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 472 institutions that hold shares in the stock, with a total of 87.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
257,677
shares
|
$15.4 Million
1.49% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
256,721
shares
|
$15.4 Million
0.48% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
250,484
shares
|
$15 Million
0.02% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
241,018
shares
|
$14.4 Million
1.07% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
238,566
shares
|
$14.3 Million
0.09% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
225,902
shares
|
$13.5 Million
7.6% of portfolio
|
Q1 2025
Added 33.66%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
220,809
shares
|
$13.2 Million
3.59% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
218,852
shares
|
$13.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
208,380
shares
|
$12.5 Million
6.22% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
199,484
shares
|
$11.9 Million
7.97% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
194,356
shares
|
$11.6 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
194,137
shares
|
$11.6 Million
0.04% of portfolio
|
Q1 2025
Added 35.41%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
190,091
shares
|
$11.4 Million
1.94% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
189,293
shares
|
$11.3 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
186,793
shares
|
$11.2 Million
8.44% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Ellsworth Advisors, LLC
|
May 28, 2025 Q1 2025 |
186,462
shares
|
$11.2 Million
2.98% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
186,429
shares
|
$11.2 Million
3.48% of portfolio
|
Q1 2025
Reduced 17.0%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
184,534
shares
|
$11 Million
1.46% of portfolio
|
Q2 2024
New holding
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
183,697
shares
|
$11 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
183,307
shares
|
$11 Million
5.24% of portfolio
|
Q1 2025
Reduced 13.01%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
180,257
shares
|
$10.8 Million
0.9% of portfolio
|
Q1 2025
Added 2514.31%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
179,171
shares
|
$10.7 Million
4.75% of portfolio
|
Q1 2025
Added 219.04%
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
178,018
shares
|
$10.7 Million
8.72% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
177,664
shares
|
$10.6 Million
0.02% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
173,859
shares
|
$10.4 Million
0.01% of portfolio
|
Q1 2025
Added 4.57%
|