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 $5.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
56,080
shares
|
$3.36 Million
0.55% of portfolio
|
Q2 2025
Reduced 53.61%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
54,751
shares
|
$3.29 Million
2.54% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
54,050
shares
|
$3.24 Million
1.46% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
53,078
shares
|
$3.18 Million
0.37% of portfolio
|
Q2 2025
Reduced 53.47%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
53,007
shares
|
$3.18 Million
0.55% of portfolio
|
Q3 2024
Added 247.63%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
52,536
shares
|
$3.15 Million
0.38% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
52,354
shares
|
$3.14 Million
0.58% of portfolio
|
Q2 2025
Added 839.42%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
51,895
shares
|
$3.11 Million
0.59% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
51,331
shares
|
$3.08 Million
0.62% of portfolio
|
Q2 2025
Added 604.23%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
50,970
shares
|
$3.06 Million
2.21% of portfolio
|
Q2 2025
Reduced 18.11%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
50,716
shares
|
$3.04 Million
0.05% of portfolio
|
Q2 2025
Added 88.49%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
50,447
shares
|
$3.03 Million
0.78% of portfolio
|
Q2 2025
Reduced 27.43%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
50,280
shares
|
$3.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
50,018
shares
|
$3 Million
0.21% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
49,935
shares
|
$3 Million
0.41% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
49,768
shares
|
$2.99 Million
0.22% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
49,724
shares
|
$2.98 Million
0.29% of portfolio
|
Q2 2025
Added 39.51%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
49,607
shares
|
$2.98 Million
2.49% of portfolio
|
Q2 2025
Reduced 18.51%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
49,483
shares
|
$2.97 Million
0.97% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
48,328
shares
|
$2.9 Million
0.15% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
48,242
shares
|
$2.89 Million
0.09% of portfolio
|
Q2 2025
Added 50.99%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
47,918
shares
|
$2.88 Million
0.3% of portfolio
|
Q2 2025
Added 60.57%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
47,914
shares
|
$2.87 Million
0.11% of portfolio
|
Q2 2025
Reduced 11.03%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
47,892
shares
|
$2.87 Million
0.22% of portfolio
|
Q4 2023
Added 1.78%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
46,509
shares
|
$2.79 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.3%
|