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 417 institutions that hold shares in the stock, with a total of 83.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
545,893
shares
|
$32.8 Million
6.13% of portfolio
|
Q1 2024
Reduced 44.66%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
543,783
shares
|
$32.6 Million
0.18% of portfolio
|
Q2 2024
Added 20.91%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
514,715
shares
|
$30.9 Million
5.06% of portfolio
|
Q2 2024
Reduced 42.61%
|
|
|
Gds Wealth Management
|
Aug 09, 2024 Q2 2024 |
482,854
shares
|
$29 Million
3.16% of portfolio
|
Q2 2024
Added 210.97%
|
|
|
Harvest Investment Services, LLC
|
Aug 13, 2024 Q2 2024 |
478,153
shares
|
$28.7 Million
11.53% of portfolio
|
Q2 2024
Added 10.43%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Aug 02, 2024 Q2 2024 |
426,362
shares
|
$25.6 Million
4.17% of portfolio
|
Q2 2024
Added 279.98%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
409,627
shares
|
$24.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
383,106
shares
|
$23 Million
0.17% of portfolio
|
Q2 2024
Added 5.72%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
373,231
shares
|
$22.4 Million
0.79% of portfolio
|
Q2 2024
Reduced 11.92%
|
|
|
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%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
349,834
shares
|
$21 Million
0.22% of portfolio
|
Q2 2024
Added 3.18%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
343,635
shares
|
$20.6 Million
1.35% of portfolio
|
Q4 2023
Added 39.47%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
336,451
shares
|
$20.2 Million
4.65% of portfolio
|
Q3 2024
Reduced 39.53%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
322,547
shares
|
$19.4 Million
0.48% of portfolio
|
Q2 2024
Added 0.83%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
314,547
shares
|
$18.9 Million
0.04% of portfolio
|
Q2 2024
Reduced 21.02%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
313,096
shares
|
$18.8 Million
0.03% of portfolio
|
Q2 2024
Added 20.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
311,079
shares
|
$18.7 Million
0.14% of portfolio
|
Q2 2024
Added 4.55%
|
|
|
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 |
Aug 08, 2024 Q2 2024 |
292,630
shares
|
$17.6 Million
0.65% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
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%
|
|
|
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%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
260,165
shares
|
$15.6 Million
1.16% of portfolio
|
Q2 2024
Added 36.09%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
247,367
shares
|
$14.8 Million
0.53% of portfolio
|
Q3 2024
Reduced 9.26%
|