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 423 institutions that hold shares in the stock, with a total of 82.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
8,500
shares
|
$509,405
0.14% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
8,144
shares
|
$488,069
0.06% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
8,032
shares
|
$481,357
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Omega Group, Inc.
|
Nov 12, 2024 Q3 2024 |
8,013
shares
|
$480,219
0.68% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
8,006
shares
|
$479,799
0.19% of portfolio
|
Q3 2023
Added 0.65%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
7,928
shares
|
$475,125
0.04% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
7,919
shares
|
$474,585
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
7,870
shares
|
$471,649
0.06% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 04, 2024 Q3 2024 |
7,863
shares
|
$471,229
0.12% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
7,742
shares
|
$463,978
0.28% of portfolio
|
Q2 2024
Reduced 70.02%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
7,693
shares
|
$461,041
0.0% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
7,518
shares
|
$450,553
0.01% of portfolio
|
Q3 2024
Reduced 19.58%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
7,465
shares
|
$447,377
0.11% of portfolio
|
Q1 2024
Added 4.38%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,462
shares
|
$447,197
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
7,447
shares
|
$446,298
0.21% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
7,390
shares
|
$442,882
0.0% of portfolio
|
Q3 2024
Added 61.74%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
7,359
shares
|
$441,024
0.16% of portfolio
|
Q3 2024
Reduced 26.06%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
7,109
shares
|
$426,042
0.06% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
7,067
shares
|
$423,525
0.05% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,715
shares
|
$402,429
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,652
shares
|
$398,654
0.0% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
6,582
shares
|
$394,459
0.03% of portfolio
|
Q3 2024
Reduced 16.83%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
6,446
shares
|
$386,308
0.02% of portfolio
|
Q3 2024
Reduced 14.7%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
6,302
shares
|
$377,678
0.19% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,287
shares
|
$376,779
0.44% of portfolio
|
Q2 2024
Reduced 6.18%
|