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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
253,273
shares
|
$15.2 Million
1.35% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
248,659
shares
|
$14.9 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
245,957
shares
|
$14.7 Million
0.99% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
239,929
shares
|
$14.4 Million
0.2% of portfolio
|
Q2 2025
Added 49.95%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
236,392
shares
|
$14.2 Million
0.72% of portfolio
|
Q2 2025
Reduced 26.84%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
236,180
shares
|
$14.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
231,774
shares
|
$13.9 Million
3.52% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
228,969
shares
|
$13.7 Million
0.84% of portfolio
|
Q2 2025
Reduced 24.15%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
225,820
shares
|
$13.5 Million
2.03% of portfolio
|
Q2 2025
Added 18.8%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
221,657
shares
|
$13.3 Million
3.08% of portfolio
|
Q2 2025
Reduced 14.06%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
217,045
shares
|
$13 Million
0.02% of portfolio
|
Q2 2025
Reduced 22.83%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
208,380
shares
|
$12.5 Million
6.22% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
205,925
shares
|
$12.3 Million
5.4% of portfolio
|
Q2 2025
Added 919.53%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
199,991
shares
|
$12 Million
7.05% of portfolio
|
Q2 2025
Added 11.62%
|
|
|
Fsc Wealth Advisors, LLC
|
Sep 02, 2025 Q2 2025 |
199,679
shares
|
$12 Million
7.63% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
194,730
shares
|
$11.7 Million
0.01% of portfolio
|
Q2 2025
Added 33.99%
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
194,577
shares
|
$11.7 Million
3.0% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
194,356
shares
|
$11.6 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
184,534
shares
|
$11.1 Million
1.46% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
183,347
shares
|
$11 Million
0.01% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
182,953
shares
|
$11 Million
2.72% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
178,018
shares
|
$10.7 Million
8.72% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
172,806
shares
|
$10.4 Million
8.67% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
170,079
shares
|
$10.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
165,894
shares
|
$9.94 Million
0.3% of portfolio
|
Q2 2025
New holding
|