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 442 institutions that hold shares in the stock, with a total of 85.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
19,358
shares
|
$1.16 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
18,960
shares
|
$1.13 Million
0.56% of portfolio
|
Q3 2024
Added 64.28%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
18,847
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
17,554
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
17,540
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
17,037
shares
|
$1.02 Million
0.43% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
17,019
shares
|
$1.02 Million
0.66% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
16,868
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
16,464
shares
|
$984,711
0.09% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
16,098
shares
|
$962,821
0.05% of portfolio
|
Q4 2024
Reduced 19.96%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
15,358
shares
|
$918,561
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
15,302
shares
|
$915,212
0.09% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
15,267
shares
|
$913,119
0.02% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
15,204
shares
|
$909,351
0.82% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
15,089
shares
|
$902,473
0.15% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
15,005
shares
|
$897,449
0.21% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
14,936
shares
|
$893,322
0.13% of portfolio
|
Q4 2024
Reduced 18.23%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
14,916
shares
|
$892,125
0.01% of portfolio
|
Q3 2024
Added 86.96%
|
|
|
Refined Wealth Management
|
Jan 22, 2025 Q4 2024 |
14,811
shares
|
$885,845
0.67% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
14,559
shares
|
$870,773
0.44% of portfolio
|
Q4 2024
Reduced 36.05%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
14,517
shares
|
$868,261
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
14,136
shares
|
$845,474
0.0% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
13,734
shares
|
$821,430
0.22% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
13,606
shares
|
$813,774
0.17% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
13,141
shares
|
$785,963
0.3% of portfolio
|
Q4 2024
Added 78.57%
|