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 |
|---|---|---|---|---|---|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
19,225
shares
|
$1.15 Million
1.1% of portfolio
|
Q1 2025
Added 26.45%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
19,044
shares
|
$1.14 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
18,651
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2025
Added 22.17%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
18,479
shares
|
$1.11 Million
0.9% of portfolio
|
Q1 2025
Added 17.01%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
18,466
shares
|
$1.11 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
18,465
shares
|
$1.11 Million
0.17% of portfolio
|
Q1 2025
Reduced 44.07%
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
18,391
shares
|
$1.1 Million
1.02% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
18,137
shares
|
$1.09 Million
0.45% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
17,695
shares
|
$1.06 Million
0.82% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
17,540
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
17,358
shares
|
$1.04 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
16,970
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
16,970
shares
|
$1.02 Million
0.23% of portfolio
|
Q2 2025
Reduced 13.18%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
16,941
shares
|
$1.01 Million
0.81% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jul 10, 2025 Q2 2025 |
16,916
shares
|
$1.01 Million
0.78% of portfolio
|
Q2 2025
Reduced 23.58%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
16,490
shares
|
$987,091
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
16,039
shares
|
$960,094
0.01% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
15,901
shares
|
$951,833
0.01% of portfolio
|
Q1 2025
Reduced 21.4%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
15,805
shares
|
$946,087
0.39% of portfolio
|
Q1 2025
Reduced 37.03%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
15,442
shares
|
$924,358
0.01% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
15,393
shares
|
$921,424
0.02% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
15,313
shares
|
$916,636
0.18% of portfolio
|
Q1 2025
Added 44.29%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
15,228
shares
|
$911,548
0.39% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
14,906
shares
|
$892,273
1.01% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
14,841
shares
|
$888,382
0.01% of portfolio
|
Q1 2025
Added 17.31%
|