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 426 institutions that hold shares in the stock, with a total of 82.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,290
shares
|
$256,456
0.02% of portfolio
|
Q3 2022
Reduced 87.13%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 07, 2024 Q3 2024 |
4,268
shares
|
$255,141
0.2% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
4,261
shares
|
$254,722
0.03% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
4,252
shares
|
$254,184
0.09% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
4,230
shares
|
$252,869
0.13% of portfolio
|
Q2 2024
Reduced 28.67%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
4,198
shares
|
$250,956
0.06% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
4,091
shares
|
$244,559
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
4,030
shares
|
$240,913
0.11% of portfolio
|
Q3 2024
Reduced 26.45%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
4,024
shares
|
$240,554
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
3,964
shares
|
$236,967
0.41% of portfolio
|
Q3 2023
Added 9.78%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
3,858
shares
|
$230,631
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,850
shares
|
$230,153
0.01% of portfolio
|
Q1 2024
Reduced 39.37%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
3,783
shares
|
$226,147
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,766
shares
|
$225,131
0.18% of portfolio
|
Q3 2024
Reduced 92.2%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
3,619
shares
|
$216,343
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
3,517
shares
|
$210,246
0.03% of portfolio
|
Q3 2024
Reduced 58.22%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
3,510
shares
|
$209,827
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
3,500
shares
|
$209,230
0.01% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
3,429
shares
|
$204,985
0.08% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,427
shares
|
$204,866
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
3,418
shares
|
$204,328
0.09% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
3,397
shares
|
$203,072
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
3,185
shares
|
$190,399
0.01% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
2,900
shares
|
$173,362
0.04% of portfolio
|
Q4 2024
Reduced 32.42%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,781
shares
|
$166,248
0.0% of portfolio
|
Q3 2024
Added 6.1%
|