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 442 institutions that hold shares in the stock, with a total of 85.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
5,663
shares
|
$338,704
0.17% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
5,510
shares
|
$329,553
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
5,481
shares
|
$327,818
0.13% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
5,476
shares
|
$327,519
0.18% of portfolio
|
Q4 2024
Added 149.25%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
5,381
shares
|
$321,837
0.01% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
5,234
shares
|
$313,045
0.19% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$299,050
0.11% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
4,972
shares
|
$297,375
0.1% of portfolio
|
Q3 2024
Reduced 22.7%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
4,922
shares
|
$294,384
0.0% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Jan 15, 2025 Q4 2024 |
4,874
shares
|
$291,513
0.19% of portfolio
|
Q4 2024
Added 11.38%
|
|
|
Del Sette Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
4,818
shares
|
$288,164
0.24% of portfolio
|
Q1 2023
Reduced 8.32%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
4,799
shares
|
$287,028
0.04% of portfolio
|
Q4 2024
Reduced 10.15%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
4,740
shares
|
$283,499
0.14% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
4,702
shares
|
$281,226
0.28% of portfolio
|
Q4 2024
Added 128.14%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
4,438
shares
|
$265,436
0.06% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
4,359
shares
|
$260,711
0.02% of portfolio
|
Q4 2024
Reduced 17.69%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Feb 03, 2025 Q4 2024 |
4,336
shares
|
$259,336
0.2% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
4,322
shares
|
$258,498
0.2% of portfolio
|
Q4 2024
Reduced 69.32%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,290
shares
|
$256,584
0.02% of portfolio
|
Q3 2022
Reduced 87.13%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
4,261
shares
|
$254,850
0.03% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
4,252
shares
|
$254,312
0.09% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
4,230
shares
|
$252,996
0.13% of portfolio
|
Q2 2024
Reduced 28.67%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
4,198
shares
|
$251,082
0.06% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
4,091
shares
|
$244,682
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
4,030
shares
|
$241,034
0.11% of portfolio
|
Q3 2024
Reduced 26.45%
|