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 463 institutions that hold shares in the stock, with a total of 87.3 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 |
|---|---|---|---|---|---|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
6,109
shares
|
$365,929
0.17% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
6,085
shares
|
$364,491
0.08% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
5,923
shares
|
$354,787
0.29% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
5,917
shares
|
$354,428
0.17% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
5,874
shares
|
$351,852
0.0% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
5,707
shares
|
$341,849
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
5,700
shares
|
$341,430
0.0% of portfolio
|
Q2 2025
Reduced 60.33%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
5,511
shares
|
$330,108
0.03% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
5,510
shares
|
$330,049
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
5,484
shares
|
$328,491
0.17% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
5,431
shares
|
$325,316
0.11% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
5,290
shares
|
$316,871
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
5,220
shares
|
$312,678
0.02% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2025 Q2 2025 |
5,195
shares
|
$311,180
0.16% of portfolio
|
Q1 2025
Reduced 80.81%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 05, 2025 Q2 2025 |
5,172
shares
|
$309,802
0.14% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
4,990
shares
|
$298,901
0.08% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,962
shares
|
$297,223
0.13% of portfolio
|
Q2 2025
Reduced 33.85%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
4,922
shares
|
$294,827
0.0% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
4,866
shares
|
$291,473
0.06% of portfolio
|
Q2 2025
Added 28.63%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
4,863
shares
|
$291,293
0.02% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
4,849
shares
|
$290,455
0.01% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
4,766
shares
|
$285,483
0.08% of portfolio
|
Q1 2025
Reduced 21.47%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
4,750
shares
|
$284,525
0.03% of portfolio
|
Q2 2025
Reduced 35.04%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
4,702
shares
|
$281,649
0.04% of portfolio
|
Q2 2025
Added 33.69%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
4,552
shares
|
$272,664
0.06% of portfolio
|
Q2 2025
Added 6.93%
|