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 |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
11,063
shares
|
$663,005
0.03% of portfolio
|
Q3 2024
Reduced 26.01%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,883
shares
|
$652,218
0.09% of portfolio
|
Q3 2024
Added 19.83%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
10,614
shares
|
$636,097
0.38% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,508
shares
|
$629,744
0.04% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
10,435
shares
|
$625,369
0.31% of portfolio
|
Q2 2022
Reduced 11.89%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
10,211
shares
|
$611,945
0.12% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,121
shares
|
$606,551
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
9,953
shares
|
$596,483
0.32% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
9,906
shares
|
$593,666
0.08% of portfolio
|
Q3 2024
Reduced 58.92%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
9,865
shares
|
$591,209
0.29% of portfolio
|
Q1 2024
Added 52.71%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
9,837
shares
|
$589,531
0.46% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
9,694
shares
|
$580,961
0.31% of portfolio
|
Q3 2024
Reduced 12.4%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
9,564
shares
|
$573,170
0.02% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
9,412
shares
|
$564,061
0.01% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
9,306
shares
|
$557,708
0.02% of portfolio
|
Q3 2024
Reduced 10.55%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
9,298
shares
|
$557,229
0.02% of portfolio
|
Q2 2024
Reduced 78.61%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,206
shares
|
$551,715
0.03% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
9,174
shares
|
$549,797
0.27% of portfolio
|
Q3 2024
Reduced 32.84%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,152
shares
|
$548,479
0.02% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
9,123
shares
|
$546,741
0.32% of portfolio
|
Q4 2023
Reduced 22.41%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
9,016
shares
|
$540,328
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
9,016
shares
|
$540,328
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
8,888
shares
|
$532,657
0.05% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
8,861
shares
|
$531,039
0.01% of portfolio
|
Q4 2022
Reduced 1.13%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
8,597
shares
|
$515,218
0.11% of portfolio
|
Q3 2024
Reduced 30.15%
|