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 462 institutions that hold shares in the stock, with a total of 87.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
13,349,403
shares
|
$801 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
9,091,917
shares
|
$546 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,269,919
shares
|
$436 Million
0.09% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,279,956
shares
|
$197 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,866,514
shares
|
$172 Million
0.03% of portfolio
|
Q2 2025
Added 8.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,586,908
shares
|
$155 Million
0.06% of portfolio
|
Q2 2025
Reduced 18.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,501,150
shares
|
$150 Million
0.01% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
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%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
1,566,530
shares
|
$94 Million
4.92% of portfolio
|
Q2 2025
Added 32.32%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
1,442,892
shares
|
$86.6 Million
0.07% of portfolio
|
Q2 2025
Added 22.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,383,736
shares
|
$83 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
1,379,695
shares
|
$82.8 Million
10.03% of portfolio
|
Q2 2025
Reduced 23.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,352,175
shares
|
$81.1 Million
0.18% of portfolio
|
Q2 2025
Added 11.84%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
1,165,643
shares
|
$69.9 Million
38.08% of portfolio
|
Q1 2025
Added 1243.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,080,875
shares
|
$64.9 Million
0.06% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Paragon Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,065,893
shares
|
$64 Million
19.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,052,295
shares
|
$63.1 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Jul 17, 2025 Q2 2025 |
1,048,597
shares
|
$62.9 Million
34.19% of portfolio
|
Q2 2025
Reduced 18.42%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,016,229
shares
|
$61 Million
6.47% of portfolio
|
Q4 2024
Reduced 15.32%
|
|
|
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%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
876,537
shares
|
$52.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
796,214
shares
|
$47.8 Million
0.06% of portfolio
|
Q2 2025
Added 14.1%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
756,990
shares
|
$45.4 Million
1.38% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
628,301
shares
|
$37.7 Million
0.1% of portfolio
|
Q2 2025
Added 31.5%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
559,630
shares
|
$33.6 Million
2.89% of portfolio
|
Q1 2025
Reduced 33.16%
|