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 |
|---|---|---|---|---|---|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
173,438
shares
|
$10.4 Million
1.07% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
172,806
shares
|
$10.4 Million
8.67% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
171,782
shares
|
$10.3 Million
2.15% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
165,894
shares
|
$9.95 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
162,858
shares
|
$9.77 Million
0.08% of portfolio
|
Q1 2025
Added 28.88%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
162,821
shares
|
$9.77 Million
1.74% of portfolio
|
Q3 2022
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
160,995
shares
|
$9.66 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
160,726
shares
|
$9.64 Million
1.19% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
160,003
shares
|
$9.6 Million
0.15% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
159,811
shares
|
$9.59 Million
0.12% of portfolio
|
Q1 2025
Reduced 18.62%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
156,611
shares
|
$9.4 Million
5.64% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
145,447
shares
|
$8.73 Million
0.0% of portfolio
|
Q1 2025
Added 13.06%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Apr 23, 2025 Q1 2025 |
145,336
shares
|
$8.72 Million
2.64% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
145,330
shares
|
$8.72 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
143,053
shares
|
$8.58 Million
1.77% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
140,320
shares
|
$8.42 Million
0.28% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
139,708
shares
|
$8.38 Million
1.51% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
139,673
shares
|
$8.38 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
132,678
shares
|
$7.96 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
128,505
shares
|
$7.71 Million
2.24% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
123,813
shares
|
$7.43 Million
5.63% of portfolio
|
Q4 2024
Reduced 21.17%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
123,001
shares
|
$7.38 Million
0.13% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
122,949
shares
|
$7.38 Million
1.11% of portfolio
|
Q1 2025
Added 30.97%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
122,622
shares
|
$7.36 Million
1.01% of portfolio
|
Q2 2025
Added 16.06%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
109,984
shares
|
$6.6 Million
3.0% of portfolio
|
Q1 2025
Added 7.14%
|