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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
12,315,256
shares
|
$738 Million
0.05% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
8,368,518
shares
|
$502 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
7,628,155
shares
|
$457 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,427,611
shares
|
$205 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,638,065
shares
|
$158 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
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%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,434,850
shares
|
$146 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
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%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,576,712
shares
|
$94.5 Million
0.22% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
1,478,982
shares
|
$88.6 Million
9.79% of portfolio
|
Q3 2024
Added 14.68%
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
1,472,046
shares
|
$88.2 Million
8.63% of portfolio
|
Q3 2024
Added 204.86%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
1,390,700
shares
|
$83.3 Million
0.13% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,380,432
shares
|
$82.7 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,208,815
shares
|
$72.4 Million
15.73% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,173,346
shares
|
$70.3 Million
0.24% of portfolio
|
Q3 2024
Reduced 15.48%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
1,130,770
shares
|
$67.8 Million
3.43% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
926,493
shares
|
$55.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 19.23%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Nov 05, 2024 Q3 2024 |
881,953
shares
|
$52.9 Million
27.93% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
837,811
shares
|
$50.2 Million
0.05% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
781,361
shares
|
$46.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
778,714
shares
|
$46.7 Million
0.08% of portfolio
|
Q3 2024
Added 11.02%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
607,657
shares
|
$36.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 22.97%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
606,416
shares
|
$36.3 Million
0.96% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
575,958
shares
|
$34.5 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
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%
|