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 472 institutions that hold shares in the stock, with a total of 87.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
31,950
shares
|
$1.91 Million
0.08% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
31,691
shares
|
$1.9 Million
0.89% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
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%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
31,366
shares
|
$1.88 Million
1.28% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
30,883
shares
|
$1.85 Million
0.15% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
30,676
shares
|
$1.84 Million
0.19% of portfolio
|
Q1 2025
Reduced 22.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
30,313
shares
|
$1.81 Million
0.03% of portfolio
|
Q2 2024
Reduced 47.76%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
29,961
shares
|
$1.79 Million
0.15% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
29,843
shares
|
$1.79 Million
0.2% of portfolio
|
Q1 2025
Added 16.32%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
29,255
shares
|
$1.75 Million
0.14% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
29,130
shares
|
$1.74 Million
0.4% of portfolio
|
Q1 2025
Added 193.95%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
29,080
shares
|
$1.74 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
29,017
shares
|
$1.74 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
28,630
shares
|
$1.71 Million
0.81% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
28,209
shares
|
$1.69 Million
0.61% of portfolio
|
Q1 2025
Added 17.56%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
27,044
shares
|
$1.62 Million
0.01% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
26,907
shares
|
$1.61 Million
0.05% of portfolio
|
Q1 2025
Added 14.06%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
26,694
shares
|
$1.6 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
26,670
shares
|
$1.6 Million
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
26,516
shares
|
$1.59 Million
1.49% of portfolio
|
Q1 2025
Reduced 36.88%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
26,233
shares
|
$1.57 Million
0.6% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
26,188
shares
|
$1.57 Million
0.35% of portfolio
|
Q1 2025
Added 21.53%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
25,860
shares
|
$1.55 Million
0.14% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
25,677
shares
|
$1.54 Million
1.43% of portfolio
|
Q1 2023
Reduced 48.8%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
25,629
shares
|
$1.53 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.58%
|