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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
248,049
shares
|
$14.8 Million
0.86% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
247,297
shares
|
$14.8 Million
1.18% of portfolio
|
Q4 2024
Added 76.57%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
245,046
shares
|
$14.7 Million
8.49% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
237,307
shares
|
$14.2 Million
0.16% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
234,497
shares
|
$14 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
233,288
shares
|
$14 Million
0.02% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
228,785
shares
|
$13.7 Million
0.51% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
225,240
shares
|
$13.5 Million
7.17% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
220,491
shares
|
$13.2 Million
2.36% of portfolio
|
Q4 2024
Reduced 18.89%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
218,789
shares
|
$13.1 Million
9.18% of portfolio
|
Q4 2024
Reduced 23.73%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
217,025
shares
|
$13 Million
4.35% of portfolio
|
Q3 2024
Reduced 54.61%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
216,574
shares
|
$13 Million
2.13% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
210,712
shares
|
$12.6 Million
5.56% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
210,457
shares
|
$12.6 Million
0.03% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
210,435
shares
|
$12.6 Million
3.38% of portfolio
|
Q4 2024
Added 12.92%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
204,810
shares
|
$12.3 Million
0.11% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
201,959
shares
|
$12.1 Million
8.08% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
196,377
shares
|
$11.8 Million
0.13% of portfolio
|
Q4 2024
Reduced 30.35%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
195,029
shares
|
$11.7 Million
0.55% of portfolio
|
Q4 2024
Added 23.54%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
184,534
shares
|
$11 Million
1.46% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
183,266
shares
|
$11 Million
0.66% of portfolio
|
Q4 2024
Reduced 15.36%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
181,070
shares
|
$10.8 Million
2.89% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
174,844
shares
|
$10.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.85%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
171,160
shares
|
$10.2 Million
2.34% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
169,007
shares
|
$10.1 Million
5.23% of portfolio
|
Q4 2024
Added 83.11%
|