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 459 institutions that hold shares in the stock, with a total of 85.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
12,224,745
shares
|
$733 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
8,859,290
shares
|
$531 Million
0.22% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
7,483,225
shares
|
$449 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,860,704
shares
|
$231 Million
0.04% of portfolio
|
Q4 2024
Added 12.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,592,129
shares
|
$155 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
2,467,930
shares
|
$148 Million
1.17% of portfolio
|
Q2 2023
Added 6915.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,457,062
shares
|
$147 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,339,355
shares
|
$140 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,773,377
shares
|
$106 Million
0.14% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
1,634,231
shares
|
$98 Million
15.49% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,532,049
shares
|
$91.9 Million
0.2% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,507,475
shares
|
$90.4 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
1,389,400
shares
|
$83.3 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
1,127,982
shares
|
$67.6 Million
3.73% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,039,013
shares
|
$62.3 Million
0.21% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,016,229
shares
|
$60.9 Million
6.47% of portfolio
|
Q4 2024
Reduced 15.32%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
942,621
shares
|
$56.5 Million
0.06% of portfolio
|
Q4 2024
Added 12.51%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
931,860
shares
|
$55.9 Million
0.02% of portfolio
|
Q4 2024
Added 19.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
926,493
shares
|
$55.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 19.23%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Jan 23, 2025 Q4 2024 |
853,416
shares
|
$51.2 Million
25.97% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
837,263
shares
|
$50.2 Million
4.6% of portfolio
|
Q4 2024
Reduced 43.12%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
727,414
shares
|
$43.6 Million
0.06% of portfolio
|
Q4 2024
Added 19.71%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
563,941
shares
|
$33.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 27.58%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
545,893
shares
|
$32.7 Million
6.13% of portfolio
|
Q1 2024
Reduced 44.66%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
534,545
shares
|
$32.1 Million
0.85% of portfolio
|
Q4 2024
Reduced 11.85%
|