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 |
|---|---|---|---|---|---|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
56,159
shares
|
$3.36 Million
1.42% of portfolio
|
Q4 2024
Added 94.7%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
56,153
shares
|
$3.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
55,877
shares
|
$3.34 Million
1.55% of portfolio
|
Q4 2024
Reduced 9.03%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
55,618
shares
|
$3.33 Million
0.5% of portfolio
|
Q4 2024
Reduced 49.39%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
54,315
shares
|
$3.25 Million
0.67% of portfolio
|
Q4 2024
Added 33.99%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
54,172
shares
|
$3.24 Million
1.64% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
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%
|
|
|
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%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
52,109
shares
|
$3.12 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
51,430
shares
|
$3.08 Million
2.84% of portfolio
|
Q4 2024
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
50,028
shares
|
$2.99 Million
12.43% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
49,202
shares
|
$2.94 Million
0.42% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
48,391
shares
|
$2.9 Million
1.66% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
48,312
shares
|
$2.89 Million
1.44% of portfolio
|
Q4 2024
Reduced 11.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
48,228
shares
|
$2.89 Million
0.04% of portfolio
|
Q4 2024
Added 59.04%
|
|
|
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 |
Feb 14, 2025 Q4 2024 |
46,623
shares
|
$2.79 Million
0.24% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
44,466
shares
|
$2.66 Million
0.82% of portfolio
|
Q4 2024
Added 1196.76%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
43,627
shares
|
$2.61 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
43,008
shares
|
$2.57 Million
0.19% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
42,809
shares
|
$2.56 Million
1.31% of portfolio
|
Q1 2025
Added 19.34%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
42,009
shares
|
$2.51 Million
2.33% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
41,297
shares
|
$2.47 Million
0.06% of portfolio
|
Q4 2024
Added 15.12%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
40,283
shares
|
$2.41 Million
0.07% of portfolio
|
Q4 2024
Added 340.16%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
39,766
shares
|
$2.38 Million
0.14% of portfolio
|
Q4 2024
Added 50.77%
|