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 423 institutions that hold shares in the stock, with a total of 82.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
32,305
shares
|
$1.94 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
31,961
shares
|
$1.91 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
31,754
shares
|
$1.9 Million
0.79% of portfolio
|
Q1 2024
New holding
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
31,523
shares
|
$1.89 Million
0.82% of portfolio
|
Q3 2024
Reduced 53.44%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
31,407
shares
|
$1.88 Million
1.33% of portfolio
|
Q3 2024
Added 1166.92%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
31,395
shares
|
$1.88 Million
0.98% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
31,376
shares
|
$1.88 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
30,684
shares
|
$1.84 Million
0.55% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
30,324
shares
|
$1.82 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
30,313
shares
|
$1.82 Million
0.03% of portfolio
|
Q2 2024
Reduced 47.76%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
30,263
shares
|
$1.81 Million
0.64% of portfolio
|
Q3 2024
Added 28.91%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
30,118
shares
|
$1.8 Million
0.74% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
29,426
shares
|
$1.76 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
28,837
shares
|
$1.73 Million
0.2% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
27,948
shares
|
$1.67 Million
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
27,665
shares
|
$1.66 Million
1.45% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
27,556
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.32%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
27,466
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
27,330
shares
|
$1.64 Million
0.65% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
27,066
shares
|
$1.62 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
26,670
shares
|
$1.6 Million
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
26,514
shares
|
$1.59 Million
0.07% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
26,375
shares
|
$1.58 Million
0.1% of portfolio
|
Q3 2024
Reduced 36.62%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
26,131
shares
|
$1.57 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,900
shares
|
$1.55 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.64%
|