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 473 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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,150
shares
|
$68,839
0.0% of portfolio
|
Q1 2025
Reduced 46.51%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,000
shares
|
$59,860
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
932
shares
|
$55,789
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
915
shares
|
$54,771
0.02% of portfolio
|
Q4 2023
Reduced 28.79%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
862
shares
|
$51,599
0.05% of portfolio
|
Q4 2024
Reduced 77.11%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
800
shares
|
$47,888
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
750
shares
|
$44,895
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
617
shares
|
$36,933
0.01% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
580
shares
|
$34,718
0.01% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
556
shares
|
$33,282
0.02% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
500
shares
|
$29,930
0.0% of portfolio
|
Q1 2025
Added 32.98%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
500
shares
|
$29,930
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
405
shares
|
$24,243
0.0% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
400
shares
|
$23,944
0.0% of portfolio
|
Q2 2025
Reduced 93.7%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
364
shares
|
$21,789
0.01% of portfolio
|
Q1 2025
Reduced 43.83%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
359
shares
|
$21,489
0.02% of portfolio
|
Q1 2022
Reduced 60.07%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
335
shares
|
$20,053
0.0% of portfolio
|
Q4 2024
Added 679.07%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
335
shares
|
$20,053
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
322
shares
|
$19,274
0.01% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
293
shares
|
$17,538
0.0% of portfolio
|
Q1 2025
Reduced 74.87%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
292
shares
|
$17,479
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
290
shares
|
$17,359
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
265
shares
|
$15,862
0.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
219
shares
|
$13,109
0.0% of portfolio
|
Q4 2024
Added 30.36%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
183
shares
|
$10,954
0.0% of portfolio
|
Q1 2025
New holding
|