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 460 institutions that hold shares in the stock, with a total of 86 Million shares, which have been reported (via 13F filing form) to have a value of $5.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,508
shares
|
$629,008
0.04% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
10,435
shares
|
$624,639
0.31% of portfolio
|
Q2 2022
Reduced 11.89%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,121
shares
|
$605,843
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
10,083
shares
|
$603,568
0.2% of portfolio
|
Q4 2024
Added 13344.0%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
9,953
shares
|
$595,786
0.32% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
9,906
shares
|
$592,973
0.08% of portfolio
|
Q3 2024
Reduced 58.92%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
9,865
shares
|
$590,518
0.29% of portfolio
|
Q1 2024
Added 52.71%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
9,626
shares
|
$576,212
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
9,412
shares
|
$563,402
0.01% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,366
shares
|
$560,648
0.43% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
9,306
shares
|
$557,057
0.02% of portfolio
|
Q3 2024
Reduced 10.55%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
9,267
shares
|
$554,722
0.02% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
9,174
shares
|
$549,155
0.27% of portfolio
|
Q3 2024
Reduced 32.84%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
9,158
shares
|
$548,197
0.28% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
9,123
shares
|
$546,102
0.32% of portfolio
|
Q4 2023
Reduced 22.41%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
9,016
shares
|
$539,697
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Management Of Ks, Inc.
|
Feb 10, 2025 Q4 2024 |
8,886
shares
|
$531,915
0.11% of portfolio
|
Q4 2024
Added 13.01%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
8,861
shares
|
$530,419
0.01% of portfolio
|
Q4 2022
Reduced 1.13%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
8,845
shares
|
$529,461
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
8,806
shares
|
$527,127
0.01% of portfolio
|
Q4 2024
Added 58.01%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
8,700
shares
|
$520,782
0.41% of portfolio
|
Q4 2024
Reduced 29.05%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
8,597
shares
|
$514,616
0.11% of portfolio
|
Q3 2024
Reduced 30.15%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
8,500
shares
|
$508,810
0.14% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
8,163
shares
|
$488,637
0.0% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
8,032
shares
|
$480,795
0.16% of portfolio
|
Q3 2024
New holding
|