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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
162,631
shares
|
$9.74 Million
0.15% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
161,745
shares
|
$9.69 Million
0.98% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
160,702
shares
|
$9.63 Million
0.45% of portfolio
|
Q3 2024
Reduced 24.35%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
158,985
shares
|
$9.53 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.7%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
157,868
shares
|
$9.46 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
157,054
shares
|
$9.41 Million
6.73% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Sterling Manor Financial, LLC
|
Oct 24, 2024 Q3 2024 |
156,466
shares
|
$9.38 Million
6.66% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
151,309
shares
|
$9.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 21, 2024 Q3 2024 |
151,184
shares
|
$9.06 Million
5.98% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
140,053
shares
|
$8.39 Million
1.3% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
129,509
shares
|
$7.76 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
128,318
shares
|
$7.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.22%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
128,225
shares
|
$7.68 Million
0.99% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
128,035
shares
|
$7.67 Million
1.4% of portfolio
|
Q3 2024
Added 18.69%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
123,383
shares
|
$7.39 Million
0.78% of portfolio
|
Q3 2024
Reduced 48.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
121,572
shares
|
$7.28 Million
0.23% of portfolio
|
Q3 2024
Reduced 24.89%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
120,840
shares
|
$7.24 Million
0.03% of portfolio
|
Q3 2024
Added 18.51%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
119,206
shares
|
$7.14 Million
1.95% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
113,650
shares
|
$6.81 Million
0.36% of portfolio
|
Q3 2024
Reduced 24.3%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
107,020
shares
|
$6.41 Million
2.95% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Shilanski & Associates, Inc.
|
Jul 18, 2024 Q2 2024 |
106,937
shares
|
$6.41 Million
2.15% of portfolio
|
Q2 2024
Added 1.53%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
105,900
shares
|
$6.35 Million
0.14% of portfolio
|
Q3 2024
Reduced 12.02%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
105,322
shares
|
$6.31 Million
0.12% of portfolio
|
Q3 2024
Reduced 47.1%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
104,787
shares
|
$6.28 Million
0.12% of portfolio
|
Q3 2024
Added 20.85%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
101,321
shares
|
$6.07 Million
0.05% of portfolio
|
Q3 2024
Added 2.17%
|