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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
164,220
shares
|
$9.84 Million
0.15% of portfolio
|
Q2 2025
Added 33.51%
|
|
|
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
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
161,673
shares
|
$9.68 Million
0.93% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
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%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
156,611
shares
|
$9.38 Million
5.64% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
155,332
shares
|
$9.3 Million
4.33% of portfolio
|
Q2 2025
Added 170.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
155,331
shares
|
$9.3 Million
0.02% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
153,246
shares
|
$9.18 Million
4.72% of portfolio
|
Q2 2025
Reduced 32.16%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
152,278
shares
|
$9.12 Million
3.91% of portfolio
|
Q2 2025
Reduced 16.93%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
146,574
shares
|
$8.78 Million
1.49% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
145,447
shares
|
$8.71 Million
0.0% of portfolio
|
Q1 2025
Added 13.06%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
143,773
shares
|
$8.61 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.72%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
143,053
shares
|
$8.57 Million
1.77% of portfolio
|
Q2 2025
New holding
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Jul 28, 2025 Q2 2025 |
143,053
shares
|
$8.57 Million
1.77% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
136,085
shares
|
$8.15 Million
0.02% of portfolio
|
Q2 2025
Reduced 29.9%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
132,086
shares
|
$7.91 Million
0.03% of portfolio
|
Q2 2025
Added 155.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
131,617
shares
|
$7.88 Million
0.19% of portfolio
|
Q2 2025
Reduced 17.64%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
128,610
shares
|
$7.7 Million
2.13% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
127,115
shares
|
$7.61 Million
1.05% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
126,318
shares
|
$7.57 Million
4.62% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
124,908
shares
|
$7.48 Million
0.2% of portfolio
|
Q2 2025
Added 51.43%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
122,622
shares
|
$7.35 Million
1.01% of portfolio
|
Q2 2025
Added 16.06%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
121,891
shares
|
$7.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
120,893
shares
|
$7.24 Million
0.06% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
116,759
shares
|
$6.99 Million
2.27% of portfolio
|
Q2 2025
Added 6.16%
|