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Disclosery

FTSM FIRST TR EXCHANGE-TRADED FD

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FIRST TR ENH NEW (fund)

423 managers (429 13F filers) reported a position in FTSM shares at 2026-03-31, 85,466,189 shares in all. 48 filers opened a position and 26 filers sold out during the quarter.

Managers
423
13F filers
429
New
48
Added
147
Reduced
183
Sold out
26
Shares held by filers
85,466,189

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ELEVATION POINT WEALTH PARTNERS, LLC26,622$1.59M0.04%+17,57013F-HRTimeline
Chicago Partners Investment Group LLC25,876$1.55M0.03%+3,26213F-HRTimeline
Maia Wealth LLC25,284$1.51M0.26%-1,51713F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL25,000$1.49M0.03%013F-HRTimeline
PRIVATE TRUST CO NA24,990$1.49M0.13%-8,71813F-HRTimeline
Scarborough Advisors, LLC24,731$1.48M0.16%-42113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC24,701$1.48M0.02%013F-HRTimelineGroup
IMG Wealth Management, Inc.24,122$1.44M0.92%-53413F-HRTimeline
Cannon Advisors, Inc.23,929$1.43M1.06%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC23,222$1.39M0.1%-3,64013F-HRTimeline
CONDOR CAPITAL MANAGEMENT23,217$1.39M0.12%-3,45313F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding23,011$1.38M+13,122Timeline
TKG Advisors, LLC23,003$1.38M0.57%new13F-HRTimeline
Brown Financial Advisors22,804$1.36M0.52%-1,07713F-HRTimeline
Avior Wealth Management, LLC22,762$1.36M0.04%new13F-HRTimeline
Paladin Wealth, LLC22,562$1.35M0.93%+69913F-HRTimeline
Creative Planningin group Creative Planning22,561$1.35M<0.01%+8,20713F-HRTimelineGroup
Uncommon Cents Investing LLC22,120$1.32M0.31%+5513F-HRTimeline
G&S Capital LLC22,116$1.32M0.46%new13F-HRTimeline
White Wing Wealth Management22,113$1.32M0.79%+6,87113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC20,915$1.25M<0.01%+1,88513F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…20,857$1.25M0.04%+9,38613F-HRTimelineGroup
Second Line Capital, LLC20,800$1.24M0.24%-213,04113F-HRTimeline
Cambridge Advisors Inc.20,804$1.24M0.24%-39513F-HRTimeline
Composition Wealth, LLC20,631$1.23M0.02%013F-HRTimeline
Darwin Wealth Management, LLC20,615$1.23M0.38%+5,93913F-HRTimeline
DAGCO, INC.20,578$1.23M0.27%+8,91313F-HRTimeline
KKM Financial LLC19,319$1.16M0.21%013F-HRTimeline
Symphony Financial, Ltd. Co.18,883$1.13M0.15%-7,42513F-HRTimeline
LANARK FINANCIAL, INC.18,650$1.11M0.08%-61613F-HRTimeline
Weitzel Financial Services, Inc.18,141$1.08M0.41%-1,10613F-HRTimeline
MTM Investment Management, LLC17,908$1.07M0.34%+113F-HRTimeline
Park Square Financial Group, LLC17,840$1.07M8.1%-1,22713F-HRTimeline
OneDigital Investment Advisors LLC17,792$1.06M0.01%+8,39513F-HRTimeline
Family Capital Management, Inc.17,113$1.02M0.45%-14,25813F-HRTimeline
Wealth Watch Advisors, INC16,733$1M0.42%+86413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,600$992K<0.01%new13F-HRTimeline
Keystone Financial Group16,487$986K0.07%new13F-HRTimeline
Strategic Financial Concepts, LLC16,002$977K0.24%new13F-HRTimeline
Regal Investment Advisors LLC15,749$941K0.05%new13F-HRTimeline
First Financial Group Corp15,318$916K0.75%+7713F-HRTimeline
World Investment Advisors15,197$908K0.01%new13F-HRTimeline
Signal Advisors Wealth, LLC15,015$898K0.06%+4,70213F-HRTimeline
MAI Capital Management14,622$874K<0.01%+35213F-HRTimeline
Wealth Management Associates, Inc.14,540$869K0.3%-71113F-HRTimeline
Stenger Family Office, LLC14,430$863K0.15%new13F-HRTimeline
Refined Wealth Management14,209$849K0.54%013F-HRTimeline
GeoWealth Management, LLC14,055$840K0.03%new13F-HRTimeline
Prasad Wealth Partners, LLC13,895$831K0.23%+71213F-HRTimeline
Front Row Advisors LLC13,800$828K0.28%-2,20013F-HRTimeline
Coastwise Capital Group, LLC13,447$804K0.45%-21813F-HRTimeline
Texas Yale Capital Corp.13,385$800K0.02%-5,50013F-HRTimeline
PFG Investments, LLC13,238$791K0.04%+9,12813F-HRTimeline
SLT Holdings LLC13,238$791K0.56%+113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,088$782K0.06%-13,61913F-HRTimeline
Smith Partners Wealth Management, LLC12,790$765K0.68%013F-HRTimeline
Prosperity Consulting Group, LLC12,509$748K0.03%-3,31313F-HRTimeline
Mattson Financial Services, LLC12,486$746K0.18%+71813F-HRTimeline
Midwest Financial Network, LLC12,462$745K0.59%-1,83713F-HRTimeline
Madden Advisory Services, Inc.12,280$734K0.29%-1813F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding12,218$730K+6,109Timeline
Advyzon Investment Management, LLC12,117$724K0.06%-2,69513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC12,098$723K0.25%-27,49013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,923$713K<0.01%+5,48313F-HRTimeline
Wagner Wealth Management, LLC11,625$695K0.14%+7613F-HRTimeline
WORLD EQUITY GROUP, INC.11,538$690K0.18%-1,12813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…11,484$687K0.02%-13,57213F-HRTimelineGroup
Main Street Financial Solutions, LLC11,401$682K0.05%+813F-HRTimeline
PKS Advisory Services, LLC11,288$675K0.16%-3,27313F-HRTimeline
Sowell Financial Services LLC11,168$668K0.02%-8713F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC11,122$665K0.68%13F-HRTimeline
Objective Capital Management, LLC10,867$650K0.66%+2613F-HRTimeline
Waverly Advisors, LLC10,856$649K<0.01%+72413F-HRTimeline
Luken Investment Analytics, LLC10,636$636K0.24%-364,64813F-HRTimeline
Moors & Cabot, Inc.10,540$630K0.03%-17813F-HRTimeline
TCV Trust & Wealth Management, Inc.10,125$605K0.05%013F-HRTimeline
Archer Investment Corp10,015$599K0.13%-72613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,814$587K<0.01%-90313F-HRTimelineGroup
Valmark Advisers, Inc.9,733$582K0.01%-1,62113F-HRTimeline
Wilkerson Advisory Group LLC9,733$582K0.2%-56213F-HRTimeline
Sage Capital Advisors,llc9,554$571K0.13%-3,27113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,402$562K<0.01%013F-HRTimelineGroup
Crumly & Associates Inc.9,324$557K0.12%013F-HRTimeline
QP WEALTH MANAGEMENT, LLC9,323$557K0.95%+1,35113F-HRTimeline
Latitude Advisors, LLC9,224$551K0.25%-1313F-HRTimeline
FSC Wealth Advisors, LLC9,116$545K10.4%-90,76313F-HRTimeline
Qube Research & Technologies Ltd9,021$539K<0.01%new13F-HRTimeline
Gibbs Wealth Management8,867$530K0.07%+3,99313F-HRTimeline
Tortuga Wealth Management, Inc8,673$518K0.48%+91113F-HRTimeline
SeaCrest Wealth Management, LLC8,605$514K0.06%-33513F-HRTimeline
Vines Capital Management, LLC8,596$514K0.51%013F-HRTimeline
Aries Wealth Management8,500$508K0.11%013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC8,404$502K0.35%-56013F-HRTimeline
First Heartland Consultants, Inc.8,370$500K0.04%013F-HRTimeline
Orion Porfolio Solutions, LLC8,135$486K<0.01%-23,12013F-HRTimeline
Collaborative Wealth Managment Inc.8,118$485K0.22%new13F-HRTimeline
Rathbones Group PLC8,111$485K<0.01%-31713F-HR/ATimeline
BYRNE FINANCIAL FREEDOM, LLC8,010$479K0.23%new13F-HRTimeline
RAHLFS CAPITAL, LLC7,850$469K0.34%013F-HRTimeline
Meridian Wealth Management, LLC7,593$454K0.02%+11413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,355$440K0.03%+7,23513F-HRTimelineGroup
Sovran Advisors, LLC7,192$430K0.03%-73113F-HRTimeline
Capital Investment Counsel, LLC7,184$429K0.06%-61013F-HRTimeline
Strid Group, LLC7,141$427K0.05%-3,93013F-HRTimeline
FLOW TRADERS U.S. LLC7,077$423K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.7,050$421K0.02%-1,43713F-HRTimeline
Brookwood Investment Group LLC7,036$421K0.05%+1,39913F-HRTimeline
Huntleigh Advisors, Inc.6,974$417K0.07%+3,53713F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd6,900$412K<0.01%new13F-HRTimelineGroup
Lunt Capital Management, Inc.6,803$407K0.16%013F-HRTimeline
Forty-three Eighteen Advisors, LLC6,585$394K0.3%013F-HRTimeline
LEE DANNER & BASS INC6,550$392K0.02%013F-HRTimeline
Dynamic Advisor Solutions LLC6,445$385K0.01%-66213F-HRTimeline
Troutman Wealth Management, LLC6,348$379K0.32%-6213F-HRTimeline
San Luis Wealth Advisors LLC6,132$367K0.06%+1013F-HRTimeline
Schwallier Wealth Management LLC6,094$364K0.27%-2,70313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,875$351K0.02%-6513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,847$349K<0.01%-2,88113F-HRTimelineGroup
Flaharty Asset Management, LLC5,826$348K0.04%-241,29613F-HRTimeline
Cherry Creek Investment Advisors, Inc.5,715$342K0.15%+3313F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,708$341K0.01%+1,41013F-HRTimeline
BLUELINE ADVISORS LLC5,522$331K0.26%-44013F-HRTimeline
CRUX WEALTH ADVISORS5,515$330K0.13%+64213F-HRTimeline
Tidemark, LLC5,459$326K0.08%+613F-HRTimeline
Richmond Investment Services, LLC5,336$319K0.05%-3313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,125$306K0.03%-41313F-HRTimeline
Merkkuri Wealth Advisors LLC5,089$304K0.2%+2713F-HRTimeline
Keebeck Wealth Management5,045$303K0.03%-1,10513F-HRTimeline
Delos Wealth Advisors, LLC5,000$299K0.17%new13F-HRTimeline
BRADY FAMILY WEALTH, LLC4,954$296K0.09%-6713F-HRTimeline
Advisory Services Network, LLC4,819$288K<0.01%-30013F-HRTimeline
AssuredPartners Investment Advisors, LLC4,730$283K0.03%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,543$272K<0.01%new13F-HRTimeline
PFS Partners, LLC4,499$269K0.12%-99713F-HRTimeline
OakTrust Wealth Advisors, LLC4,450$266K0.24%+3113F-HRTimeline
PFG Advisors4,388$262K0.01%+20113F-HRTimeline
Del-Sette Capital Management, LLC4,286$256K0.15%+35713F-HRTimeline
Ascension Capital Advisors, Inc.4,280$256K0.08%-41613F-HRTimeline
Signature Equity Partners, LLC4,263$255K0.14%+1,83813F-HRTimeline
Elevation Advisory Partners LLC4,180$251K0.23%13F-HRTimeline
Parallel Advisors, LLC4,124$247K<0.01%+3,98613F-HR/ATimeline
Perennial Investment Advisors, LLC4,071$243K0.02%+7513F-HRTimeline
Valeo Financial Advisors, LLC4,069$243K0.01%+21913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,020$240K<0.01%new13F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT4,000$239K0.03%013F-HRTimeline
PMV Capital Advisers, LLC3,983$238K0.4%-96813F-HRTimeline
CacheTech Inc.3,966$237K0.05%013F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …3,950$236K0.16%013F-HRTimelineGroup
Simmons Bankin group Simmons Bank3,930$235K0.02%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management3,866$231K<0.01%-43513F-HRTimelineGroup
Strait & Sound Wealth Management LLC3,835$229K0.09%-46813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,804$227K<0.01%new13F-HR/ATimelineGroup
Southland Equity Partners LLC3,794$227K0.04%-4713F-HRTimeline
Stonebridge Financial Planning Group, L…3,719$222K0.08%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,715$222K<0.01%new13F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,650$218K0.02%-1,28413F-HRTimelineGroup
TrueWealth Advisors, LLC3,612$216K0.05%-9313F-HRTimeline
Redwood Wealth Management Group, LLC3,559$213K0.09%-9113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,533$211K<0.01%-1,14213F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.3,452$206K0.15%+20913F-HRTimeline
IFS Group,LLC3,451$206K0.18%13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC3,370$201K0.06%-6013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,178$190K0.01%-73113F-HRTimeline
AMERIFLEX GROUP, INC.3,096$185K0.09%-11213F-HRTimeline
OAKWORTH CAPITAL, INC.2,500$149K0.01%new13F-HRTimeline
Nova Wealth Management, Inc.2,450$146K0.1%-1,28313F-HRTimeline
Westside Investment Management, Inc.2,100$126K0.02%013F-HRTimeline
Dunhill Financial, LLC2,086$125K0.03%new13F-HRTimeline
Global Trust Asset Management, LLC2,060$123K0.05%013F-HRTimeline
Private Wealth Asset Management, LLC2,000$120K0.01%013F-HRTimeline
Root Financial Partners, LLC1,678$100K<0.01%-20013F-HRTimeline
Larson Financial Group LLC1,567$93.7K<0.01%+25913F-HRTimeline
Keating Financial Advisory Services, In…1,542$92.2K0.01%+50013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,495$89.4K0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC1,438$86K0.04%new13F-HRTimeline
Glen Eagle Advisors, LLC1,238$74K0.01%+313F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,206$72.1K0.01%-25513F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,088$65K0.02%-14113F-HRTimeline
CoreCap Advisors, LLC1,054$63K<0.01%-11,35713F-HRTimeline
Philadelphia Investment Partners, LLC1,053$63K0.04%13F-HRTimeline
KELLEHER FINANCIAL ADVISORS921$55.1K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.915$54.7K0.02%013F-HRTimeline
Smartleaf Asset Management LLC906$54.3K<0.01%+68213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…900$53.8K<0.01%-25013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.850$50.8K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust800$47.8K<0.01%013F-HRTimeline
Anchor Investment Management, LLC700$41.8K<0.01%new13F-HRTimeline
Insight Inv LLC700$41.8K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL691$41.3K<0.01%-3713F-HRTimeline
Sunbelt Securities, Inc.649$38.8K<0.01%+413F-HRTimeline
TSFG, LLC643$38K0.01%+413F-HRTimeline
Cornerstone Planning Group LLC533$31.8K<0.01%+813F-HRTimeline
JFS WEALTH ADVISORS, LLC500$30K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC500$29.9K0.01%013F-HRTimeline
Sound Income Strategies, LLC405$24.2K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…290$17.3K<0.01%013F-HRTimelineGroup
Pacific Center for Financial Services276$16.5K<0.01%new13F-HRTimeline
3 FACTOR INDEXING, LLC233$13.9K0.01%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC219$13K<0.01%013F-HRTimelineGroup
Heritage Wealth Advisors192$11.5K<0.01%new13F-HRTimeline