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 87.6 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 |
|---|---|---|---|---|---|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
3,722
shares
|
$223,431
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Client First Investment Management LLC
West Bend, WI |
Oct 14, 2025 Q3 2025 |
3,637
shares
|
$218,329
0.11% of portfolio
|
Q3 2025
Reduced 14.54%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
3,544
shares
|
$212,746
0.14% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
3,484
shares
|
$209,144
0.02% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
3,432
shares
|
$206,022
0.03% of portfolio
|
Q1 2025
Reduced 28.49%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,427
shares
|
$205,722
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
3,349
shares
|
$201,040
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,340
shares
|
$200,500
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,968
shares
|
$178,169
0.01% of portfolio
|
Q2 2025
Added 148300.0%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,660
shares
|
$159,679
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,465
shares
|
$147,973
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
2,300
shares
|
$138,069
0.03% of portfolio
|
Q1 2025
Reduced 20.69%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,062
shares
|
$123,781
0.09% of portfolio
|
Q4 2024
Reduced 31.59%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
2,000
shares
|
$120,060
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,493
shares
|
$89,624
0.0% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,415
shares
|
$84,942
0.02% of portfolio
|
Q3 2024
Reduced 28.35%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,354
shares
|
$81,280
0.01% of portfolio
|
Q2 2023
Reduced 61.75%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,248
shares
|
$74,917
0.03% of portfolio
|
Q3 2025
Reduced 19.9%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,225
shares
|
$73,536
0.01% of portfolio
|
Q4 2019
Reduced 36.73%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
1,175
shares
|
$70,535
0.05% of portfolio
|
Q1 2024
Reduced 31.88%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
1,150
shares
|
$69,034
0.0% of portfolio
|
Q1 2025
Reduced 46.51%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
915
shares
|
$54,927
0.02% of portfolio
|
Q4 2023
Reduced 28.79%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
862
shares
|
$51,745
0.05% of portfolio
|
Q4 2024
Reduced 77.11%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
800
shares
|
$48,024
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
623
shares
|
$37,398
0.01% of portfolio
|
Q2 2025
Added 0.97%
|