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 |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
18,477
shares
|
$1.11 Million
0.15% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
18,265
shares
|
$1.1 Million
0.14% of portfolio
|
Q3 2025
Added 359.61%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
18,206
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 15.95%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
18,026
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
17,907
shares
|
$1.07 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
17,498
shares
|
$1.05 Million
0.36% of portfolio
|
Q2 2025
Reduced 21.66%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Oct 06, 2025 Q3 2025 |
17,467
shares
|
$1.05 Million
1.0% of portfolio
|
Q3 2025
Reduced 17.95%
|
|
|
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%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
17,166
shares
|
$1.03 Million
0.59% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
17,085
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
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%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
16,439
shares
|
$986,833
0.35% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Oct 08, 2025 Q3 2025 |
16,401
shares
|
$984,552
0.84% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
16,313
shares
|
$979,269
0.79% of portfolio
|
Q3 2025
Reduced 30.59%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
15,561
shares
|
$934,126
0.36% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
15,549
shares
|
$933,406
0.91% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
15,442
shares
|
$926,983
0.01% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
15,434
shares
|
$926,503
0.11% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
15,356
shares
|
$921,820
0.01% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
15,313
shares
|
$919,239
0.16% of portfolio
|
Q1 2025
Added 44.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
15,224
shares
|
$913,896
0.0% of portfolio
|
Q2 2025
Added 117.45%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
14,929
shares
|
$896,187
0.31% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
14,841
shares
|
$890,905
0.01% of portfolio
|
Q1 2025
Added 17.31%
|
|
|
Refined Wealth Management
|
Oct 20, 2025 Q3 2025 |
14,811
shares
|
$889,104
0.6% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
14,752
shares
|
$885,562
0.08% of portfolio
|
Q2 2025
New holding
|