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 |
|---|---|---|---|---|---|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
78,227
shares
|
$4.69 Million
0.51% of portfolio
|
Q1 2025
Reduced 39.12%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
78,160
shares
|
$4.68 Million
0.11% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
74,606
shares
|
$4.47 Million
2.2% of portfolio
|
Q3 2024
Reduced 14.67%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
72,704
shares
|
$4.36 Million
1.83% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
71,463
shares
|
$4.28 Million
0.39% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
70,892
shares
|
$4.25 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
70,716
shares
|
$4.24 Million
0.08% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
69,802
shares
|
$4.18 Million
0.14% of portfolio
|
Q4 2024
Added 297.64%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
69,514
shares
|
$4.16 Million
1.21% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
69,438
shares
|
$4.16 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
68,787
shares
|
$4.12 Million
0.12% of portfolio
|
Q1 2025
Added 118.59%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
68,013
shares
|
$4.07 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
67,821
shares
|
$4.06 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
66,806
shares
|
$4 Million
0.16% of portfolio
|
Q4 2024
Added 24.51%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
66,271
shares
|
$3.97 Million
0.63% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
64,681
shares
|
$3.88 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
64,316
shares
|
$3.85 Million
0.46% of portfolio
|
Q4 2024
Reduced 13.83%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
64,182
shares
|
$3.85 Million
2.05% of portfolio
|
Q1 2025
Added 12.4%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
63,287
shares
|
$3.79 Million
0.26% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
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%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
63,089
shares
|
$3.78 Million
0.14% of portfolio
|
Q4 2024
Added 52.36%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
61,192
shares
|
$3.67 Million
0.27% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
59,979
shares
|
$3.59 Million
0.04% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
59,255
shares
|
$3.55 Million
0.21% of portfolio
|
Q4 2024
Added 16.28%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
57,779
shares
|
$3.46 Million
0.07% of portfolio
|
Q4 2024
Reduced 45.44%
|