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 |
|---|---|---|---|---|---|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
8,006
shares
|
$480,199
0.19% of portfolio
|
Q3 2023
Added 0.65%
|
|
|
Qp Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
7,972
shares
|
$478,160
0.45% of portfolio
|
Q4 2025
Added 101.11%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
7,939
shares
|
$476,181
0.04% of portfolio
|
Q3 2025
Reduced 78.12%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Nov 12, 2025 Q3 2025 |
7,926
shares
|
$475,401
0.38% of portfolio
|
Q2 2025
Added 56.15%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
7,923
shares
|
$475,221
0.04% of portfolio
|
Q4 2025
Added 10.13%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
7,756
shares
|
$465,204
0.09% of portfolio
|
Q3 2025
Reduced 45.97%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
7,742
shares
|
$464,365
0.28% of portfolio
|
Q2 2024
Reduced 70.02%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
7,344
shares
|
$440,493
0.07% of portfolio
|
Q3 2025
Reduced 28.73%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
7,107
shares
|
$426,277
0.01% of portfolio
|
Q4 2025
Reduced 14.25%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
6,998
shares
|
$419,740
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
6,926
shares
|
$415,421
0.04% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
6,917
shares
|
$414,881
0.01% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
6,842
shares
|
$410,383
0.04% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
6,833
shares
|
$409,843
0.03% of portfolio
|
Q3 2025
Added 30.9%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 23, 2026 Q4 2025 |
6,803
shares
|
$408,043
0.15% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
6,787
shares
|
$407,084
0.08% of portfolio
|
Q4 2024
Reduced 33.53%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
6,754
shares
|
$405,104
0.01% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
6,711
shares
|
$402,525
0.02% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
6,550
shares
|
$392,869
0.03% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,492
shares
|
$389,390
0.01% of portfolio
|
Q3 2025
Reduced 22.67%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,287
shares
|
$377,094
0.44% of portfolio
|
Q2 2024
Reduced 6.18%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,150
shares
|
$368,877
0.05% of portfolio
|
Q3 2025
Reduced 11.26%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
6,109
shares
|
$366,417
0.15% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
6,101
shares
|
$365,937
0.08% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
5,982
shares
|
$358,800
0.0% of portfolio
|
Q3 2025
Reduced 60.71%
|
|