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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
800
shares
|
$47,936
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
612
shares
|
$36,671
0.01% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
591
shares
|
$35,412
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
543
shares
|
$32,536
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
500
shares
|
$29,960
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
500
shares
|
$29,960
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
473
shares
|
$28,342
0.01% of portfolio
|
Q2 2024
Reduced 11.26%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
400
shares
|
$23,968
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
364
shares
|
$21,810
0.01% of portfolio
|
Q1 2025
Reduced 43.83%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
359
shares
|
$21,511
0.02% of portfolio
|
Q1 2022
Reduced 60.07%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
335
shares
|
$20,073
0.0% of portfolio
|
Q4 2024
Added 679.07%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
335
shares
|
$20,073
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
322
shares
|
$19,294
0.01% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
320
shares
|
$19,174
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
304
shares
|
$18,215
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
292
shares
|
$17,496
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
264
shares
|
$15,818
0.0% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
245
shares
|
$14,680
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
219
shares
|
$13,122
0.0% of portfolio
|
Q4 2024
Added 30.36%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
167
shares
|
$10,006
0.0% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
165
shares
|
$9,886
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
150
shares
|
$8,988
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
145
shares
|
$8,688
0.0% of portfolio
|
Q1 2025
Added 45.0%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
138
shares
|
$8,268
0.0% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
100
shares
|
$5,992
0.0% of portfolio
|
Q4 2024
New holding
|