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 |
|---|---|---|---|---|---|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
13,104
shares
|
$783,750
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
13,039
shares
|
$779,862
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
12,939
shares
|
$773,881
0.03% of portfolio
|
Q4 2024
Reduced 22.95%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
12,770
shares
|
$763,773
0.13% of portfolio
|
Q4 2024
Reduced 38.47%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
12,742
shares
|
$762,099
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
12,641
shares
|
$756,058
0.25% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
12,450
shares
|
$744,634
0.05% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
12,446
shares
|
$744,395
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
12,328
shares
|
$737,337
0.16% of portfolio
|
Q4 2024
Reduced 52.14%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
12,304
shares
|
$735,902
0.04% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
12,250
shares
|
$732,672
0.34% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
12,140
shares
|
$726,093
0.35% of portfolio
|
Q4 2024
Reduced 17.69%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
12,013
shares
|
$718,497
0.14% of portfolio
|
Q3 2024
Added 64.43%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
11,660
shares
|
$697,384
0.25% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
11,261
shares
|
$673,520
0.45% of portfolio
|
Q4 2024
Reduced 19.19%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
11,213
shares
|
$670,649
0.18% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
11,000
shares
|
$657,910
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,883
shares
|
$650,912
0.09% of portfolio
|
Q3 2024
Added 19.83%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
10,614
shares
|
$634,823
0.38% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,508
shares
|
$628,483
0.04% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
10,435
shares
|
$624,117
0.31% of portfolio
|
Q2 2022
Reduced 11.89%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
10,211
shares
|
$610,719
0.12% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,121
shares
|
$605,337
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
10,083
shares
|
$603,064
0.2% of portfolio
|
Q4 2024
Added 13344.0%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
9,953
shares
|
$595,288
0.32% of portfolio
|
Q3 2024
Added 0.01%
|