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 423 institutions that hold shares in the stock, with a total of 82.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
65,595
shares
|
$3.93 Million
0.69% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
63,300
shares
|
$3.79 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
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%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
62,900
shares
|
$3.77 Million
0.14% of portfolio
|
Q3 2024
Added 209.96%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
62,519
shares
|
$3.75 Million
0.11% of portfolio
|
Q3 2024
Added 73.65%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
61,423
shares
|
$3.68 Million
1.69% of portfolio
|
Q3 2024
Reduced 27.06%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
60,985
shares
|
$3.65 Million
0.91% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
60,831
shares
|
$3.65 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
59,540
shares
|
$3.57 Million
0.16% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
58,227
shares
|
$3.49 Million
0.09% of portfolio
|
Q2 2024
Reduced 58.93%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
57,989
shares
|
$3.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
55,065
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2024
Added 178.63%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
54,951
shares
|
$3.29 Million
0.04% of portfolio
|
Q3 2024
Reduced 35.63%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
54,758
shares
|
$3.28 Million
1.82% of portfolio
|
Q3 2024
New holding
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
54,481
shares
|
$3.27 Million
1.66% of portfolio
|
Q3 2024
Added 319.92%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
53,657
shares
|
$3.22 Million
0.14% of portfolio
|
Q3 2024
Reduced 49.74%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
53,007
shares
|
$3.18 Million
0.55% of portfolio
|
Q3 2024
Added 247.63%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
52,321
shares
|
$3.14 Million
1.9% of portfolio
|
Q3 2024
Reduced 44.71%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
50,960
shares
|
$3.05 Million
0.17% of portfolio
|
Q3 2024
Added 56.72%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
50,439
shares
|
$3.02 Million
2.47% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
48,308
shares
|
$2.9 Million
0.43% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
47,892
shares
|
$2.87 Million
0.22% of portfolio
|
Q4 2023
Added 1.78%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
47,582
shares
|
$2.85 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
47,557
shares
|
$2.85 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
46,501
shares
|
$2.79 Million
1.44% of portfolio
|
Q3 2024
Reduced 3.45%
|