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 423 institutions that hold shares in the stock, with a total of 82.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
513,209
shares
|
$30.8 Million
4.54% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
505,391
shares
|
$30.3 Million
0.68% of portfolio
|
Q3 2024
Added 56.69%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
414,093
shares
|
$24.8 Million
0.65% of portfolio
|
Q3 2024
Reduced 35.02%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
409,627
shares
|
$24.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
364,298
shares
|
$21.8 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
363,827
shares
|
$21.8 Million
0.93% of portfolio
|
Q3 2022
Added 75.72%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
362,449
shares
|
$21.7 Million
0.13% of portfolio
|
Q3 2024
Reduced 33.35%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
350,000
shares
|
$21 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.42%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
343,635
shares
|
$20.6 Million
1.35% of portfolio
|
Q4 2023
Added 39.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
338,385
shares
|
$20.3 Million
0.14% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
336,451
shares
|
$20.2 Million
4.65% of portfolio
|
Q3 2024
Reduced 39.53%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
308,115
shares
|
$18.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
302,885
shares
|
$18.1 Million
0.58% of portfolio
|
Q3 2024
Reduced 18.85%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
299,599
shares
|
$18 Million
0.86% of portfolio
|
Q2 2023
Reduced 71.29%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
292,848
shares
|
$17.5 Million
0.69% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
289,805
shares
|
$17.4 Million
1.13% of portfolio
|
Q2 2024
Added 15.9%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Oct 22, 2024 Q3 2024 |
286,859
shares
|
$17.2 Million
12.49% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
285,726
shares
|
$17.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
281,952
shares
|
$16.9 Million
0.19% of portfolio
|
Q3 2024
Added 23.28%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
281,593
shares
|
$16.9 Million
0.11% of portfolio
|
Q3 2024
Reduced 26.5%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
271,858
shares
|
$16.3 Million
2.86% of portfolio
|
Q3 2024
Reduced 36.24%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
271,719
shares
|
$16.3 Million
0.67% of portfolio
|
Q2 2024
Reduced 33.09%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
265,678
shares
|
$15.9 Million
6.78% of portfolio
|
Q1 2024
Reduced 10.05%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
263,236
shares
|
$15.8 Million
0.19% of portfolio
|
Q3 2024
Added 47.48%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
256,060
shares
|
$15.3 Million
1.55% of portfolio
|
Q3 2024
Added 8.79%
|