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 87.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
10,435
shares
|
$626,100
0.31% of portfolio
|
Q2 2022
Reduced 11.89%
|
|
|
United Capital Management Of Ks, Inc.
|
May 13, 2025 Q1 2025 |
10,156
shares
|
$609,360
0.14% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,121
shares
|
$607,260
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
10,086
shares
|
$605,160
0.04% of portfolio
|
Q1 2025
Added 20.99%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
9,954
shares
|
$597,240
0.15% of portfolio
|
Q1 2025
Reduced 11.23%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
9,903
shares
|
$594,180
0.22% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
9,865
shares
|
$591,900
0.29% of portfolio
|
Q1 2024
Added 52.71%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
9,794
shares
|
$587,640
0.03% of portfolio
|
Q1 2025
Added 435.78%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
9,783
shares
|
$586,980
0.03% of portfolio
|
Q1 2025
Reduced 39.23%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
9,334
shares
|
$560,040
0.44% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
9,164
shares
|
$549,840
0.46% of portfolio
|
Q1 2025
Added 94.9%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
9,123
shares
|
$547,380
0.32% of portfolio
|
Q4 2023
Reduced 22.41%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
8,861
shares
|
$531,660
0.01% of portfolio
|
Q4 2022
Reduced 1.13%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
8,776
shares
|
$526,560
0.39% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
8,738
shares
|
$524,280
0.02% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,735
shares
|
$524,100
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
8,500
shares
|
$510,000
0.14% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
8,371
shares
|
$502,260
0.19% of portfolio
|
Q2 2025
Reduced 42.36%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
8,263
shares
|
$495,780
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
8,219
shares
|
$493,140
0.42% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
8,196
shares
|
$491,760
0.15% of portfolio
|
Q1 2025
Reduced 28.09%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
8,079
shares
|
$484,740
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
8,032
shares
|
$481,920
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
8,006
shares
|
$480,360
0.19% of portfolio
|
Q3 2023
Added 0.65%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
7,818
shares
|
$469,080
0.17% of portfolio
|
Q2 2025
Reduced 25.3%
|