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 |
|---|---|---|---|---|---|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
116,759
shares
|
$7.01 Million
2.27% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
115,558
shares
|
$6.94 Million
0.01% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
112,843
shares
|
$6.77 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
111,247
shares
|
$6.68 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
|
$6.64 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
109,713
shares
|
$6.59 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
|
$6.59 Million
0.31% of portfolio
|
Q2 2025
Added 28.84%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
109,128
shares
|
$6.55 Million
1.74% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
102,343
shares
|
$6.14 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2025 Q2 2025 |
98,504
shares
|
$5.91 Million
2.79% of portfolio
|
Q2 2025
Added 17.03%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
98,120
shares
|
$5.89 Million
4.63% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
97,246
shares
|
$5.84 Million
0.46% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
97,157
shares
|
$5.83 Million
0.31% of portfolio
|
Q2 2025
Reduced 19.57%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
95,196
shares
|
$5.71 Million
2.93% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
91,173
shares
|
$5.47 Million
2.02% of portfolio
|
Q3 2024
Added 352.85%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
91,132
shares
|
$5.47 Million
0.17% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
91,001
shares
|
$5.46 Million
0.39% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
89,585
shares
|
$5.38 Million
0.08% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
89,006
shares
|
$5.34 Million
0.39% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
87,056
shares
|
$5.23 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
86,724
shares
|
$5.21 Million
0.13% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
84,749
shares
|
$5.09 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
84,255
shares
|
$5.06 Million
0.45% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
82,962
shares
|
$4.98 Million
0.01% of portfolio
|
Q3 2025
Reduced 37.19%
|
|
|
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%
|