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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
8,209
shares
|
$492,786
0.0% of portfolio
|
Q2 2025
Added 108.88%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,040
shares
|
$482,641
0.05% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
8,032
shares
|
$482,160
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
8,006
shares
|
$480,600
0.19% of portfolio
|
Q3 2023
Added 0.65%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Aug 11, 2025 Q2 2025 |
7,926
shares
|
$475,797
0.43% of portfolio
|
Q2 2025
Added 56.15%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
7,742
shares
|
$464,752
0.28% of portfolio
|
Q2 2024
Reduced 70.02%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
7,630
shares
|
$458,028
0.16% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
7,611
shares
|
$456,888
0.21% of portfolio
|
Q2 2025
Reduced 37.68%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
7,465
shares
|
$448,123
0.11% of portfolio
|
Q1 2024
Added 4.38%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
7,253
shares
|
$435,397
0.05% of portfolio
|
Q2 2025
Reduced 20.09%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
7,251
shares
|
$435,277
0.33% of portfolio
|
Q2 2025
Reduced 11.78%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
7,251
shares
|
$435,277
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
7,247
shares
|
$435,037
0.03% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
7,198
shares
|
$432,095
0.04% of portfolio
|
Q3 2025
Added 30.64%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
6,954
shares
|
$417,448
0.02% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,930
shares
|
$416,007
0.06% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
6,917
shares
|
$415,227
0.01% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
6,860
shares
|
$411,805
0.16% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
6,800
shares
|
$408,204
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
6,789
shares
|
$407,543
0.04% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
6,787
shares
|
$407,423
0.08% of portfolio
|
Q4 2024
Reduced 33.53%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
6,754
shares
|
$405,442
0.01% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,287
shares
|
$377,408
0.44% of portfolio
|
Q2 2024
Reduced 6.18%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6,151
shares
|
$369,244
0.02% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
6,109
shares
|
$366,723
0.17% of portfolio
|
Q2 2025
Added 7.88%
|