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 450 institutions that hold shares in the stock, with a total of 83.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
418,749
shares
|
$25.1 Million
1.69% of portfolio
|
Q3 2025
Reduced 25.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
415,407
shares
|
$24.9 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
402,044
shares
|
$24.1 Million
2.56% of portfolio
|
Q3 2025
Added 34.48%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
386,080
shares
|
$23.2 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
366,321
shares
|
$22 Million
0.15% of portfolio
|
Q3 2025
Added 9.63%
|
|
|
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%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
361,611
shares
|
$21.7 Million
0.6% of portfolio
|
Q3 2025
Reduced 52.23%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
361,442
shares
|
$21.7 Million
4.06% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
347,651
shares
|
$20.9 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
343,635
shares
|
$20.6 Million
1.35% of portfolio
|
Q4 2023
Added 39.47%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
343,126
shares
|
$20.6 Million
0.69% of portfolio
|
Q4 2025
Added 7.53%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
334,151
shares
|
$20 Million
3.29% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
319,701
shares
|
$19.2 Million
0.24% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
300,852
shares
|
$18 Million
4.73% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
299,599
shares
|
$18 Million
0.86% of portfolio
|
Q2 2023
Reduced 71.29%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
296,336
shares
|
$17.8 Million
0.1% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
290,880
shares
|
$17.4 Million
0.02% of portfolio
|
Q3 2025
Added 8.64%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
290,390
shares
|
$17.4 Million
7.48% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
288,245
shares
|
$17.3 Million
0.43% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
273,200
shares
|
$16.4 Million
0.54% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
263,818
shares
|
$15.8 Million
0.08% of portfolio
|
Q3 2025
Reduced 19.38%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
263,165
shares
|
$15.8 Million
0.2% of portfolio
|
Q3 2025
Added 9.68%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
256,434
shares
|
$15.4 Million
0.37% of portfolio
|
Q3 2025
Added 105.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
249,581
shares
|
$15 Million
0.0% of portfolio
|
Q3 2025
Added 125.74%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
245,612
shares
|
$14.7 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.14%
|
|