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 468 institutions that hold shares in the stock, with a total of 84.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
120,196
shares
|
$7.19 Million
0.28% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
116,994
shares
|
$7 Million
2.72% of portfolio
|
Q4 2024
Added 891.05%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 29, 2025 Q4 2024 |
115,782
shares
|
$6.93 Million
6.34% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
112,916
shares
|
$6.76 Million
0.2% of portfolio
|
Q4 2024
Added 80.61%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
111,834
shares
|
$6.69 Million
0.07% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
109,984
shares
|
$6.58 Million
3.0% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
108,810
shares
|
$6.51 Million
0.11% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
104,699
shares
|
$6.27 Million
2.01% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
103,489
shares
|
$6.19 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
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%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
98,120
shares
|
$5.87 Million
0.19% of portfolio
|
Q4 2024
Reduced 19.29%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Feb 03, 2025 Q4 2024 |
96,609
shares
|
$5.78 Million
5.27% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
96,469
shares
|
$5.77 Million
0.88% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
93,873
shares
|
$5.62 Million
0.8% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
91,173
shares
|
$5.46 Million
2.02% of portfolio
|
Q3 2024
Added 352.85%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
91,142
shares
|
$5.45 Million
0.58% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
90,603
shares
|
$5.42 Million
3.63% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
88,073
shares
|
$5.27 Million
1.47% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
86,737
shares
|
$5.19 Million
2.83% of portfolio
|
Q4 2024
New holding
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
86,046
shares
|
$5.15 Million
0.46% of portfolio
|
Q4 2024
Reduced 30.26%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 14, 2025 Q1 2025 |
85,674
shares
|
$5.13 Million
0.18% of portfolio
|
Q1 2025
Added 562.14%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
85,152
shares
|
$5.1 Million
0.26% of portfolio
|
Q1 2025
Added 31.65%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
82,054
shares
|
$4.91 Million
0.48% of portfolio
|
Q4 2022
Added 11.4%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
80,958
shares
|
$4.85 Million
0.06% of portfolio
|
Q4 2024
Added 11.29%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
79,475
shares
|
$4.76 Million
3.28% of portfolio
|
Q4 2024
New holding
|