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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
166,256
shares
|
$9.95 Million
0.01% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
162,821
shares
|
$9.74 Million
1.74% of portfolio
|
Q3 2022
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
160,995
shares
|
$9.64 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
160,569
shares
|
$9.61 Million
7.04% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
157,381
shares
|
$9.42 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
157,026
shares
|
$9.4 Million
0.97% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
156,848
shares
|
$9.39 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
152,141
shares
|
$9.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
150,473
shares
|
$9.01 Million
5.73% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Feb 13, 2025 Q4 2024 |
147,767
shares
|
$8.84 Million
2.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
147,490
shares
|
$8.83 Million
0.02% of portfolio
|
Q4 2024
Added 13.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
143,369
shares
|
$8.58 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
140,267
shares
|
$8.39 Million
0.41% of portfolio
|
Q4 2024
Reduced 12.72%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
139,708
shares
|
$8.36 Million
1.51% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
138,479
shares
|
$8.29 Million
0.53% of portfolio
|
Q4 2024
Reduced 30.34%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
138,432
shares
|
$8.29 Million
0.03% of portfolio
|
Q4 2024
Added 14.56%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
134,692
shares
|
$8.06 Million
0.12% of portfolio
|
Q4 2024
Reduced 20.13%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
129,253
shares
|
$7.74 Million
0.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
128,649
shares
|
$7.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 41.35%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
128,502
shares
|
$7.69 Million
0.82% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
128,053
shares
|
$7.66 Million
0.01% of portfolio
|
Q4 2024
Added 70.6%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
126,363
shares
|
$7.56 Million
0.06% of portfolio
|
Q4 2024
Added 24.72%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
123,813
shares
|
$7.41 Million
5.63% of portfolio
|
Q4 2024
Reduced 21.17%
|
|
|
Edge Rock Capital LLC
|
Apr 15, 2025 Q1 2025 |
123,761
shares
|
$7.41 Million
5.4% of portfolio
|
Q1 2025
Added 999.02%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
122,425
shares
|
$7.33 Million
2.04% of portfolio
|
Q4 2024
Added 2.7%
|