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 424 institutions that hold shares in the stock, with a total of 82.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grant
|
Oct 15, 2024 Q3 2024 |
15,781
shares
|
$946,070
0.47% of portfolio
|
Q3 2024
Reduced 24.27%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
15,205
shares
|
$911,539
0.21% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Refined Wealth Management
|
Oct 18, 2024 Q3 2024 |
14,977
shares
|
$897,871
0.69% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
14,916
shares
|
$894,214
0.01% of portfolio
|
Q3 2024
Added 86.96%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
14,750
shares
|
$884,262
0.45% of portfolio
|
Q3 2024
Reduced 18.78%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
14,702
shares
|
$881,384
0.0% of portfolio
|
Q3 2024
Reduced 43.55%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
14,606
shares
|
$875,629
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
14,550
shares
|
$872,272
0.14% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
14,492
shares
|
$868,795
0.03% of portfolio
|
Q3 2024
Reduced 20.51%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
14,483
shares
|
$868,255
0.23% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
14,214
shares
|
$852,129
0.0% of portfolio
|
Q3 2024
Reduced 51.77%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
14,136
shares
|
$847,453
0.0% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
14,086
shares
|
$844,455
0.66% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
13,935
shares
|
$835,403
0.6% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
13,335
shares
|
$799,433
0.29% of portfolio
|
Q3 2024
Reduced 16.57%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
13,239
shares
|
$793,678
0.04% of portfolio
|
Q3 2024
Reduced 85.47%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
13,104
shares
|
$785,584
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
12,875
shares
|
$771,856
0.05% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
12,434
shares
|
$745,418
0.21% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
12,263
shares
|
$735,166
0.58% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
12,250
shares
|
$734,387
0.34% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
12,013
shares
|
$720,179
0.14% of portfolio
|
Q3 2024
Added 64.43%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
11,805
shares
|
$707,709
0.29% of portfolio
|
Q3 2024
Reduced 32.62%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
11,660
shares
|
$699,017
0.25% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
11,499
shares
|
$689,365
0.14% of portfolio
|
Q3 2024
Added 11.84%
|