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 468 institutions that hold shares in the stock, with a total of 84.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cannon Advisors, Inc.
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
24,722
shares
|
$1.48 Million
1.26% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
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%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
24,446
shares
|
$1.46 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
24,048
shares
|
$1.44 Million
0.14% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
23,996
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
23,941
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
23,590
shares
|
$1.41 Million
0.05% of portfolio
|
Q4 2024
Added 113.23%
|
|
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
23,293
shares
|
$1.4 Million
0.66% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
22,808
shares
|
$1.37 Million
0.36% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
22,750
shares
|
$1.36 Million
0.41% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
22,408
shares
|
$1.34 Million
0.52% of portfolio
|
Q2 2022
Added 191.35%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
22,386
shares
|
$1.34 Million
0.56% of portfolio
|
Q4 2024
Added 18.07%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
22,344
shares
|
$1.34 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
21,659
shares
|
$1.3 Million
0.2% of portfolio
|
Q3 2024
Added 23.73%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
21,659
shares
|
$1.3 Million
0.88% of portfolio
|
Q1 2023
Added 35.42%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
21,549
shares
|
$1.29 Million
0.33% of portfolio
|
Q4 2024
Reduced 12.57%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
20,956
shares
|
$1.26 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
20,581
shares
|
$1.23 Million
0.07% of portfolio
|
Q4 2024
Added 123.56%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
20,566
shares
|
$1.23 Million
3.31% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
20,230
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
20,227
shares
|
$1.21 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
20,042
shares
|
$1.2 Million
0.28% of portfolio
|
Q4 2024
Added 17.66%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
19,898
shares
|
$1.19 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
19,854
shares
|
$1.19 Million
0.33% of portfolio
|
Q3 2024
New holding
|