of portfolio
|
Q2 2025
Reduced 22.3%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
20,432
shares
|
$1.22 Million
0.34% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
19,797
shares
|
$1.19 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
19,626
shares
|
$1.18 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
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%
|