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 |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
2,465
shares
|
$147,727
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
2,456
shares
|
$147,188
0.07% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
2,197
shares
|
$131,666
0.07% of portfolio
|
Q3 2024
Reduced 44.73%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
2,061
shares
|
$123,515
0.12% of portfolio
|
Q3 2024
Reduced 98.35%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
1,995
shares
|
$119,560
0.06% of portfolio
|
Q3 2024
Reduced 77.8%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,675
shares
|
$100,382
0.01% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,415
shares
|
$84,800
0.02% of portfolio
|
Q3 2024
Reduced 28.35%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,400
shares
|
$83,902
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
1,400
shares
|
$83,902
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,354
shares
|
$81,145
0.01% of portfolio
|
Q2 2023
Reduced 61.75%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,316
shares
|
$78,867
0.02% of portfolio
|
Q2 2024
Added 1893.94%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
1,267
shares
|
$75,931
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,225
shares
|
$73,414
0.01% of portfolio
|
Q4 2019
Reduced 36.73%
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
1,175
shares
|
$70,417
0.06% of portfolio
|
Q1 2024
Reduced 31.88%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
915
shares
|
$54,835
0.01% of portfolio
|
Q4 2023
Reduced 28.79%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
800
shares
|
$47,944
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
602
shares
|
$36,077
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
587
shares
|
$35,178
0.01% of portfolio
|
Q3 2024
Reduced 91.86%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
500
shares
|
$29,965
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$29,965
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
473
shares
|
$28,346
0.01% of portfolio
|
Q2 2024
Reduced 11.26%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
391
shares
|
$23,432
0.0% of portfolio
|
Q3 2024
Reduced 80.46%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
359
shares
|
$21,514
0.02% of portfolio
|
Q1 2022
Reduced 60.07%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
335
shares
|
$20,076
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
293
shares
|
$17,559
0.0% of portfolio
|
Q3 2024
Added 671.05%
|