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 459 institutions that hold shares in the stock, with a total of 87.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
165,894
shares
|
$9.96 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
164,220
shares
|
$9.86 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
|
$9.77 Million
1.74% of portfolio
|
Q3 2022
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
161,673
shares
|
$9.71 Million
0.93% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
160,995
shares
|
$9.66 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
|
$9.4 Million
5.64% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
155,332
shares
|
$9.32 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
|
$9.32 Million
0.02% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
153,246
shares
|
$9.2 Million
4.72% of portfolio
|
Q2 2025
Reduced 32.16%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
152,278
shares
|
$9.14 Million
3.91% of portfolio
|
Q2 2025
Reduced 16.93%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
150,827
shares
|
$9.05 Million
0.33% of portfolio
|
Q3 2025
Added 184.16%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
147,101
shares
|
$8.83 Million
0.06% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
146,574
shares
|
$8.8 Million
1.49% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
145,447
shares
|
$8.73 Million
0.0% of portfolio
|
Q1 2025
Added 13.06%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Jul 28, 2025 Q2 2025 |
143,053
shares
|
$8.59 Million
1.77% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
143,053
shares
|
$8.59 Million
1.77% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
136,085
shares
|
$8.17 Million
0.02% of portfolio
|
Q2 2025
Reduced 29.9%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
135,088
shares
|
$8.11 Million
0.99% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
131,617
shares
|
$7.9 Million
0.19% of portfolio
|
Q2 2025
Reduced 17.64%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
129,552
shares
|
$7.78 Million
2.03% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
127,115
shares
|
$7.63 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
|
$7.58 Million
4.62% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
124,908
shares
|
$7.5 Million
0.2% of portfolio
|
Q2 2025
Added 51.43%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
121,891
shares
|
$7.32 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
120,893
shares
|
$7.26 Million
0.06% of portfolio
|
Q2 2025
Added 10.4%
|