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 449 institutions that hold shares in the stock, with a total of 83.4 Million shares, which have been reported (via 13F filing form) to have a value of $5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
78,323
shares
|
$4.7 Million
0.17% of portfolio
|
Q3 2025
Reduced 17.12%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
76,666
shares
|
$4.6 Million
0.74% of portfolio
|
Q3 2025
Added 46.44%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
72,235
shares
|
$4.33 Million
0.09% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
69,609
shares
|
$4.18 Million
0.13% of portfolio
|
Q3 2025
Reduced 23.62%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
68,278
shares
|
$4.1 Million
0.08% of portfolio
|
Q3 2025
Added 15.17%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
67,116
shares
|
$4.03 Million
0.71% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
66,894
shares
|
$4.01 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
66,657
shares
|
$4 Million
1.86% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
66,234
shares
|
$3.97 Million
0.14% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
65,457
shares
|
$3.93 Million
2.41% of portfolio
|
Q2 2025
Reduced 21.61%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
65,436
shares
|
$3.92 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
64,655
shares
|
$3.88 Million
0.37% of portfolio
|
Q3 2025
Added 34.93%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
63,304
shares
|
$3.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 11.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
63,204
shares
|
$3.79 Million
0.16% of portfolio
|
Q2 2020
Reduced 56.5%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
62,604
shares
|
$3.75 Million
0.11% of portfolio
|
Q3 2025
Reduced 11.87%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
62,589
shares
|
$3.75 Million
2.58% of portfolio
|
Q3 2025
Added 540.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
62,372
shares
|
$3.74 Million
0.06% of portfolio
|
Q3 2025
Reduced 36.13%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
61,124
shares
|
$3.67 Million
0.1% of portfolio
|
Q3 2025
Reduced 45.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
60,996
shares
|
$3.66 Million
0.05% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
59,713
shares
|
$3.58 Million
1.72% of portfolio
|
Q3 2025
Added 51.18%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
59,662
shares
|
$3.58 Million
0.45% of portfolio
|
Q3 2025
Added 172.55%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
59,521
shares
|
$3.57 Million
0.04% of portfolio
|
Q3 2025
Reduced 30.78%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
59,351
shares
|
$3.56 Million
2.41% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
57,081
shares
|
$3.42 Million
0.22% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
56,547
shares
|
$3.39 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.37%
|
|