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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
11,000
shares
|
$659,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Mar 18, 2025 Q4 2024 |
10,674
shares
|
$639,586
0.44% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
10,613
shares
|
$635,930
0.12% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
10,602
shares
|
$635,271
0.09% of portfolio
|
Q1 2025
Reduced 29.02%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
10,466
shares
|
$627,122
0.25% of portfolio
|
Q1 2025
Reduced 20.36%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
10,435
shares
|
$625,265
0.31% of portfolio
|
Q2 2022
Reduced 11.89%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,121
shares
|
$606,450
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
9,953
shares
|
$596,383
0.32% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
9,910
shares
|
$593,807
0.13% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
9,865
shares
|
$591,110
0.29% of portfolio
|
Q1 2024
Added 52.71%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
9,626
shares
|
$576,789
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
9,474
shares
|
$567,682
0.01% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
9,376
shares
|
$561,809
0.02% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,366
shares
|
$561,210
0.43% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
9,164
shares
|
$549,106
0.46% of portfolio
|
Q1 2025
Added 94.9%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
9,158
shares
|
$548,747
0.28% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
9,123
shares
|
$546,650
0.32% of portfolio
|
Q4 2023
Reduced 22.41%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
9,014
shares
|
$540,118
0.25% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
United Capital Management Of Ks, Inc.
|
Feb 10, 2025 Q4 2024 |
8,886
shares
|
$532,449
0.11% of portfolio
|
Q4 2024
Added 13.01%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
8,861
shares
|
$530,951
0.01% of portfolio
|
Q4 2022
Reduced 1.13%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
8,845
shares
|
$529,992
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
8,700
shares
|
$521,304
0.41% of portfolio
|
Q4 2024
Reduced 29.05%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
8,500
shares
|
$509,320
0.14% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
8,336
shares
|
$499,493
0.03% of portfolio
|
Q4 2024
Added 230.66%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
8,163
shares
|
$489,126
0.0% of portfolio
|
Q4 2024
Added 6.11%
|