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 |
|---|---|---|---|---|---|
|
Edge Rock Capital LLC
|
Oct 28, 2025 Q3 2025 |
116,710
shares
|
$7 Million
2.59% of portfolio
|
Q3 2025
New holding
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
116,045
shares
|
$6.96 Million
2.79% of portfolio
|
Q3 2025
Reduced 23.79%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
114,137
shares
|
$6.85 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
109,566
shares
|
$6.57 Million
0.02% of portfolio
|
Q3 2025
Reduced 19.49%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
109,557
shares
|
$6.57 Million
0.17% of portfolio
|
Q3 2025
Added 40.21%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
109,128
shares
|
$6.55 Million
1.74% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
108,218
shares
|
$6.49 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
104,772
shares
|
$6.28 Million
2.83% of portfolio
|
Q3 2025
Reduced 91.01%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
102,371
shares
|
$6.14 Million
0.44% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
102,343
shares
|
$6.14 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
98,198
shares
|
$5.89 Million
1.89% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
98,120
shares
|
$5.89 Million
4.63% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2025 Q3 2025 |
97,073
shares
|
$5.82 Million
2.58% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
96,518
shares
|
$5.79 Million
2.55% of portfolio
|
Q3 2025
Reduced 37.86%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
96,453
shares
|
$5.79 Million
0.25% of portfolio
|
Q3 2025
Added 13.81%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
93,656
shares
|
$5.62 Million
0.28% of portfolio
|
Q3 2025
Added 35.07%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
91,173
shares
|
$5.47 Million
2.02% of portfolio
|
Q3 2024
Added 352.85%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
90,501
shares
|
$5.43 Million
0.06% of portfolio
|
Q3 2025
Added 16.1%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
88,715
shares
|
$5.32 Million
0.12% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
85,344
shares
|
$5.12 Million
0.34% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
84,255
shares
|
$5.05 Million
0.45% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
82,962
shares
|
$4.98 Million
0.01% of portfolio
|
Q3 2025
Reduced 37.19%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
82,054
shares
|
$4.92 Million
0.48% of portfolio
|
Q4 2022
Added 11.4%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
81,748
shares
|
$4.9 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
81,335
shares
|
$4.88 Million
0.04% of portfolio
|
Q3 2025
Added 1326.93%
|
|