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 457 institutions that hold shares in the stock, with a total of 84.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
25,664
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
25,401
shares
|
$1.52 Million
1.49% of portfolio
|
Q4 2025
Added 45.42%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
25,000
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
24,280
shares
|
$1.46 Million
0.54% of portfolio
|
Q3 2025
Added 56.03%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
22,408
shares
|
$1.34 Million
0.52% of portfolio
|
Q2 2022
Added 191.35%
|
|
|
Uncommon Cents Investing LLC
|
Jan 15, 2026 Q4 2025 |
22,065
shares
|
$1.32 Million
0.34% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 15, 2026 Q4 2025 |
21,863
shares
|
$1.31 Million
0.89% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
21,659
shares
|
$1.3 Million
0.2% of portfolio
|
Q3 2024
Added 23.73%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
21,659
shares
|
$1.3 Million
0.88% of portfolio
|
Q1 2023
Added 35.42%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
21,280
shares
|
$1.28 Million
0.46% of portfolio
|
Q3 2025
Reduced 70.7%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
21,230
shares
|
$1.27 Million
0.51% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
21,204
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2025
Reduced 22.26%
|
|
|
Cambridge Advisors Inc.
|
Jan 21, 2026 Q4 2025 |
21,199
shares
|
$1.27 Million
0.25% of portfolio
|
Q4 2025
Added 13.39%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
20,654
shares
|
$1.24 Million
0.22% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
20,631
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
20,227
shares
|
$1.21 Million
0.23% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
20,225
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.92%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
19,605
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2025
Reduced 27.43%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
19,252
shares
|
$1.15 Million
0.09% of portfolio
|
Q3 2025
Reduced 37.66%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
19,030
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2025
Reduced 0.78%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
18,717
shares
|
$1.12 Million
1.39% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
18,663
shares
|
$1.12 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
18,621
shares
|
$1.12 Million
0.14% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
18,206
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 15.95%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
17,907
shares
|
$1.07 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.27%
|
|