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 87.5 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 |
|---|---|---|---|---|---|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 22, 2025 Q3 2025 |
6,085
shares
|
$365,282
0.09% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
5,923
shares
|
$355,557
0.29% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
5,917
shares
|
$355,197
0.17% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
5,784
shares
|
$347,213
0.05% of portfolio
|
Q3 2025
Reduced 20.93%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
5,716
shares
|
$343,131
0.12% of portfolio
|
Q3 2025
Reduced 31.72%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
5,700
shares
|
$342,171
0.0% of portfolio
|
Q2 2025
Reduced 60.33%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
5,511
shares
|
$330,825
0.03% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
5,489
shares
|
$329,504
0.16% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
5,431
shares
|
$326,022
0.11% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 09, 2025 Q3 2025 |
5,290
shares
|
$317,558
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
5,220
shares
|
$313,356
0.02% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2025 Q2 2025 |
5,195
shares
|
$311,855
0.16% of portfolio
|
Q1 2025
Reduced 80.81%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,962
shares
|
$297,868
0.13% of portfolio
|
Q2 2025
Reduced 33.85%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
4,943
shares
|
$296,728
0.07% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
4,922
shares
|
$295,467
0.0% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
4,866
shares
|
$292,105
0.06% of portfolio
|
Q2 2025
Added 28.63%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
4,863
shares
|
$291,925
0.02% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
4,849
shares
|
$291,085
0.01% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
4,766
shares
|
$286,102
0.08% of portfolio
|
Q1 2025
Reduced 21.47%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Oct 06, 2025 Q3 2025 |
4,751
shares
|
$285,202
0.55% of portfolio
|
Q3 2025
Reduced 28.38%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
4,750
shares
|
$285,142
0.03% of portfolio
|
Q2 2025
Reduced 35.04%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
4,702
shares
|
$282,261
0.04% of portfolio
|
Q2 2025
Added 33.69%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
4,602
shares
|
$276,258
0.0% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
4,472
shares
|
$268,454
0.01% of portfolio
|
Q2 2025
Reduced 44.65%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
4,439
shares
|
$266,473
0.09% of portfolio
|
Q2 2025
Added 3.93%
|