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 450 institutions that hold shares in the stock, with a total of 83.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
13,305,851
shares
|
$798 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
9,374,551
shares
|
$562 Million
0.18% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
7,777,623
shares
|
$467 Million
0.09% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,156,105
shares
|
$189 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,947,122
shares
|
$177 Million
0.03% of portfolio
|
Q2 2025
Added 8.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,517,513
shares
|
$151 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,425,855
shares
|
$146 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
1,861,233
shares
|
$112 Million
5.56% of portfolio
|
Q3 2025
Added 18.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,779,728
shares
|
$107 Million
0.13% of portfolio
|
Q3 2025
Added 28.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,773,377
shares
|
$106 Million
0.14% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,174,724
shares
|
$70.5 Million
0.1% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,105,451
shares
|
$66.3 Million
0.06% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
1,038,505
shares
|
$62.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 28.03%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,016,229
shares
|
$61 Million
6.47% of portfolio
|
Q4 2024
Reduced 15.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
926,493
shares
|
$55.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 19.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
885,733
shares
|
$53.1 Million
0.15% of portfolio
|
Q3 2025
Reduced 15.83%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
857,954
shares
|
$51.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
745,383
shares
|
$44.7 Million
18.72% of portfolio
|
Q3 2025
Reduced 28.92%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
656,617
shares
|
$39.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 17.53%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
626,166
shares
|
$37.6 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
605,766
shares
|
$36.3 Million
0.77% of portfolio
|
Q3 2025
Added 43.15%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
564,814
shares
|
$33.9 Million
0.05% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
545,893
shares
|
$32.7 Million
6.13% of portfolio
|
Q1 2024
Reduced 44.66%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
492,023
shares
|
$29.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
454,101
shares
|
$27.2 Million
0.16% of portfolio
|
Q3 2025
Added 15.29%
|
|