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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
4,922
shares
|
$294,630
0.0% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Del Sette Capital Management, LLC
|
May 05, 2025 Q1 2025 |
4,818
shares
|
$288,405
0.24% of portfolio
|
Q1 2023
Reduced 8.32%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
4,787
shares
|
$286,549
0.25% of portfolio
|
Q1 2025
Added 17.01%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
4,774
shares
|
$285,771
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
4,766
shares
|
$285,292
0.08% of portfolio
|
Q1 2025
Reduced 21.47%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
4,713
shares
|
$282,120
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
4,552
shares
|
$272,482
0.06% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
4,362
shares
|
$261,109
0.24% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
4,300
shares
|
$257,398
0.0% of portfolio
|
Q1 2025
Reduced 28.03%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,290
shares
|
$256,799
0.02% of portfolio
|
Q3 2022
Reduced 87.13%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
4,279
shares
|
$256,140
0.24% of portfolio
|
Q1 2025
Reduced 82.69%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
4,271
shares
|
$255,662
0.09% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Jul 09, 2025 Q2 2025 |
4,256
shares
|
$254,764
0.16% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,214
shares
|
$252,250
0.07% of portfolio
|
Q1 2025
Added 16.44%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
4,199
shares
|
$251,352
0.14% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,133
shares
|
$247,401
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
4,100
shares
|
$245,426
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
4,000
shares
|
$239,440
0.03% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,974
shares
|
$237,883
0.03% of portfolio
|
Q2 2025
Reduced 62.52%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
3,964
shares
|
$237,285
0.41% of portfolio
|
Q3 2023
Added 9.78%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
3,950
shares
|
$236,447
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
3,932
shares
|
$235,369
0.1% of portfolio
|
Q1 2025
Reduced 48.34%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,930
shares
|
$235,249
0.0% of portfolio
|
Q1 2025
Added 48.19%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
3,893
shares
|
$233,034
0.16% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,850
shares
|
$230,461
0.01% of portfolio
|
Q1 2024
Reduced 39.37%
|