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 |
|---|---|---|---|---|---|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
4,024
shares
|
$240,675
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
3,964
shares
|
$237,086
0.41% of portfolio
|
Q3 2023
Added 9.78%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
3,858
shares
|
$230,746
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,850
shares
|
$230,268
0.01% of portfolio
|
Q1 2024
Reduced 39.37%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
3,783
shares
|
$226,261
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
3,619
shares
|
$216,452
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
3,517
shares
|
$210,351
0.03% of portfolio
|
Q3 2024
Reduced 58.22%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
3,510
shares
|
$209,933
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
3,500
shares
|
$209,335
0.01% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
3,429
shares
|
$205,088
0.08% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,427
shares
|
$204,968
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
3,397
shares
|
$203,174
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
3,349
shares
|
$200,303
0.09% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
3,185
shares
|
$190,494
0.01% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
2,900
shares
|
$173,449
0.04% of portfolio
|
Q4 2024
Reduced 32.42%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,781
shares
|
$166,331
0.0% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,660
shares
|
$159,094
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,521
shares
|
$150,781
0.01% of portfolio
|
Q3 2024
Added 26.43%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
2,150
shares
|
$128,591
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,062
shares
|
$123,328
0.09% of portfolio
|
Q4 2024
Reduced 31.59%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
1,995
shares
|
$119,320
0.06% of portfolio
|
Q3 2024
Reduced 77.8%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1,898
shares
|
$113,519
0.05% of portfolio
|
Q4 2024
Reduced 22.72%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,686
shares
|
$100,839
0.01% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,522
shares
|
$91,030
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,415
shares
|
$84,631
0.02% of portfolio
|
Q3 2024
Reduced 28.35%
|