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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,225
shares
|
$73,267
0.01% of portfolio
|
Q4 2019
Reduced 36.73%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
1,175
shares
|
$70,276
0.05% of portfolio
|
Q1 2024
Reduced 31.88%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,166
shares
|
$69,738
0.0% of portfolio
|
Q4 2024
Added 297.95%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
915
shares
|
$54,726
0.02% of portfolio
|
Q4 2023
Reduced 28.79%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
862
shares
|
$51,556
0.05% of portfolio
|
Q4 2024
Reduced 77.11%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
800
shares
|
$47,848
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
612
shares
|
$36,603
0.01% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
591
shares
|
$35,347
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
543
shares
|
$32,476
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
500
shares
|
$29,905
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
500
shares
|
$29,905
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
473
shares
|
$28,290
0.01% of portfolio
|
Q2 2024
Reduced 11.26%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
397
shares
|
$23,744
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
359
shares
|
$21,471
0.02% of portfolio
|
Q1 2022
Reduced 60.07%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
335
shares
|
$20,036
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
320
shares
|
$19,139
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
304
shares
|
$18,182
0.01% of portfolio
|
Q4 2024
Added 24.08%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
262
shares
|
$15,670
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
245
shares
|
$14,653
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
173
shares
|
$10,347
0.0% of portfolio
|
Q3 2024
Added 143.66%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
168
shares
|
$10,048
0.0% of portfolio
|
Q3 2024
Reduced 93.41%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
165
shares
|
$9,868
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
150
shares
|
$8,971
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
138
shares
|
$8,253
0.0% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
100
shares
|
$5,981
0.0% of portfolio
|
Q4 2024
New holding
|