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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
29,472
shares
|
$1.76 Million
0.13% of portfolio
|
Q4 2024
Reduced 33.62%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
29,310
shares
|
$1.75 Million
0.91% of portfolio
|
Q4 2024
Reduced 36.97%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
29,086
shares
|
$1.74 Million
0.38% of portfolio
|
Q4 2024
Added 42.24%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
28,794
shares
|
$1.72 Million
0.49% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
28,177
shares
|
$1.69 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
27,556
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.32%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
27,466
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
27,066
shares
|
$1.62 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
27,029
shares
|
$1.62 Million
0.67% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
26,670
shares
|
$1.6 Million
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
26,375
shares
|
$1.58 Million
0.1% of portfolio
|
Q3 2024
Reduced 36.62%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
26,307
shares
|
$1.57 Million
0.23% of portfolio
|
Q4 2024
Reduced 35.97%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
26,233
shares
|
$1.57 Million
0.6% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
26,131
shares
|
$1.56 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,900
shares
|
$1.55 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
25,677
shares
|
$1.54 Million
1.43% of portfolio
|
Q1 2023
Reduced 48.8%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
25,656
shares
|
$1.53 Million
0.17% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
25,324
shares
|
$1.51 Million
0.71% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
25,288
shares
|
$1.51 Million
0.05% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
25,210
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 71.47%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
25,099
shares
|
$1.5 Million
0.6% of portfolio
|
Q4 2024
Reduced 16.66%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
25,081
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
24,875
shares
|
$1.49 Million
0.29% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
24,707
shares
|
$1.48 Million
1.19% of portfolio
|
Q4 2024
Added 589.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
24,593
shares
|
$1.47 Million
0.01% of portfolio
|
Q4 2024
Added 73.02%
|