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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
38,249
shares
|
$2.29 Million
0.55% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
38,102
shares
|
$2.29 Million
0.02% of portfolio
|
Q3 2025
Reduced 24.22%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
37,721
shares
|
$2.26 Million
0.76% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
37,699
shares
|
$2.26 Million
0.29% of portfolio
|
Q3 2025
Reduced 26.56%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
37,565
shares
|
$2.25 Million
1.75% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
37,326
shares
|
$2.24 Million
0.35% of portfolio
|
Q3 2025
Reduced 39.64%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
37,306
shares
|
$2.24 Million
0.04% of portfolio
|
Q3 2025
Added 14.84%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
37,189
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
36,961
shares
|
$2.22 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
36,767
shares
|
$2.21 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
35,987
shares
|
$2.16 Million
0.02% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Nov 05, 2025 Q3 2025 |
35,090
shares
|
$2.1 Million
1.39% of portfolio
|
Q3 2025
Added 49.3%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
34,295
shares
|
$2.06 Million
0.94% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
34,161
shares
|
$2.05 Million
1.12% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
34,055
shares
|
$2.04 Million
0.03% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
34,009
shares
|
$2.04 Million
0.69% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
33,684
shares
|
$2.02 Million
0.96% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
33,633
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2025
Added 14.97%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
33,540
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
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%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
31,110
shares
|
$1.87 Million
0.03% of portfolio
|
Q3 2025
Reduced 24.45%
|
|
|
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%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
29,776
shares
|
$1.79 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
29,758
shares
|
$1.78 Million
0.72% of portfolio
|
Q3 2025
New holding
|
|