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 |
|---|---|---|---|---|---|
|
Refined Wealth Management
|
Jan 22, 2025 Q4 2024 |
14,811
shares
|
$887,475
0.67% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
14,559
shares
|
$872,375
0.44% of portfolio
|
Q4 2024
Reduced 36.05%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
14,517
shares
|
$869,858
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
14,433
shares
|
$864,825
0.01% of portfolio
|
Q4 2024
Reduced 57.29%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,052
shares
|
$841,995
0.03% of portfolio
|
Q4 2024
Reduced 42.4%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
13,633
shares
|
$816,889
0.0% of portfolio
|
Q4 2024
Reduced 75.24%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
13,606
shares
|
$815,271
0.17% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
13,104
shares
|
$785,191
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
13,039
shares
|
$781,296
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
12,770
shares
|
$765,178
0.13% of portfolio
|
Q4 2024
Reduced 38.47%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
12,742
shares
|
$763,500
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
12,651
shares
|
$758,047
0.01% of portfolio
|
Q4 2024
Added 71.19%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
12,641
shares
|
$757,448
0.25% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
12,493
shares
|
$748,580
0.2% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
12,446
shares
|
$745,764
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
12,328
shares
|
$738,693
0.16% of portfolio
|
Q4 2024
Reduced 52.14%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
12,278
shares
|
$735,697
0.34% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
12,140
shares
|
$727,428
0.35% of portfolio
|
Q4 2024
Reduced 17.69%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
12,108
shares
|
$725,511
0.01% of portfolio
|
Q4 2024
Reduced 51.72%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
11,586
shares
|
$694,233
0.0% of portfolio
|
Q4 2024
Reduced 18.04%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
11,525
shares
|
$690,578
0.03% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
11,429
shares
|
$684,825
0.09% of portfolio
|
Q4 2024
Added 15.37%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
11,397
shares
|
$682,908
0.22% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
11,213
shares
|
$671,882
0.18% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
11,164
shares
|
$668,946
0.21% of portfolio
|
Q1 2025
Added 10.72%
|