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 87.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
6,254
shares
|
$374,364
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
6,085
shares
|
$364,248
0.08% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
6,071
shares
|
$363,410
0.0% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
5,992
shares
|
$358,681
0.02% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,905
shares
|
$353,473
0.04% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
5,858
shares
|
$350,659
0.31% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,755
shares
|
$344,494
0.16% of portfolio
|
Q1 2025
Reduced 36.15%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
5,686
shares
|
$340,363
0.02% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
5,663
shares
|
$338,987
0.17% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
5,631
shares
|
$337,071
0.21% of portfolio
|
Q1 2025
Reduced 20.13%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
5,573
shares
|
$333,599
0.08% of portfolio
|
Q1 2025
Reduced 62.73%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
5,510
shares
|
$329,828
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
5,487
shares
|
$328,451
0.12% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
5,484
shares
|
$328,272
0.17% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
5,365
shares
|
$321,148
0.26% of portfolio
|
Q1 2025
Reduced 23.49%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
5,362
shares
|
$320,969
0.16% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
5,290
shares
|
$316,659
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
5,210
shares
|
$311,870
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
5,195
shares
|
$310,972
0.17% of portfolio
|
Q1 2025
Reduced 80.81%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
5,183
shares
|
$310,254
0.01% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
May 14, 2025 Q1 2025 |
5,076
shares
|
$303,849
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
5,000
shares
|
$299,300
0.12% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
4,993
shares
|
$298,880
0.02% of portfolio
|
Q1 2025
Reduced 31.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
4,992
shares
|
$298,821
0.0% of portfolio
|
Q1 2025
Reduced 63.38%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
4,990
shares
|
$298,701
0.08% of portfolio
|
Q2 2025
Added 7.13%
|