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 474 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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
545,893
shares
|
$32.8 Million
6.13% of portfolio
|
Q1 2024
Reduced 44.66%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
536,817
shares
|
$32.2 Million
0.05% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
480,233
shares
|
$28.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 14.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
430,606
shares
|
$25.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
423,183
shares
|
$25.4 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
413,615
shares
|
$24.8 Million
0.52% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
363,827
shares
|
$21.8 Million
0.93% of portfolio
|
Q3 2022
Added 75.72%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
343,635
shares
|
$20.6 Million
1.35% of portfolio
|
Q4 2023
Added 39.47%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
324,940
shares
|
$19.5 Million
4.75% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
323,099
shares
|
$19.4 Million
1.08% of portfolio
|
Q1 2025
Added 1469.89%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
319,441
shares
|
$19.2 Million
0.26% of portfolio
|
Q1 2025
Reduced 29.15%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
317,510
shares
|
$19.1 Million
0.45% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
301,889
shares
|
$18.1 Million
1.23% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
301,261
shares
|
$18.1 Million
6.11% of portfolio
|
Q1 2025
Added 15.25%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
299,599
shares
|
$18 Million
0.86% of portfolio
|
Q2 2023
Reduced 71.29%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
294,895
shares
|
$17.7 Million
0.62% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
293,995
shares
|
$17.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 14.1%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
289,299
shares
|
$17.4 Million
2.41% of portfolio
|
Q1 2025
Reduced 42.89%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
287,994
shares
|
$17.3 Million
0.76% of portfolio
|
Q2 2025
Added 59.77%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
287,831
shares
|
$17.3 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
283,565
shares
|
$17 Million
0.67% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
281,261
shares
|
$16.9 Million
0.03% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
270,709
shares
|
$16.2 Million
7.55% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
264,685
shares
|
$15.9 Million
0.08% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
259,341
shares
|
$15.6 Million
5.17% of portfolio
|
Q2 2025
Reduced 4.97%
|