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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
248,049
shares
|
$14.9 Million
0.86% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
247,367
shares
|
$14.8 Million
0.53% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
244,007
shares
|
$14.6 Million
0.09% of portfolio
|
Q3 2024
Reduced 37.42%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
241,214
shares
|
$14.5 Million
1.11% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
236,145
shares
|
$14.1 Million
0.13% of portfolio
|
Q3 2024
Reduced 32.5%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
229,857
shares
|
$13.8 Million
8.17% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
225,635
shares
|
$13.5 Million
1.3% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
221,597
shares
|
$13.3 Million
6.23% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
219,334
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2024
Added 1602.24%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
217,025
shares
|
$13 Million
4.35% of portfolio
|
Q3 2024
Reduced 54.61%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
216,515
shares
|
$13 Million
0.79% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
215,678
shares
|
$12.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
207,521
shares
|
$12.4 Million
9.1% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
207,253
shares
|
$12.4 Million
2.07% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
207,056
shares
|
$12.4 Million
0.03% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
204,761
shares
|
$12.3 Million
6.82% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
198,790
shares
|
$11.9 Million
1.05% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
196,113
shares
|
$11.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
186,364
shares
|
$11.2 Million
2.98% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
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
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
170,468
shares
|
$10.2 Million
2.67% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
168,637
shares
|
$10.1 Million
0.15% of portfolio
|
Q3 2024
Added 80.43%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
166,783
shares
|
$9.99 Million
2.35% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
164,122
shares
|
$9.83 Million
0.04% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
162,821
shares
|
$9.75 Million
1.74% of portfolio
|
Q3 2022
New holding
|