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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
4,799
shares
|
$287,556
0.04% of portfolio
|
Q4 2024
Reduced 10.15%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
4,787
shares
|
$286,837
0.25% of portfolio
|
Q1 2025
Added 17.01%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
4,774
shares
|
$286,058
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
4,740
shares
|
$284,020
0.14% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
4,658
shares
|
$279,107
0.08% of portfolio
|
Q1 2025
Reduced 65.77%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Apr 14, 2025 Q1 2025 |
4,632
shares
|
$277,549
0.19% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
4,594
shares
|
$275,272
0.32% of portfolio
|
Q1 2025
Added 30.88%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
4,359
shares
|
$261,191
0.02% of portfolio
|
Q4 2024
Reduced 17.69%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,290
shares
|
$257,056
0.02% of portfolio
|
Q3 2022
Reduced 87.13%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
4,257
shares
|
$255,079
0.06% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
4,252
shares
|
$254,779
0.09% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
4,198
shares
|
$251,544
0.06% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
4,100
shares
|
$245,672
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
4,030
shares
|
$241,477
0.11% of portfolio
|
Q3 2024
Reduced 26.45%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
4,024
shares
|
$241,118
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
4,006
shares
|
$240,039
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Apr 21, 2025 Q1 2025 |
3,998
shares
|
$239,560
0.18% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
3,964
shares
|
$237,522
0.41% of portfolio
|
Q3 2023
Added 9.78%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
3,963
shares
|
$237,462
0.19% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
3,950
shares
|
$236,684
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
3,949
shares
|
$236,624
0.0% of portfolio
|
Q1 2025
Reduced 98.33%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
3,932
shares
|
$235,605
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
3,916
shares
|
$234,646
0.02% of portfolio
|
Q4 2024
Reduced 8.1%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
3,858
shares
|
$231,171
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,850
shares
|
$230,692
0.01% of portfolio
|
Q1 2024
Reduced 39.37%
|