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 |
|---|---|---|---|---|---|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
33,114
shares
|
$1.98 Million
1.01% of portfolio
|
Q2 2025
Reduced 32.56%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
32,655
shares
|
$1.96 Million
0.2% of portfolio
|
Q2 2025
Reduced 19.06%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
32,484
shares
|
$1.95 Million
0.04% of portfolio
|
Q2 2025
Reduced 26.41%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
31,873
shares
|
$1.91 Million
0.05% of portfolio
|
Q2 2025
Added 43.17%
|
|
|
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%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
31,366
shares
|
$1.88 Million
1.28% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
30,883
shares
|
$1.85 Million
0.15% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
30,676
shares
|
$1.84 Million
0.16% of portfolio
|
Q1 2025
Reduced 22.09%
|
|
|
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%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
29,962
shares
|
$1.79 Million
0.13% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
29,255
shares
|
$1.75 Million
0.14% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
29,255
shares
|
$1.75 Million
0.07% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
29,254
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
Added 82.39%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
29,115
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
28,852
shares
|
$1.73 Million
0.09% of portfolio
|
Q2 2025
Reduced 18.66%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
28,771
shares
|
$1.72 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
28,630
shares
|
$1.71 Million
0.81% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
28,399
shares
|
$1.7 Million
0.54% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
28,327
shares
|
$1.7 Million
0.32% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
27,274
shares
|
$1.63 Million
0.03% of portfolio
|
Q2 2025
Reduced 16.26%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
27,103
shares
|
$1.62 Million
0.05% of portfolio
|
Q2 2025
Added 26.55%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
27,015
shares
|
$1.62 Million
0.06% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
26,968
shares
|
$1.62 Million
0.05% of portfolio
|
Q2 2025
Added 16.85%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
26,670
shares
|
$1.6 Million
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
26,246
shares
|
$1.57 Million
0.35% of portfolio
|
Q2 2025
Added 2.41%
|