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 |
|---|---|---|---|---|---|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
17,328
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
16,846
shares
|
$1.01 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
16,074
shares
|
$964,118
0.4% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
16,031
shares
|
$961,539
0.12% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
15,593
shares
|
$935,268
0.81% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
15,434
shares
|
$925,731
0.11% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
15,346
shares
|
$920,453
0.19% of portfolio
|
Q3 2025
Added 221.99%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
15,313
shares
|
$918,473
0.16% of portfolio
|
Q1 2025
Added 44.29%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Jan 20, 2026 Q4 2025 |
15,251
shares
|
$914,754
0.32% of portfolio
|
Q4 2025
Reduced 7.23%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jan 15, 2026 Q4 2025 |
15,242
shares
|
$914,215
0.56% of portfolio
|
Q4 2025
Added 117.56%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
15,159
shares
|
$909,236
0.01% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
15,112
shares
|
$906,417
0.01% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
15,021
shares
|
$900,959
0.04% of portfolio
|
Q3 2025
Added 406.1%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
14,929
shares
|
$895,441
0.31% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
14,841
shares
|
$890,163
0.01% of portfolio
|
Q1 2025
Added 17.31%
|
|
|
Paragon Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
14,590
shares
|
$875,108
0.26% of portfolio
|
Q4 2025
Reduced 22.24%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
14,351
shares
|
$860,772
0.0% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
14,268
shares
|
$855,794
0.55% of portfolio
|
Q3 2025
Reduced 30.75%
|
|
|
Refined Wealth Management
|
Jan 15, 2026 Q4 2025 |
14,209
shares
|
$852,255
0.58% of portfolio
|
Q4 2025
Reduced 4.06%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
13,958
shares
|
$837,200
0.59% of portfolio
|
Q3 2025
Reduced 17.61%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
13,767
shares
|
$825,744
0.02% of portfolio
|
Q3 2025
Reduced 72.85%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
13,517
shares
|
$810,749
0.63% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
13,312
shares
|
$798,453
0.7% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
13,239
shares
|
$794,075
0.24% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
12,825
shares
|
$769,243
0.18% of portfolio
|
Q4 2025
Added 1.02%
|
|