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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
4,298
shares
|
$257,794
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,290
shares
|
$257,314
0.02% of portfolio
|
Q3 2022
Reduced 87.13%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
4,287
shares
|
$257,134
0.03% of portfolio
|
Q3 2025
Reduced 51.45%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
4,264
shares
|
$255,754
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,046
shares
|
$242,679
0.0% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
4,041
shares
|
$242,379
0.13% of portfolio
|
Q3 2025
Reduced 29.19%
|
|
|
Sheets Smith Wealth Management
|
Jan 20, 2026 Q4 2025 |
4,000
shares
|
$239,920
0.03% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
3,966
shares
|
$237,880
0.05% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
3,950
shares
|
$236,921
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Del Sette Capital Management, LLC
|
Nov 18, 2025 Q3 2025 |
3,929
shares
|
$235,661
0.16% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
3,852
shares
|
$231,042
0.24% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,850
shares
|
$230,923
0.01% of portfolio
|
Q1 2024
Reduced 39.37%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
3,841
shares
|
$230,383
0.05% of portfolio
|
Q4 2025
Added 1.88%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
3,829
shares
|
$229,663
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
3,826
shares
|
$229,483
0.1% of portfolio
|
Q3 2025
Reduced 26.02%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
3,787
shares
|
$227,144
0.01% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
3,733
shares
|
$223,905
0.15% of portfolio
|
Q4 2025
Reduced 10.11%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,705
shares
|
$222,225
0.07% of portfolio
|
Q4 2025
Reduced 51.44%
|
|
|
Asl Financial, LLC
Los Gatos, CA |
Jan 16, 2026 Q4 2025 |
3,655
shares
|
$219,226
0.17% of portfolio
|
Q4 2025
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
3,646
shares
|
$218,687
0.08% of portfolio
|
Q3 2025
Reduced 26.52%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Oct 14, 2025 Q3 2025 |
3,637
shares
|
$218,147
0.11% of portfolio
|
Q3 2025
Reduced 14.54%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
3,597
shares
|
$215,748
0.04% of portfolio
|
Q3 2025
Added 2298.0%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
3,578
shares
|
$214,608
0.2% of portfolio
|
Q4 2025
Reduced 7.57%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
3,517
shares
|
$210,949
0.03% of portfolio
|
Q3 2025
Reduced 25.2%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
3,432
shares
|
$205,851
0.02% of portfolio
|
Q1 2025
Reduced 28.49%
|
|