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 |
|---|---|---|---|---|---|
|
Refined Wealth Management
|
Jul 17, 2025 Q2 2025 |
14,811
shares
|
$886,586
0.62% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
14,591
shares
|
$873,417
0.0% of portfolio
|
Q1 2025
Added 25.94%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
14,367
shares
|
$860,008
0.01% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
14,303
shares
|
$856,177
0.46% of portfolio
|
Q1 2025
Reduced 41.49%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
14,036
shares
|
$840,194
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
13,456
shares
|
$805,476
0.07% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
12,722
shares
|
$761,538
0.75% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
12,641
shares
|
$756,690
0.25% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
12,595
shares
|
$753,936
0.19% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
12,328
shares
|
$737,954
0.16% of portfolio
|
Q4 2024
Reduced 52.14%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
12,309
shares
|
$736,816
0.34% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
12,212
shares
|
$731,010
0.36% of portfolio
|
Q1 2025
Reduced 16.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
12,148
shares
|
$727,179
0.1% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
12,071
shares
|
$722,570
0.43% of portfolio
|
Q1 2025
Added 65.65%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
11,882
shares
|
$711,256
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
11,772
shares
|
$704,671
0.01% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
11,598
shares
|
$694,256
0.48% of portfolio
|
Q1 2025
Reduced 31.85%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
11,295
shares
|
$676,118
0.11% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
11,268
shares
|
$674,502
0.22% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
10,986
shares
|
$657,621
0.03% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
10,701
shares
|
$640,561
0.84% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
10,576
shares
|
$633,079
0.05% of portfolio
|
Q1 2025
Added 19.57%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
10,435
shares
|
$624,639
0.31% of portfolio
|
Q2 2022
Reduced 11.89%
|
|
|
United Capital Management Of Ks, Inc.
|
May 13, 2025 Q1 2025 |
10,156
shares
|
$607,938
0.14% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,121
shares
|
$605,843
0.02% of portfolio
|
Q4 2023
New holding
|