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Disclosery

FTSM FIRST TR EXCHANGE-TRADED FD

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FIRST TR ENH NEW (fund)

432 managers (437 13F filers) reported a position in FTSM shares at 2024-12-31, 78,433,289 shares in all. 37 filers opened a position and 31 filers sold out during the quarter.

Managers
432
13F filers
437
New
37
Added
143
Reduced
181
Sold out
31
Shares held by filers
78,433,289

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Friedenthal Financial304$18.2K0.01%+5913F-HRTimeline
BLAIR WILLIAM & CO/IL264$15.8K<0.01%+213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.245$14.6K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC219$13K<0.01%+5113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…167$9.98K<0.01%-613F-HRTimelineGroup
Truvestments Capital LLC165$9.86K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …150$8.97K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC138$8.25K<0.01%013F-HRTimeline
Towne Trust Company, N.A100$5.98K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC100$5.98K<0.01%013F-HRTimeline
JNBA Financial Advisors96$5.75K<0.01%+113F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC91$5.44K<0.01%new13F-HRTimeline
Bellwether Advisors, LLC71$4.24K<0.01%new13F-HRTimeline
GAMMA Investing LLC66$3.94K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…52$3.11K<0.01%new13F-HRTimelineGroup
Nordwand Advisors, LLC40$2.39K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.26$2K<0.01%new13F-HRTimeline
PSI Advisors, LLC33$1.97K<0.01%-1,28313F-HRTimeline
LANARK FINANCIAL, INC.27$1.67K0.15%-19,37013F-HRTimeline
NFSG Corp27$1.61K<0.01%013F-HRTimeline
Kessler Investment Group, LLC25$1.49K<0.01%013F-HRTimeline
Caitlin John, LLC25$1.49K<0.01%013F-HRTimeline
Clearstead Advisors, LLC25$1.48K<0.01%-9313F-HRTimeline
Comprehensive Financial Planning, Inc./…23$1.38K<0.01%13F-HRTimeline
Hexagon Capital Partners LLC22$1.31K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department21$1.25K<0.01%13F-HRTimelineGroup
SBI Securities Co., Ltd.15$897<0.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8$478<0.01%-13013F-HRTimelineGroup
REAP Financial Group, LLC4$217<0.01%-1513F-HRTimeline
FMR LLCin group FMR LLC1$60<0.01%-6013F-HRTimelineGroup
Rakuten Securities, Inc.1$60<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP129,253$35.4K+93513F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.