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 468 institutions that hold shares in the stock, with a total of 84.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
7,926
shares
|
$474,925
0.06% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
7,786
shares
|
$466,537
0.06% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
7,742
shares
|
$463,900
0.28% of portfolio
|
Q2 2024
Reduced 70.02%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
7,611
shares
|
$456,051
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
7,558
shares
|
$452,875
0.01% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
7,465
shares
|
$447,302
0.11% of portfolio
|
Q1 2024
Added 4.38%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
7,420
shares
|
$444,606
0.17% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
7,406
shares
|
$443,767
0.01% of portfolio
|
Q1 2025
Reduced 15.9%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
7,287
shares
|
$436,637
0.24% of portfolio
|
Q4 2024
Reduced 53.82%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
7,280
shares
|
$436,217
0.03% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
7,263
shares
|
$435,198
0.04% of portfolio
|
Q4 2024
Reduced 18.28%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,204
shares
|
$431,663
0.06% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
7,204
shares
|
$431,663
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,180
shares
|
$430,225
0.06% of portfolio
|
Q4 2024
Reduced 85.14%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
7,100
shares
|
$425,432
0.05% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
7,050
shares
|
$422,436
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
7,012
shares
|
$420,159
0.3% of portfolio
|
Q4 2024
Reduced 22.23%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
7,012
shares
|
$420,159
0.3% of portfolio
|
Q4 2024
Reduced 22.23%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
6,995
shares
|
$419,140
0.03% of portfolio
|
Q4 2024
Reduced 11.77%
|
|
|
Alpha Omega Group, Inc.
|
Feb 07, 2025 Q4 2024 |
6,950
shares
|
$416,444
0.5% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
6,800
shares
|
$407,456
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
6,787
shares
|
$406,677
0.08% of portfolio
|
Q4 2024
Reduced 33.53%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
6,784
shares
|
$406,497
0.0% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
6,724
shares
|
$402,902
0.05% of portfolio
|
Q4 2024
Reduced 60.09%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
6,446
shares
|
$386,244
0.02% of portfolio
|
Q3 2024
Reduced 14.7%
|