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 |
|---|---|---|---|---|---|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
25,757
shares
|
$1.54 Million
0.32% of portfolio
|
Q3 2024
Added 52.46%
|
|
|
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%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
25,324
shares
|
$1.52 Million
0.71% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
25,263
shares
|
$1.51 Million
0.39% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
25,081
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
24,647
shares
|
$1.48 Million
0.41% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,396
shares
|
$1.46 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
24,293
shares
|
$1.46 Million
0.55% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
24,263
shares
|
$1.45 Million
0.8% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
24,027
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
23,337
shares
|
$1.4 Million
1.15% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
23,099
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,890
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
22,766
shares
|
$1.36 Million
0.66% of portfolio
|
Q3 2024
Reduced 15.95%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
22,750
shares
|
$1.36 Million
0.39% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
22,606
shares
|
$1.35 Million
0.38% of portfolio
|
Q3 2024
Reduced 8.25%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
22,408
shares
|
$1.34 Million
0.52% of portfolio
|
Q2 2022
Added 191.35%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
21,950
shares
|
$1.32 Million
0.15% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
21,659
shares
|
$1.3 Million
0.2% of portfolio
|
Q3 2024
Added 23.73%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
21,659
shares
|
$1.3 Million
0.88% of portfolio
|
Q1 2023
Added 35.42%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
21,259
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
20,812
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
20,799
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Added 38.89%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
20,754
shares
|
$1.24 Million
0.22% of portfolio
|
Q3 2024
Reduced 45.22%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
20,448
shares
|
$1.23 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.07%
|