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 |
|---|---|---|---|---|---|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
43,486
shares
|
$2.6 Million
0.61% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
42,372
shares
|
$2.54 Million
0.27% of portfolio
|
Q2 2025
Added 668.86%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
41,297
shares
|
$2.47 Million
0.06% of portfolio
|
Q4 2024
Added 15.12%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
40,345
shares
|
$2.42 Million
0.26% of portfolio
|
Q1 2025
Added 18.77%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
40,283
shares
|
$2.41 Million
0.07% of portfolio
|
Q4 2024
Added 340.16%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
39,730
shares
|
$2.38 Million
0.03% of portfolio
|
Q2 2022
Reduced 4.82%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
38,304
shares
|
$2.29 Million
0.43% of portfolio
|
Q1 2025
Added 192.31%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
38,021
shares
|
$2.28 Million
1.01% of portfolio
|
Q1 2025
Added 40.67%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
37,628
shares
|
$2.25 Million
0.3% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
37,597
shares
|
$2.25 Million
0.8% of portfolio
|
Q1 2025
Added 33.43%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
37,449
shares
|
$2.24 Million
0.08% of portfolio
|
Q4 2024
Reduced 21.17%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
36,901
shares
|
$2.21 Million
1.23% of portfolio
|
Q1 2025
Added 25.9%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
36,855
shares
|
$2.21 Million
0.74% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
36,767
shares
|
$2.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
36,700
shares
|
$2.2 Million
1.85% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
36,548
shares
|
$2.19 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
35,934
shares
|
$2.15 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
35,928
shares
|
$2.15 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
35,841
shares
|
$2.15 Million
0.57% of portfolio
|
Q2 2025
Added 21.49%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
35,641
shares
|
$2.13 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
35,471
shares
|
$2.12 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.8%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
34,952
shares
|
$2.09 Million
0.68% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
34,734
shares
|
$2.08 Million
1.28% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
32,570
shares
|
$1.95 Million
0.04% of portfolio
|
Q1 2025
Reduced 43.63%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
31,950
shares
|
$1.91 Million
0.08% of portfolio
|
Q1 2025
Added 7.43%
|