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 |
|---|---|---|---|---|---|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
6,405
shares
|
$383,595
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
6,405
shares
|
$383,595
0.0% of portfolio
|
Q4 2024
Added 48.44%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,287
shares
|
$376,528
0.44% of portfolio
|
Q2 2024
Reduced 6.18%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
6,198
shares
|
$371,198
0.18% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
6,069
shares
|
$363,472
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,975
shares
|
$357,842
0.0% of portfolio
|
Q4 2024
Reduced 19.93%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
5,901
shares
|
$353,410
0.04% of portfolio
|
Q4 2024
Reduced 45.78%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
5,849
shares
|
$350,296
0.02% of portfolio
|
Q4 2024
Reduced 44.34%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
5,663
shares
|
$339,157
0.17% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
5,528
shares
|
$331,071
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
5,510
shares
|
$329,993
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
5,481
shares
|
$328,257
0.13% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
5,476
shares
|
$327,957
0.18% of portfolio
|
Q4 2024
Added 149.25%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
5,381
shares
|
$322,268
0.01% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
5,234
shares
|
$313,464
0.19% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Feb 12, 2025 Q4 2024 |
5,076
shares
|
$304,001
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
5,000
shares
|
$299,450
0.11% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
4,922
shares
|
$294,778
0.0% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Jan 15, 2025 Q4 2024 |
4,874
shares
|
$291,903
0.19% of portfolio
|
Q4 2024
Added 11.38%
|
|
|
Del Sette Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
4,818
shares
|
$288,550
0.24% of portfolio
|
Q1 2023
Reduced 8.32%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
4,799
shares
|
$287,412
0.04% of portfolio
|
Q4 2024
Reduced 10.15%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
4,740
shares
|
$283,878
0.14% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
4,702
shares
|
$281,602
0.28% of portfolio
|
Q4 2024
Added 128.14%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
4,438
shares
|
$265,791
0.06% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
4,359
shares
|
$261,060
0.02% of portfolio
|
Q4 2024
Reduced 17.69%
|