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 $5.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
46,267
shares
|
$2.77 Million
0.22% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
45,546
shares
|
$2.73 Million
0.33% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
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%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
44,668
shares
|
$2.68 Million
0.23% of portfolio
|
Q2 2025
Reduced 28.85%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
44,502
shares
|
$2.67 Million
0.51% of portfolio
|
Q2 2025
Reduced 11.91%
|
|
|
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%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
42,325
shares
|
$2.54 Million
0.7% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
41,723
shares
|
$2.5 Million
0.3% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
41,176
shares
|
$2.47 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
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%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
39,497
shares
|
$2.37 Million
1.2% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
38,663
shares
|
$2.32 Million
0.73% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
37,290
shares
|
$2.23 Million
0.65% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
37,206
shares
|
$2.23 Million
0.81% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
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
|
Aug 04, 2025 Q2 2025 |
36,389
shares
|
$2.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
36,276
shares
|
$2.17 Million
0.22% of portfolio
|
Q2 2025
Reduced 45.8%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
35,841
shares
|
$2.15 Million
0.57% of portfolio
|
Q2 2025
Added 21.49%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
35,509
shares
|
$2.13 Million
0.95% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
34,707
shares
|
$2.08 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
34,588
shares
|
$2.07 Million
0.46% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
34,502
shares
|
$2.07 Million
1.08% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
33,267
shares
|
$1.99 Million
0.74% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
33,227
shares
|
$1.99 Million
0.03% of portfolio
|
Q2 2025
Added 14.26%
|