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 |
|---|---|---|---|---|---|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
12,666
shares
|
$759,706
0.21% of portfolio
|
Q4 2025
Added 156.24%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
12,641
shares
|
$758,207
0.25% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
12,608
shares
|
$756,227
0.1% of portfolio
|
Q3 2025
Reduced 28.38%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
12,411
shares
|
$744,411
0.03% of portfolio
|
Q4 2025
Reduced 4.74%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
12,341
shares
|
$740,213
0.17% of portfolio
|
Q3 2025
Reduced 27.28%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
12,328
shares
|
$739,433
0.16% of portfolio
|
Q4 2024
Reduced 52.14%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
12,208
shares
|
$732,235
0.0% of portfolio
|
Q3 2025
Reduced 48.84%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
12,081
shares
|
$724,618
0.01% of portfolio
|
Q3 2025
Reduced 19.0%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
12,071
shares
|
$724,018
0.43% of portfolio
|
Q1 2025
Added 65.65%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
11,972
shares
|
$718,080
0.02% of portfolio
|
Q3 2025
Reduced 55.83%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
11,809
shares
|
$708,303
0.27% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
11,665
shares
|
$699,666
0.17% of portfolio
|
Q4 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
11,556
shares
|
$693,128
0.04% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
11,530
shares
|
$691,569
0.03% of portfolio
|
Q3 2025
Added 19.44%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
11,500
shares
|
$689,770
0.24% of portfolio
|
Q3 2025
Added 26.37%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
11,391
shares
|
$683,232
0.21% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
11,355
shares
|
$681,072
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
11,255
shares
|
$675,074
0.03% of portfolio
|
Q4 2025
Added 6.91%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
10,951
shares
|
$656,840
0.01% of portfolio
|
Q3 2025
Reduced 12.22%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
10,911
shares
|
$654,441
0.36% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
10,861
shares
|
$651,442
0.16% of portfolio
|
Q3 2025
Added 33.44%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
10,787
shares
|
$647,004
0.71% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
10,770
shares
|
$645,984
0.04% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
10,633
shares
|
$637,767
0.0% of portfolio
|
Q3 2025
Reduced 26.81%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
10,628
shares
|
$637,467
0.0% of portfolio
|
Q3 2025
New holding
|
|