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 |
|---|---|---|---|---|---|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
8,006
shares
|
$479,239
0.19% of portfolio
|
Q3 2023
Added 0.65%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
7,926
shares
|
$474,450
0.06% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
7,786
shares
|
$466,069
0.06% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
7,742
shares
|
$463,436
0.28% of portfolio
|
Q2 2024
Reduced 70.02%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
7,680
shares
|
$459,724
0.03% of portfolio
|
Q4 2024
Added 16.68%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
7,558
shares
|
$452,421
0.01% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
7,465
shares
|
$446,854
0.11% of portfolio
|
Q1 2024
Added 4.38%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
7,420
shares
|
$444,161
0.17% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
7,287
shares
|
$436,199
0.24% of portfolio
|
Q4 2024
Reduced 53.82%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
7,263
shares
|
$434,763
0.04% of portfolio
|
Q4 2024
Reduced 18.28%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
7,204
shares
|
$431,231
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,204
shares
|
$431,231
0.06% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
7,148
shares
|
$427,879
0.05% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
7,146
shares
|
$427,759
0.08% of portfolio
|
Q4 2024
Reduced 37.86%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
7,100
shares
|
$425,006
0.05% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
7,050
shares
|
$422,013
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
7,012
shares
|
$419,738
0.3% of portfolio
|
Q4 2024
Reduced 22.23%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
6,995
shares
|
$418,720
0.03% of portfolio
|
Q4 2024
Reduced 11.77%
|
|
|
Alpha Omega Group, Inc.
|
Feb 07, 2025 Q4 2024 |
6,950
shares
|
$416,027
0.5% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
6,895
shares
|
$412,734
0.09% of portfolio
|
Q4 2024
Reduced 96.94%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
6,800
shares
|
$407,048
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
6,787
shares
|
$406,269
0.08% of portfolio
|
Q4 2024
Reduced 33.53%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
6,724
shares
|
$402,498
0.05% of portfolio
|
Q4 2024
Reduced 60.09%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,715
shares
|
$401,959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,652
shares
|
$398,188
0.0% of portfolio
|
Q3 2024
Added 1.59%
|