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 473 institutions that hold shares in the stock, with a total of 87.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
3,856
shares
|
$231,360
0.21% of portfolio
|
Q2 2025
Reduced 19.23%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
3,850
shares
|
$231,000
0.0% of portfolio
|
Q1 2024
Reduced 39.37%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
3,783
shares
|
$226,980
0.06% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
3,760
shares
|
$225,600
0.24% of portfolio
|
Q2 2025
Reduced 18.15%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
3,650
shares
|
$219,000
0.11% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
3,634
shares
|
$218,040
0.02% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
3,566
shares
|
$213,960
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
3,544
shares
|
$212,640
0.14% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
3,517
shares
|
$211,020
0.03% of portfolio
|
Q3 2024
Reduced 58.22%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,432
shares
|
$205,920
0.03% of portfolio
|
Q1 2025
Reduced 28.49%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,427
shares
|
$205,620
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
3,344
shares
|
$200,640
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,660
shares
|
$159,600
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
2,465
shares
|
$147,900
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,300
shares
|
$138,000
0.03% of portfolio
|
Q1 2025
Reduced 20.69%
|
|
|
Weitzel Financial Services, Inc.
|
May 15, 2025 Q1 2025 |
2,263
shares
|
$135,780
0.06% of portfolio
|
Q1 2025
Reduced 90.28%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,200
shares
|
$132,000
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,062
shares
|
$123,720
0.09% of portfolio
|
Q4 2024
Reduced 31.59%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
2,000
shares
|
$120,000
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,770
shares
|
$106,200
0.01% of portfolio
|
Q1 2025
Reduced 54.8%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,599
shares
|
$95,940
0.0% of portfolio
|
Q1 2025
Added 857.49%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,565
shares
|
$93,900
0.0% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,558
shares
|
$93,480
0.04% of portfolio
|
Q2 2025
Reduced 17.91%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,415
shares
|
$84,900
0.02% of portfolio
|
Q3 2024
Reduced 28.35%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,354
shares
|
$81,240
0.01% of portfolio
|
Q2 2023
Reduced 61.75%
|