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 |
|---|---|---|---|---|---|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
14,752
shares
|
$883,644
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
14,528
shares
|
$870,227
0.01% of portfolio
|
Q2 2025
Reduced 24.57%
|
|
|
Chiron Capital Management, LLC
|
Aug 11, 2025 Q2 2025 |
14,491
shares
|
$868,010
0.77% of portfolio
|
Q2 2025
Reduced 21.21%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
14,488
shares
|
$867,831
0.0% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
14,354
shares
|
$859,804
0.18% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
13,454
shares
|
$805,894
0.31% of portfolio
|
Q2 2025
Reduced 64.88%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
13,092
shares
|
$784,210
0.6% of portfolio
|
Q2 2025
Added 173.49%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
12,992
shares
|
$778,220
0.67% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
12,641
shares
|
$757,195
0.25% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
12,595
shares
|
$754,440
0.19% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
12,476
shares
|
$747,312
0.01% of portfolio
|
Q2 2025
Reduced 46.07%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
12,328
shares
|
$738,447
0.16% of portfolio
|
Q4 2024
Reduced 52.14%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
12,145
shares
|
$727,485
0.05% of portfolio
|
Q2 2025
Reduced 9.74%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
12,071
shares
|
$723,052
0.43% of portfolio
|
Q1 2025
Added 65.65%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
12,041
shares
|
$721,255
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
11,807
shares
|
$707,239
0.05% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
11,772
shares
|
$705,142
0.01% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
11,477
shares
|
$687,472
0.29% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
11,357
shares
|
$680,284
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
11,283
shares
|
$675,851
0.41% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
11,268
shares
|
$674,953
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
|
$658,061
0.03% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
10,896
shares
|
$652,670
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
10,744
shares
|
$643,565
0.77% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
10,627
shares
|
$636,557
0.05% of portfolio
|
Q2 2025
Added 5.36%
|