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 424 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
46,262
shares
|
$2.77 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
44,527
shares
|
$2.67 Million
0.05% of portfolio
|
Q2 2024
Reduced 37.01%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
44,400
shares
|
$2.66 Million
0.17% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
44,340
shares
|
$2.66 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
41,407
shares
|
$2.48 Million
0.11% of portfolio
|
Q3 2024
Reduced 43.45%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
41,085
shares
|
$2.46 Million
0.41% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
40,536
shares
|
$2.43 Million
0.47% of portfolio
|
Q3 2024
Added 48.69%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
39,922
shares
|
$2.39 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
39,730
shares
|
$2.38 Million
0.03% of portfolio
|
Q2 2022
Reduced 4.82%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
38,840
shares
|
$2.33 Million
0.3% of portfolio
|
Q3 2024
Added 145.81%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
38,728
shares
|
$2.32 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
37,769
shares
|
$2.26 Million
1.46% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
36,767
shares
|
$2.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
36,726
shares
|
$2.2 Million
1.7% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
36,650
shares
|
$2.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
36,588
shares
|
$2.19 Million
0.08% of portfolio
|
Q3 2024
Added 15.34%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
36,588
shares
|
$2.19 Million
0.38% of portfolio
|
Q3 2024
Added 15.34%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
35,873
shares
|
$2.15 Million
0.05% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
35,774
shares
|
$2.15 Million
0.79% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
35,721
shares
|
$2.14 Million
0.23% of portfolio
|
Q2 2024
Reduced 15.35%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
34,966
shares
|
$2.1 Million
1.04% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
34,361
shares
|
$2.06 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
33,791
shares
|
$2.03 Million
0.02% of portfolio
|
Q3 2024
Added 72.58%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
33,100
shares
|
$1.98 Million
0.21% of portfolio
|
Q3 2024
Reduced 13.04%
|