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 459 institutions that hold shares in the stock, with a total of 87.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
55,270
shares
|
$3.32 Million
0.95% of portfolio
|
Q3 2025
Added 11.69%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
54,789
shares
|
$3.29 Million
1.37% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
51,321
shares
|
$3.08 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
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
|
Oct 16, 2025 Q3 2025 |
50,433
shares
|
$3.03 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
50,280
shares
|
$3.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
50,138
shares
|
$3.01 Million
0.07% of portfolio
|
Q3 2025
Reduced 23.59%
|
|
|
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%
|
|
|
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
|
$2.9 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
|
$2.88 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%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
46,267
shares
|
$2.78 Million
0.22% of portfolio
|
Q2 2025
Reduced 6.55%
|