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 |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
3,783
shares
|
$226,677
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
3,619
shares
|
$216,850
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
3,566
shares
|
$213,674
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
3,540
shares
|
$212,116
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
3,517
shares
|
$210,738
0.03% of portfolio
|
Q3 2024
Reduced 58.22%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
3,500
shares
|
$209,720
0.01% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
3,432
shares
|
$205,645
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,427
shares
|
$205,345
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
3,349
shares
|
$200,672
0.09% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
2,900
shares
|
$173,768
0.04% of portfolio
|
Q4 2024
Reduced 32.42%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,660
shares
|
$159,387
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,652
shares
|
$158,907
0.0% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,062
shares
|
$123,555
0.09% of portfolio
|
Q4 2024
Reduced 31.59%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,898
shares
|
$113,728
0.05% of portfolio
|
Q4 2024
Reduced 22.72%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,828
shares
|
$109,533
0.01% of portfolio
|
Q4 2024
Reduced 42.61%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,686
shares
|
$101,025
0.01% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,415
shares
|
$84,786
0.02% of portfolio
|
Q3 2024
Reduced 28.35%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1,400
shares
|
$83,888
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,354
shares
|
$81,131
0.01% of portfolio
|
Q2 2023
Reduced 61.75%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
1,225
shares
|
$73,402
0.01% of portfolio
|
Q4 2019
Reduced 36.73%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
1,175
shares
|
$70,406
0.05% of portfolio
|
Q1 2024
Reduced 31.88%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,166
shares
|
$69,866
0.0% of portfolio
|
Q4 2024
Added 297.95%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
1,150
shares
|
$68,908
0.0% of portfolio
|
Q1 2025
Reduced 46.51%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
915
shares
|
$54,826
0.02% of portfolio
|
Q4 2023
Reduced 28.79%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
862
shares
|
$51,651
0.05% of portfolio
|
Q4 2024
Reduced 77.11%
|