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 424 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 |
|---|---|---|---|---|---|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,287
shares
|
$376,968
0.44% of portfolio
|
Q2 2024
Reduced 6.18%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
6,240
shares
|
$374,150
0.01% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
6,048
shares
|
$362,638
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,915
shares
|
$354,663
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
5,710
shares
|
$342,371
0.19% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
5,573
shares
|
$334,157
0.0% of portfolio
|
Q3 2024
Reduced 37.1%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
5,510
shares
|
$330,379
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
5,466
shares
|
$327,741
0.14% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
5,341
shares
|
$320,246
0.04% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
5,296
shares
|
$317,548
0.03% of portfolio
|
Q3 2024
Reduced 19.12%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
5,036
shares
|
$301,958
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$299,800
0.11% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
4,972
shares
|
$298,121
0.1% of portfolio
|
Q3 2024
Reduced 22.7%
|
|
|
Del Sette Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
4,818
shares
|
$288,887
0.24% of portfolio
|
Q1 2023
Reduced 8.32%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
4,727
shares
|
$283,430
0.16% of portfolio
|
Q3 2024
Reduced 10.88%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
4,699
shares
|
$281,752
0.07% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
4,439
shares
|
$266,162
0.13% of portfolio
|
Q3 2024
Reduced 39.7%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Nov 08, 2024 Q3 2024 |
4,376
shares
|
$262,384
0.2% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
4,350
shares
|
$260,826
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
4,315
shares
|
$258,727
0.0% of portfolio
|
Q3 2024
Reduced 43.69%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
4,291
shares
|
$257,288
0.05% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,290
shares
|
$257,228
0.02% of portfolio
|
Q3 2022
Reduced 87.13%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 07, 2024 Q3 2024 |
4,268
shares
|
$255,909
0.2% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
4,261
shares
|
$255,489
0.03% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
4,230
shares
|
$253,630
0.13% of portfolio
|
Q2 2024
Reduced 28.67%
|