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 463 institutions that hold shares in the stock, with a total of 87.3 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 |
|---|---|---|---|---|---|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
862
shares
|
$51,633
0.05% of portfolio
|
Q4 2024
Reduced 77.11%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
800
shares
|
$47,920
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
623
shares
|
$37,317
0.01% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
521
shares
|
$31,207
0.01% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
500
shares
|
$29,950
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
450
shares
|
$26,955
0.0% of portfolio
|
Q2 2025
Added 1566.67%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
405
shares
|
$24,259
0.0% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
400
shares
|
$23,960
0.0% of portfolio
|
Q2 2025
Reduced 93.7%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
373
shares
|
$22,342
0.01% of portfolio
|
Q2 2025
Added 15.84%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
359
shares
|
$21,504
0.02% of portfolio
|
Q1 2022
Reduced 60.07%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
335
shares
|
$20,066
0.0% of portfolio
|
Q4 2024
Added 679.07%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
335
shares
|
$20,066
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
332
shares
|
$19,886
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
305
shares
|
$18,269
0.0% of portfolio
|
Q2 2025
Added 15.09%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
292
shares
|
$17,490
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
290
shares
|
$17,371
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
265
shares
|
$15,873
0.01% of portfolio
|
Q2 2025
Added 1666.67%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
219
shares
|
$13,118
0.0% of portfolio
|
Q4 2024
Added 30.36%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
208
shares
|
$12,459
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
150
shares
|
$8,985
0.0% of portfolio
|
Q1 2025
Reduced 68.29%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
145
shares
|
$8,685
0.0% of portfolio
|
Q1 2025
Added 45.0%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
141
shares
|
$8,445
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
138
shares
|
$8,266
0.0% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
71
shares
|
$4,252
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
68
shares
|
$4,073
0.0% of portfolio
|
Q2 2025
Reduced 81.32%
|