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 417 institutions that hold shares in the stock, with a total of 83.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
$1.89 Million
1.33% of portfolio
|
Q3 2024
Added 1166.92%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
31,376
shares
|
$1.88 Million
0.21% 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%
|
|
|
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
|
$1.82 Million
0.64% of portfolio
|
Q3 2024
Added 28.91%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
29,473
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2024
Added 42.6%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
29,426
shares
|
$1.77 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%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 30, 2024 Q2 2024 |
28,770
shares
|
$1.73 Million
0.77% of portfolio
|
Q2 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
28,663
shares
|
$1.72 Million
0.07% of portfolio
|
Q2 2024
Reduced 7.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
28,242
shares
|
$1.7 Million
0.02% of portfolio
|
Q2 2024
Reduced 29.84%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
28,014
shares
|
$1.68 Million
0.03% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
Weitzel Financial Services, Inc.
|
Aug 06, 2024 Q2 2024 |
27,804
shares
|
$1.67 Million
0.82% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
27,690
shares
|
$1.66 Million
0.12% of portfolio
|
Q1 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
|
|
|
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 |
Aug 07, 2024 Q2 2024 |
27,252
shares
|
$1.64 Million
1.0% of portfolio
|
Q4 2022
Reduced 4.94%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
27,086
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2024
Added 25.95%
|
|
|
Holistic Financial Partners
|
Jul 30, 2024 Q2 2024 |
27,086
shares
|
$1.63 Million
0.86% of portfolio
|
Q2 2024
Reduced 18.09%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2024 Q2 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%
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
26,042
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2024
Added 95.2%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Jul 29, 2024 Q2 2024 |
25,986
shares
|
$1.56 Million
0.95% of portfolio
|
Q2 2024
Added 4.89%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
25,757
shares
|
$1.55 Million
0.32% of portfolio
|
Q3 2024
Added 52.46%
|