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 474 institutions that hold shares in the stock, with a total of 87.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
219
shares
|
$13,140
0.0% of portfolio
|
Q4 2024
Added 30.36%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
150
shares
|
$9,000
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
150
shares
|
$9,000
0.0% of portfolio
|
Q1 2025
Reduced 68.29%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
145
shares
|
$8,700
0.0% of portfolio
|
Q1 2025
Added 45.0%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
141
shares
|
$8,460
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
138
shares
|
$8,280
0.0% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
71
shares
|
$4,260
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
66
shares
|
$3,960
0.0% of portfolio
|
Q1 2025
Reduced 98.33%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
63
shares
|
$3,780
0.0% of portfolio
|
Q1 2025
Reduced 34.38%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
41
shares
|
$2,460
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
40
shares
|
$2,400
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
37
shares
|
$2,220
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
33
shares
|
$1,980
0.0% of portfolio
|
Q4 2024
Reduced 97.49%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
27
shares
|
$1,620
0.0% of portfolio
|
Q1 2025
Reduced 98.23%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
27
shares
|
$1,620
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
26
shares
|
$1,560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
25
shares
|
$1,500
0.0% of portfolio
|
Q4 2024
Reduced 78.81%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
23
shares
|
$1,380
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
22
shares
|
$1,320
0.0% of portfolio
|
Q4 2022
Reduced 91.3%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
21
shares
|
$1,260
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
13
shares
|
$780
0.0% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2
shares
|
$120
0.0% of portfolio
|
Q1 2025
Reduced 96.15%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|