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 |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
30,676
shares
|
$1.84 Million
0.19% of portfolio
|
Q1 2025
Reduced 22.09%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
30,511
shares
|
$1.83 Million
0.08% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
30,353
shares
|
$1.82 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
30,313
shares
|
$1.81 Million
0.03% of portfolio
|
Q2 2024
Reduced 47.76%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
29,839
shares
|
$1.79 Million
0.15% of portfolio
|
Q1 2025
Added 110414.81%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
29,741
shares
|
$1.78 Million
0.1% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
29,500
shares
|
$1.77 Million
0.52% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
29,310
shares
|
$1.75 Million
0.91% of portfolio
|
Q4 2024
Reduced 36.97%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
29,121
shares
|
$1.74 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
29,086
shares
|
$1.74 Million
0.38% of portfolio
|
Q4 2024
Added 42.24%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
29,017
shares
|
$1.74 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
28,177
shares
|
$1.69 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
27,066
shares
|
$1.62 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
27,029
shares
|
$1.62 Million
0.67% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
26,670
shares
|
$1.6 Million
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
26,445
shares
|
$1.58 Million
0.06% of portfolio
|
Q4 2024
Added 10.06%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
26,307
shares
|
$1.57 Million
0.23% of portfolio
|
Q4 2024
Reduced 35.97%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
26,233
shares
|
$1.57 Million
0.6% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
25,677
shares
|
$1.54 Million
1.43% of portfolio
|
Q1 2023
Reduced 48.8%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
25,656
shares
|
$1.54 Million
0.17% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
25,288
shares
|
$1.51 Million
0.05% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
25,210
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 71.47%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
25,099
shares
|
$1.5 Million
0.6% of portfolio
|
Q4 2024
Reduced 16.66%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
25,049
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
24,875
shares
|
$1.49 Million
0.29% of portfolio
|
Q4 2024
Added 2.52%
|