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 468 institutions that hold shares in the stock, with a total of 84.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
477,801
shares
|
$28.6 Million
0.08% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
464,730
shares
|
$27.8 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
459,743
shares
|
$27.5 Million
0.58% of portfolio
|
Q4 2024
Reduced 9.03%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
450,885
shares
|
$27 Million
0.36% of portfolio
|
Q4 2024
Reduced 21.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
436,040
shares
|
$26.1 Million
0.05% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
427,001
shares
|
$25.6 Million
0.65% of portfolio
|
Q1 2025
Reduced 20.12%
|
|
|
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%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
352,951
shares
|
$21.1 Million
0.73% of portfolio
|
Q4 2024
Added 20.44%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
345,501
shares
|
$20.7 Million
0.5% of portfolio
|
Q4 2024
Reduced 16.56%
|
|
|
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 |
Feb 13, 2025 Q4 2024 |
342,257
shares
|
$20.5 Million
0.13% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
314,504
shares
|
$18.8 Million
4.51% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
303,294
shares
|
$18.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 16.32%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
299,599
shares
|
$17.9 Million
0.86% of portfolio
|
Q2 2023
Reduced 71.29%
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
298,205
shares
|
$17.8 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
295,153
shares
|
$17.7 Million
4.13% of portfolio
|
Q4 2024
Reduced 12.27%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
288,858
shares
|
$17.3 Million
0.11% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
283,486
shares
|
$17 Million
0.67% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
275,126
shares
|
$16.5 Million
0.5% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
274,777
shares
|
$16.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
268,848
shares
|
$16.1 Million
5.95% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
268,848
shares
|
$16.1 Million
5.95% of portfolio
|
Q4 2024
Added 12.03%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
261,409
shares
|
$15.6 Million
5.66% of portfolio
|
Q4 2024
Added 1689.74%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
261,333
shares
|
$15.6 Million
1.61% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Apr 15, 2025 Q1 2025 |
254,348
shares
|
$15.2 Million
8.63% of portfolio
|
Q1 2025
Added 3.8%
|