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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
82,054
shares
|
$4.92 Million
0.48% of portfolio
|
Q4 2022
Added 11.4%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
80,157
shares
|
$4.8 Million
0.48% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
79,863
shares
|
$4.78 Million
1.23% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
78,140
shares
|
$4.68 Million
0.17% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
77,954
shares
|
$4.67 Million
0.06% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
73,155
shares
|
$4.38 Million
0.16% of portfolio
|
Q2 2025
Reduced 47.87%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
72,628
shares
|
$4.35 Million
1.47% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
71,278
shares
|
$4.27 Million
0.07% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
71,037
shares
|
$4.26 Million
0.13% of portfolio
|
Q2 2025
Added 26.22%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
71,000
shares
|
$4.25 Million
0.1% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
70,421
shares
|
$4.22 Million
0.13% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
69,337
shares
|
$4.15 Million
0.23% of portfolio
|
Q2 2025
Reduced 9.74%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
67,742
shares
|
$4.06 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
65,927
shares
|
$3.95 Million
0.74% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
65,663
shares
|
$3.93 Million
1.86% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
65,617
shares
|
$3.93 Million
0.13% of portfolio
|
Q2 2025
Reduced 15.14%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
65,457
shares
|
$3.92 Million
2.41% of portfolio
|
Q2 2025
Reduced 21.61%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
64,188
shares
|
$3.84 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
63,204
shares
|
$3.79 Million
0.16% of portfolio
|
Q2 2020
Reduced 56.5%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
61,834
shares
|
$3.7 Million
0.96% of portfolio
|
Q2 2025
Added 213.37%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
60,459
shares
|
$3.62 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
59,755
shares
|
$3.58 Million
0.23% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
59,284
shares
|
$3.55 Million
0.08% of portfolio
|
Q2 2025
Added 20.01%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
58,894
shares
|
$3.53 Million
0.05% of portfolio
|
Q2 2025
Added 870.09%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
58,200
shares
|
$3.49 Million
2.66% of portfolio
|
Q2 2025
Added 16.4%
|