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 86.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
18,847
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
17,540
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
17,037
shares
|
$1.02 Million
0.43% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
17,019
shares
|
$1.02 Million
0.66% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
16,840
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
16,701
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
16,502
shares
|
$988,304
0.01% of portfolio
|
Q4 2024
Reduced 39.92%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
16,502
shares
|
$988,304
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
16,233
shares
|
$972,194
0.02% of portfolio
|
Q4 2024
Reduced 63.54%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
16,098
shares
|
$964,109
0.05% of portfolio
|
Q4 2024
Reduced 19.96%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
15,528
shares
|
$929,971
0.09% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
15,456
shares
|
$925,659
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
15,358
shares
|
$919,790
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
15,302
shares
|
$916,436
0.09% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
15,267
shares
|
$914,340
0.02% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
15,204
shares
|
$910,567
0.82% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
15,137
shares
|
$906,554
0.03% of portfolio
|
Q4 2024
Reduced 42.07%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
15,089
shares
|
$903,680
0.15% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
15,005
shares
|
$898,649
0.21% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
14,936
shares
|
$894,517
0.13% of portfolio
|
Q4 2024
Reduced 18.23%
|
|
|
Refined Wealth Management
|
Jan 22, 2025 Q4 2024 |
14,811
shares
|
$887,030
0.67% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
14,559
shares
|
$871,938
0.44% of portfolio
|
Q4 2024
Reduced 36.05%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
14,517
shares
|
$869,423
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
14,433
shares
|
$864,392
0.01% of portfolio
|
Q4 2024
Reduced 57.29%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,052
shares
|
$841,574
0.03% of portfolio
|
Q4 2024
Reduced 42.4%
|