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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
10,551
shares
|
$632,848
0.01% of portfolio
|
Q3 2025
Reduced 10.37%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
10,435
shares
|
$625,891
0.31% of portfolio
|
Q2 2022
Reduced 11.89%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 15, 2026 Q4 2025 |
10,323
shares
|
$619,173
0.43% of portfolio
|
Q4 2025
Reduced 37.06%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
10,313
shares
|
$618,573
0.05% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Trust CO Of Virginia
|
Jan 23, 2026 Q4 2025 |
10,125
shares
|
$607,297
0.05% of portfolio
|
Q4 2025
Added 40.66%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,121
shares
|
$607,057
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
10,003
shares
|
$599,979
0.14% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
9,903
shares
|
$593,981
0.17% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
9,865
shares
|
$591,702
0.29% of portfolio
|
Q1 2024
Added 52.71%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
9,779
shares
|
$586,544
0.49% of portfolio
|
Q2 2025
Added 39.46%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
9,445
shares
|
$566,511
0.0% of portfolio
|
Q3 2025
Reduced 94.45%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
9,347
shares
|
$560,633
0.08% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
9,324
shares
|
$559,253
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
9,123
shares
|
$547,197
0.32% of portfolio
|
Q4 2023
Reduced 22.41%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
9,005
shares
|
$540,119
0.34% of portfolio
|
Q3 2025
Reduced 92.87%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
8,964
shares
|
$537,660
0.42% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
8,963
shares
|
$537,600
0.0% of portfolio
|
Q3 2025
Added 104.03%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
8,940
shares
|
$536,221
0.06% of portfolio
|
Q4 2025
Reduced 15.85%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
8,647
shares
|
$518,647
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
8,511
shares
|
$510,489
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
8,500
shares
|
$509,830
0.12% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
8,470
shares
|
$508,030
0.0% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Jan 21, 2026 Q4 2025 |
8,428
shares
|
$505,511
0.0% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
8,370
shares
|
$502,032
0.04% of portfolio
|
Q4 2025
Reduced 62.57%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
8,032
shares
|
$481,759
0.16% of portfolio
|
Q3 2024
New holding
|
|