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 $5.24 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
|
$626,204
0.31% of portfolio
|
Q2 2022
Reduced 11.89%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
10,305
shares
|
$618,403
0.11% of portfolio
|
Q2 2025
Reduced 94.0%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
10,188
shares
|
$611,381
0.0% of portfolio
|
Q2 2025
Added 38.44%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,121
shares
|
$607,361
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
9,933
shares
|
$596,079
0.14% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
9,903
shares
|
$594,279
0.09% of portfolio
|
Q2 2025
Reduced 12.32%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
9,903
shares
|
$594,279
0.2% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
9,865
shares
|
$591,998
0.29% of portfolio
|
Q1 2024
Added 52.71%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
9,779
shares
|
$586,837
0.49% of portfolio
|
Q2 2025
Added 82.27%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
9,779
shares
|
$586,837
0.49% of portfolio
|
Q2 2025
Added 39.46%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
9,743
shares
|
$584,677
0.02% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
9,653
shares
|
$579,276
0.03% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
9,123
shares
|
$547,471
0.32% of portfolio
|
Q4 2023
Reduced 22.41%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
9,100
shares
|
$546,091
0.2% of portfolio
|
Q2 2025
Added 82.0%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
8,977
shares
|
$538,709
0.39% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
8,830
shares
|
$529,888
0.09% of portfolio
|
Q2 2025
Reduced 54.62%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
8,776
shares
|
$526,647
0.39% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
8,738
shares
|
$524,367
0.02% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
8,500
shares
|
$510,085
0.14% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
8,395
shares
|
$503,783
0.01% of portfolio
|
Q2 2025
Reduced 45.46%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
8,371
shares
|
$502,343
0.19% of portfolio
|
Q2 2025
Reduced 42.36%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
8,238
shares
|
$494,362
0.0% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
8,209
shares
|
$492,622
0.0% of portfolio
|
Q2 2025
Added 108.88%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
8,139
shares
|
$488,421
0.13% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,040
shares
|
$482,480
0.05% of portfolio
|
Q2 2025
Reduced 7.96%
|