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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
112,916
shares
|
$6.75 Million
0.2% of portfolio
|
Q4 2024
Added 80.61%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
108,810
shares
|
$6.51 Million
0.11% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
104,699
shares
|
$6.26 Million
2.01% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
103,489
shares
|
$6.19 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
102,650
shares
|
$6.14 Million
2.59% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
102,343
shares
|
$6.12 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
100,792
shares
|
$6.03 Million
0.06% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
98,120
shares
|
$5.87 Million
0.19% of portfolio
|
Q4 2024
Reduced 19.29%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Feb 03, 2025 Q4 2024 |
96,609
shares
|
$5.78 Million
5.27% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
96,469
shares
|
$5.77 Million
0.88% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
94,605
shares
|
$5.66 Million
1.49% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
93,873
shares
|
$5.61 Million
0.8% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
91,173
shares
|
$5.45 Million
2.02% of portfolio
|
Q3 2024
Added 352.85%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
91,142
shares
|
$5.45 Million
0.58% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
90,603
shares
|
$5.42 Million
3.63% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
86,046
shares
|
$5.15 Million
0.46% of portfolio
|
Q4 2024
Reduced 30.26%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
82,054
shares
|
$4.91 Million
0.48% of portfolio
|
Q4 2022
Added 11.4%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
76,711
shares
|
$4.59 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
75,062
shares
|
$4.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 59.84%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
74,606
shares
|
$4.46 Million
2.2% of portfolio
|
Q3 2024
Reduced 14.67%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
72,993
shares
|
$4.37 Million
0.07% of portfolio
|
Q3 2024
Added 5000.84%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
72,934
shares
|
$4.36 Million
2.02% of portfolio
|
Q3 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
72,748
shares
|
$4.35 Million
0.05% of portfolio
|
Q3 2024
Added 18.82%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
70,716
shares
|
$4.23 Million
0.08% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
70,046
shares
|
$4.19 Million
0.13% of portfolio
|
Q3 2024
Reduced 22.09%
|