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 462 institutions that hold shares in the stock, with a total of 86.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
36,579
shares
|
$2.19 Million
0.78% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
36,404
shares
|
$2.18 Million
1.31% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
36,045
shares
|
$2.16 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
36,045
shares
|
$2.16 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
36,033
shares
|
$2.16 Million
1.19% of portfolio
|
Q4 2024
Added 14.77%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
35,871
shares
|
$2.15 Million
1.06% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
35,813
shares
|
$2.14 Million
0.02% of portfolio
|
Q4 2024
Added 140.1%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
35,721
shares
|
$2.14 Million
0.23% of portfolio
|
Q2 2024
Reduced 15.35%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
33,969
shares
|
$2.03 Million
0.22% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Feb 05, 2025 Q4 2024 |
33,414
shares
|
$2 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
33,135
shares
|
$1.98 Million
0.07% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
33,014
shares
|
$1.98 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
32,596
shares
|
$1.95 Million
0.63% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
32,519
shares
|
$1.95 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
32,224
shares
|
$1.93 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
31,961
shares
|
$1.91 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
31,679
shares
|
$1.9 Million
0.82% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
31,468
shares
|
$1.88 Million
0.05% of portfolio
|
Q4 2024
Added 59.21%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
31,407
shares
|
$1.88 Million
1.33% of portfolio
|
Q3 2024
Added 1166.92%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
31,045
shares
|
$1.86 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
30,621
shares
|
$1.83 Million
0.07% of portfolio
|
Q4 2024
Reduced 51.32%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
30,511
shares
|
$1.83 Million
0.08% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
30,418
shares
|
$1.82 Million
0.91% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
30,313
shares
|
$1.82 Million
0.03% of portfolio
|
Q2 2024
Reduced 47.76%
|