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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
115,557
shares
|
$6.92 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
112,843
shares
|
$6.76 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
111,247
shares
|
$6.66 Million
0.21% of portfolio
|
Q2 2025
Reduced 39.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
110,561
shares
|
$6.62 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
109,713
shares
|
$6.57 Million
2.66% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
109,706
shares
|
$6.57 Million
0.31% of portfolio
|
Q2 2025
Added 28.84%
|
|
|
Shilanski & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
105,000
shares
|
$6.29 Million
1.8% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
102,343
shares
|
$6.13 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
98,733
shares
|
$5.91 Million
2.49% of portfolio
|
Q2 2025
Added 198.69%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2025 Q2 2025 |
98,504
shares
|
$5.9 Million
2.79% of portfolio
|
Q2 2025
Added 17.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
97,650
shares
|
$5.85 Million
0.12% of portfolio
|
Q2 2025
Added 211.47%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
97,246
shares
|
$5.83 Million
0.46% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
97,157
shares
|
$5.82 Million
0.31% of portfolio
|
Q2 2025
Reduced 19.57%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Aug 06, 2025 Q2 2025 |
96,787
shares
|
$5.8 Million
4.9% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
95,196
shares
|
$5.7 Million
2.93% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
94,498
shares
|
$5.66 Million
0.23% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
91,173
shares
|
$5.46 Million
2.02% of portfolio
|
Q3 2024
Added 352.85%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
91,132
shares
|
$5.46 Million
0.17% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
91,001
shares
|
$5.45 Million
0.39% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
89,585
shares
|
$5.37 Million
0.08% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
89,006
shares
|
$5.33 Million
0.39% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
87,056
shares
|
$5.21 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
86,724
shares
|
$5.19 Million
0.13% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
85,993
shares
|
$5.15 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
84,749
shares
|
$5.08 Million
0.25% of portfolio
|
Q2 2025
New holding
|