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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
545,893
shares
|
$32.7 Million
6.13% of portfolio
|
Q1 2024
Reduced 44.66%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
536,817
shares
|
$32.2 Million
0.05% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
504,975
shares
|
$30.2 Million
0.04% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
430,606
shares
|
$25.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
423,183
shares
|
$25.3 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
394,678
shares
|
$23.6 Million
0.45% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
393,876
shares
|
$23.6 Million
0.19% of portfolio
|
Q2 2025
Added 108.08%
|
|
|
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%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
353,325
shares
|
$21.2 Million
0.41% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
343,635
shares
|
$20.6 Million
1.35% of portfolio
|
Q4 2023
Added 39.47%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
338,581
shares
|
$20.3 Million
4.39% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
334,131
shares
|
$20 Million
0.16% of portfolio
|
Q2 2025
Added 661.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
327,247
shares
|
$19.6 Million
0.11% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
316,048
shares
|
$18.9 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
312,935
shares
|
$18.7 Million
0.52% of portfolio
|
Q2 2025
Added 21.9%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
299,599
shares
|
$17.9 Million
0.86% of portfolio
|
Q2 2023
Reduced 71.29%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
298,967
shares
|
$17.9 Million
2.13% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
296,336
shares
|
$17.8 Million
0.1% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
294,895
shares
|
$17.7 Million
0.62% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
288,092
shares
|
$17.3 Million
4.94% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
287,994
shares
|
$17.3 Million
0.76% of portfolio
|
Q2 2025
Added 59.77%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
285,361
shares
|
$17.1 Million
0.62% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
270,709
shares
|
$16.2 Million
7.55% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
267,748
shares
|
$16 Million
0.02% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
259,341
shares
|
$15.5 Million
5.17% of portfolio
|
Q2 2025
Reduced 4.97%
|