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 |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
10,896
shares
|
$654,086
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
10,861
shares
|
$651,985
0.16% of portfolio
|
Q3 2025
Added 33.44%
|
|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
10,744
shares
|
$644,962
0.77% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
10,627
shares
|
$637,938
0.05% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
10,528
shares
|
$631,995
0.03% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
10,435
shares
|
$626,413
0.31% of portfolio
|
Q2 2022
Reduced 11.89%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
10,353
shares
|
$621,490
0.06% of portfolio
|
Q3 2025
Added 48.66%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
10,305
shares
|
$618,609
0.11% of portfolio
|
Q2 2025
Reduced 94.0%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
10,188
shares
|
$611,585
0.0% of portfolio
|
Q2 2025
Added 38.44%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,121
shares
|
$607,563
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
9,933
shares
|
$596,277
0.14% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
9,903
shares
|
$594,477
0.17% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
9,903
shares
|
$594,477
0.09% of portfolio
|
Q2 2025
Reduced 12.32%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
9,865
shares
|
$592,195
0.29% of portfolio
|
Q1 2024
Added 52.71%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
9,779
shares
|
$587,033
0.49% of portfolio
|
Q2 2025
Added 82.27%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
9,779
shares
|
$587,033
0.49% of portfolio
|
Q2 2025
Added 39.46%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
9,653
shares
|
$579,469
0.03% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
9,445
shares
|
$566,983
0.0% of portfolio
|
Q3 2025
Reduced 94.45%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
9,123
shares
|
$547,653
0.32% of portfolio
|
Q4 2023
Reduced 22.41%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
9,100
shares
|
$546,273
0.2% of portfolio
|
Q2 2025
Added 82.0%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
8,955
shares
|
$537,568
0.43% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
8,500
shares
|
$510,255
0.14% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
8,395
shares
|
$503,951
0.01% of portfolio
|
Q2 2025
Reduced 45.46%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
8,288
shares
|
$497,528
0.01% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
8,238
shares
|
$494,527
0.0% of portfolio
|
Q2 2025
Reduced 0.3%
|