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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
37,632
shares
|
$2.25 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
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%
|
|
|
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%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
36,780
shares
|
$2.2 Million
1.88% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
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%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
36,579
shares
|
$2.19 Million
0.78% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
36,404
shares
|
$2.18 Million
1.31% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
36,045
shares
|
$2.16 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
36,045
shares
|
$2.16 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
36,033
shares
|
$2.16 Million
1.19% of portfolio
|
Q4 2024
Added 14.77%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
35,813
shares
|
$2.14 Million
0.02% of portfolio
|
Q4 2024
Added 140.1%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
35,721
shares
|
$2.14 Million
0.22% of portfolio
|
Q2 2024
Reduced 15.35%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
33,969
shares
|
$2.03 Million
0.22% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Feb 05, 2025 Q4 2024 |
33,414
shares
|
$2 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
33,135
shares
|
$1.98 Million
0.07% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
33,014
shares
|
$1.98 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
32,596
shares
|
$1.95 Million
0.63% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
32,519
shares
|
$1.95 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
32,506
shares
|
$1.95 Million
0.14% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
32,224
shares
|
$1.93 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
31,679
shares
|
$1.9 Million
0.82% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
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%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
31,351
shares
|
$1.88 Million
0.05% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
31,045
shares
|
$1.86 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.29%
|