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 417 institutions that hold shares in the stock, with a total of 83.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
98,129
shares
|
$5.89 Million
3.33% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
97,243
shares
|
$5.84 Million
1.56% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
95,957
shares
|
$5.76 Million
0.82% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 13, 2024 Q2 2024 |
94,632
shares
|
$5.68 Million
3.85% of portfolio
|
Q2 2024
Reduced 6.84%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
93,206
shares
|
$5.6 Million
3.68% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
91,173
shares
|
$5.47 Million
2.02% of portfolio
|
Q3 2024
Added 352.85%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
89,912
shares
|
$5.4 Million
0.16% of portfolio
|
Q2 2024
Added 3.5%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2024 Q2 2024 |
87,433
shares
|
$5.25 Million
2.75% of portfolio
|
Q2 2024
Reduced 17.96%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
86,705
shares
|
$5.2 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.73%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
85,373
shares
|
$5.12 Million
0.07% of portfolio
|
Q2 2024
Reduced 12.09%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
82,276
shares
|
$4.94 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.46%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
82,054
shares
|
$4.93 Million
0.48% of portfolio
|
Q4 2022
Added 11.4%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 24, 2024 Q2 2024 |
80,420
shares
|
$4.83 Million
2.76% of portfolio
|
Q2 2024
Added 7.41%
|
|
|
Advisor Os, LLC
|
Aug 05, 2024 Q2 2024 |
77,127
shares
|
$4.63 Million
0.52% of portfolio
|
Q2 2024
Added 20.27%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
76,909
shares
|
$4.62 Million
0.49% of portfolio
|
Q2 2024
Added 3.07%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 30, 2024 Q2 2024 |
76,144
shares
|
$4.57 Million
0.68% of portfolio
|
Q2 2024
Reduced 9.51%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
75,492
shares
|
$4.53 Million
2.16% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
74,645
shares
|
$4.48 Million
0.62% of portfolio
|
Q3 2024
Reduced 11.98%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
73,225
shares
|
$4.4 Million
0.17% of portfolio
|
Q2 2024
Added 7.16%
|
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
70,006
shares
|
$4.2 Million
0.09% of portfolio
|
Q2 2024
Reduced 5.1%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
67,898
shares
|
$4.08 Million
0.45% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
67,693
shares
|
$4.06 Million
0.19% of portfolio
|
Q3 2024
Reduced 25.79%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
66,370
shares
|
$3.98 Million
1.73% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
65,595
shares
|
$3.94 Million
0.69% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 13, 2024 Q2 2024 |
64,465
shares
|
$3.87 Million
0.18% of portfolio
|
Q1 2024
Reduced 3.75%
|