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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
4,393
shares
|
$263,711
0.0% of portfolio
|
Q2 2025
Added 1399.32%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
4,362
shares
|
$261,850
0.24% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Del Sette Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,346
shares
|
$260,890
0.19% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
4,303
shares
|
$258,309
0.1% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
4,300
shares
|
$258,129
0.0% of portfolio
|
Q1 2025
Reduced 28.03%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,290
shares
|
$257,528
0.02% of portfolio
|
Q3 2022
Reduced 87.13%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
4,287
shares
|
$257,348
0.03% of portfolio
|
Q3 2025
Reduced 51.45%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
4,195
shares
|
$251,825
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
4,153
shares
|
$249,304
0.18% of portfolio
|
Q3 2025
Reduced 52.68%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
4,100
shares
|
$246,123
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
4,041
shares
|
$242,581
0.13% of portfolio
|
Q3 2025
Reduced 29.19%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,021
shares
|
$241,380
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
4,000
shares
|
$240,120
0.03% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Cache Tech Inc.
Logan, UT |
Sep 25, 2025 Q2 2025 |
3,966
shares
|
$238,078
0.04% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
3,964
shares
|
$237,958
0.41% of portfolio
|
Q3 2023
Added 9.78%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
3,950
shares
|
$237,118
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,919
shares
|
$235,257
0.02% of portfolio
|
Q2 2025
Added 121.41%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
3,893
shares
|
$233,696
0.16% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
3,871
shares
|
$232,376
0.23% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
3,852
shares
|
$231,235
0.24% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
3,850
shares
|
$231,115
0.01% of portfolio
|
Q1 2024
Reduced 39.37%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
3,826
shares
|
$229,674
0.1% of portfolio
|
Q3 2025
Reduced 26.02%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
3,793
shares
|
$227,693
0.06% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
3,770
shares
|
$226,313
0.05% of portfolio
|
Q3 2025
Reduced 17.18%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
3,769
shares
|
$226,253
0.01% of portfolio
|
Q2 2025
New holding
|