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 473 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
55,717
shares
|
$3.34 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
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%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
53,855
shares
|
$3.22 Million
0.09% of portfolio
|
Q1 2025
Added 22.44%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
53,773
shares
|
$3.22 Million
0.65% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
53,280
shares
|
$3.19 Million
0.22% of portfolio
|
Q1 2025
Reduced 17.63%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
53,007
shares
|
$3.17 Million
0.55% of portfolio
|
Q3 2024
Added 247.63%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
52,606
shares
|
$3.15 Million
2.83% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
51,788
shares
|
$3.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
50,520
shares
|
$3.02 Million
0.69% of portfolio
|
Q1 2025
Added 73.69%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
50,013
shares
|
$2.99 Million
0.23% of portfolio
|
Q1 2025
Added 16.29%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
50,000
shares
|
$2.99 Million
2.46% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
49,636
shares
|
$2.97 Million
0.03% of portfolio
|
Q1 2025
Added 38.6%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
49,512
shares
|
$2.96 Million
0.26% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
49,483
shares
|
$2.96 Million
0.97% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
49,400
shares
|
$2.96 Million
0.09% of portfolio
|
Q1 2025
Added 61.91%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
49,202
shares
|
$2.95 Million
0.42% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
49,102
shares
|
$2.94 Million
1.71% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
48,805
shares
|
$2.92 Million
0.45% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
48,439
shares
|
$2.9 Million
0.43% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
47,892
shares
|
$2.87 Million
0.22% of portfolio
|
Q4 2023
Added 1.78%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
47,385
shares
|
$2.84 Million
0.24% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
45,145
shares
|
$2.7 Million
1.24% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
44,141
shares
|
$2.64 Million
0.07% of portfolio
|
Q1 2025
Added 33.22%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
43,894
shares
|
$2.63 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.99%
|