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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
MORGAN STANLEYin group MORGAN STANLEY12,224,745$731M0.05%-90,51113F-HR/ATimelineGroup
LPL Financial LLC8,859,290$530M0.22%+490,77213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,483,225$447M0.11%-144,93013F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,860,704$231M0.05%+433,09313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,592,129$155M0.06%13F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,457,062$147M0.01%-181,00313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,339,355$140M0.03%-95,49513F-HRTimelineGroup
Bramshill Investments, LLC1,634,231$97.7M15.35%+155,24913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,550,113$92.7M0.21%-26,59913F-HR/ATimelineGroup
Cetera Investment Advisers1,532,049$91.6M0.19%+151,61713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,389,400$83M0.12%-1,30013F-HRTimeline
Csenge Advisory Group1,127,982$67.4M3.66%-2,78813F-HRTimeline
Cambridge Investment Research Advisors,…1,039,013$62.1M0.21%-134,33313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,016,229$60.7M6.47%-183,89213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding956,453$57.2M+160,878Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP942,621$56.3M0.06%+104,81013F-HRTimelineGroup
Hansen & Associates Financial Group, In…853,416$51M25.97%-28,53713F-HRTimeline
GDS Wealth Management837,263$50M4.56%-634,78313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC727,414$43.5M0.06%+119,75713F-HRTimeline
Mariner, LLCin group Mariner, LLC563,941$33.7M0.06%-214,77313F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC534,545$31.9M0.65%-71,87113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP517,372$30.9M0.05%+209,25713F-HRTimelineGroup
Coppell Advisory Solutions LLC506,543$30.3M4.23%-6,66613F-HRTimeline
Independent Advisor Alliance464,730$27.8M0.37%new13F-HRTimeline
Kingsview Wealth Management, LLC459,743$27.5M0.54%-45,64813F-HRTimeline
Atria Investments, Inc450,885$26.9M0.34%-125,07313F-HRTimeline
Janney Montgomery Scott LLC442,971$26.5M0.07%+33,34413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding412,424$24.7M-55,347Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…389,071$23.3M0.04%+182,01513F-HR/ATimeline
IFP Advisors, Inc352,951$21.1M0.69%+59,90413F-HRTimeline
Prospera Financial Services Inc345,501$20.7M0.48%-68,59213F-HRTimeline
NewEdge Advisors, LLC342,257$20.5M0.12%+3,87213F-HRTimeline
TCP Asset Management, LLC314,504$18.8M4.15%new13F-HRTimeline
Western Wealth Management, LLC298,205$17.8M1.16%+50,15613F-HR/ATimeline
MANCHESTER FINANCIAL INC295,153$17.6M3.86%-41,29813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.288,858$17.3M0.11%+7,26513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding287,701$17.2M-41,638Timeline
HBK Sorce Advisory LLC283,486$16.9M0.51%-9,36213F-HRTimeline
HARBOUR INVESTMENTS, INC.275,126$16.4M0.47%-27,75913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.274,777$16.4M0.03%-10,94913F-HRTimelineGroup
Triumph Capital Management268,848$16.1M5.5%+28,86913F-HRTimeline
UPTICK PARTNERS, LLC261,409$15.6M5.66%+246,80313F-HRTimeline
Capital Investment Advisory Services, L…261,333$15.6M1.5%+5,27313F-HRTimeline
Jaffetilchin Investment Partners, LLC249,451$14.9M1.08%+8,23713F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC247,297$14.8M1.14%+107,24413F-HRTimelineGroup
Mainsail Financial Group, LLC245,046$14.6M8.49%+15,18913F-HRTimeline
TOWNSQUARE CAPITAL LLC237,307$14.2M0.16%-25,92913F-HRTimeline
Private Advisor Group, LLC234,497$14M0.08%-9,51013F-HRTimeline
HighTower Advisors, LLC233,288$13.9M0.02%+17,61013F-HRTimeline
PARK NATIONAL CORP /OH/228,785$13.7M0.5%-18,58213F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC225,240$13.5M7.37%+20,47913F-HRTimeline
Harvest Investment Services, LLC224,604$13.4M3.29%+7,57913F-HRTimeline
Financial Enhancement Group LLC220,491$13.2M2.02%-51,36713F-HRTimeline
RiverTree Advisors, LLC218,789$13.1M8.59%-68,07013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC216,574$12.9M2.07%+9,32113F-HRTimeline
1776 Wealth LLC210,712$12.6M5.79%-10,88513F-HRTimeline
Petix & Botte Co210,435$12.6M3.31%+24,07113F-HRTimeline
Steward Partners Investment Advisory, L…204,810$12.2M0.11%-31,33513F-HRTimeline
FSC Wealth Advisors, LLC201,959$12.1M7.77%-5,56213F-HRTimeline
Atria Wealth Solutions, Inc.196,377$11.7M0.13%-85,57513F-HRTimeline
Gladstone Institutional Advisory LLC195,029$11.7M0.54%+37,16113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…183,266$11M0.62%-33,24913F-HRTimeline
Ellsworth Advisors, LLC181,070$10.8M2.84%+10,60213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC174,844$10.5M0.02%-21,26913F-HRTimelineGroup
Creekmur Asset Management LLC171,160$10.2M2.34%+4,37713F-HRTimeline
Transcendent Capital Group LLC169,007$10.1M5.23%+76,70813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…166,256$9.94M0.01%+14,94713F-HRTimelineGroup
Sanctuary Advisors, LLC160,995$9.66M0.06%-10,13213F-HRTimeline
Sterling Manor Financial, LLC160,569$9.6M6.69%+4,10313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …157,381$9.41M0.14%-5,25013F-HRTimelineGroup
TD Capital Management LLC157,026$9.39M0.95%-4,71913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management156,848$9.37M0.29%new13F-HRTimelineGroup
Stablepoint Partners, LLC155,398$9.29M1.7%+27,36313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC152,141$9.09M0.01%-6,84413F-HRTimelineGroup
Cassia Capital Partners, LLC150,473$8.99M5.73%-71113F-HRTimeline
Virtus Wealth Solutions LLC147,767$8.83M2.08%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…147,490$8.82M0.02%+17,98113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC143,369$8.57M0.03%-20,75313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.138,479$8.28M0.45%-65,61313F-HR/ATimelineGroup
COMERICA BANK138,432$8.27M0.03%+17,59213F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO128,649$7.69M<0.01%-90,68513F-HRTimelineGroup
Nilsine Partners, LLC128,502$7.68M0.82%+27713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP128,053$7.65M0.01%+52,99113F-HRTimelineGroup
D.A. DAVIDSON & CO.126,363$7.55M0.06%+25,04213F-HRTimeline
Schwallier Wealth Management LLC123,813$7.4M5.63%-33,24113F-HRTimeline
Ifrah Financial Services, Inc.122,425$7.32M2.02%+3,21913F-HRTimeline
Ashton Thomas Private Wealth, LLC120,196$7.18M0.28%+6,54613F-HRTimeline
PCG Wealth Advisors, LLC116,994$6.99M2.58%+105,18913F-HRTimeline
Guided Capital Wealth Management, LLC115,782$6.92M6.34%13F-HRTimeline
Mutual Advisors, LLC112,916$6.76M0.2%+50,39713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.111,834$6.68M0.06%+11,04213F-HRTimelineGroup
Shilanski & Associates, Inc.104,699$6.26M2.01%-51113F-HRTimeline
NewEdge Wealth, LLC103,489$6.19M0.11%-1,29813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC102,650$6.14M2.6%-4,37013F-HRTimeline
Pine Valley Investments Ltd Liability Co102,343$6.12M0.4%-27413F-HRTimeline
Sigma Planning Corp98,120$5.86M0.18%-23,45213F-HRTimeline
Fairway Financial, LLC96,609$5.77M5.27%13F-HRTimeline
McGuire Investment Group, LLC96,469$5.77M0.83%+51213F-HRTimeline
Insight Advisors, LLC/ PA94,605$5.65M0.97%-2,63813F-HRTimeline
Moloney Securities Asset Management, LLC93,873$5.61M0.75%+4,25213F-HRTimeline
WealthPlan Investment Management, LLC91,142$5.45M0.54%+7,68713F-HRTimeline
Sebold Capital Management, Inc.90,603$5.42M3.63%-2,60313F-HRTimeline
Concorde Asset Management, LLC86,737$5.18M2.7%new13F-HRTimeline
Avestar Capital, LLC86,046$5.14M0.47%-37,33713F-HRTimeline
SYNOVUS FINANCIAL CORP80,958$4.84M0.06%+8,21013F-HRTimeline
Kinloch Capital, LLC80,728$4.83M2.42%+6,12213F-HRTimeline
Park Square Financial Group, LLC79,475$4.75M3.28%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…78,160$4.67M0.1%+1,44913F-HRTimelineGroup
Ausdal Financial Partners, Inc.71,463$4.27M0.37%+3,56513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC70,892$4.24M0.06%-2,10113F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…70,716$4.23M0.08%+1,11313F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC69,802$4.17M0.13%+52,24813F-HRTimelineGroup
Moment Partners, LLC69,438$4.15M0.79%13F-HRTimeline
EWG Elevate Inc.69,294$4.14M1.26%+2,92413F-HRTimeline
Secure Asset Management, LLC68,814$4.11M0.62%+3,21913F-HRTimeline
Snowden Capital Advisors LLC68,013$4.07M0.13%-2,03313F-HRTimeline
MGO ONE SEVEN LLC66,806$3.99M0.15%+13,14913F-HRTimeline
Castle Rock Wealth Management, LLC66,426$3.98M0.95%+5,44113F-HRTimeline
Aprio Wealth Management, LLC66,271$3.96M0.58%+2,97113F-HRTimeline
Arax Advisory Partners64,681$3.87M0.24%new13F-HRTimeline
Integrated Advisors Network LLC64,682$3.87M0.19%-3,01113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC64,316$3.84M0.45%-10,31913F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…63,089$3.77M0.13%+21,68213F-HRTimelineGroup
Cornerstone Wealth Management, LLC62,793$3.75M0.25%+15,23613F-HRTimeline
Towerpoint Wealth, LLC62,237$3.72M1.82%-13,25513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT61,192$3.66M0.27%+36113F-HRTimeline
Claris Financial LLC60,876$3.64M2.39%13F-HRTimeline
Integrated Wealth Concepts LLC59,979$3.58M0.04%+5,02813F-HRTimeline
Financial Advocates Investment Manageme…59,255$3.54M0.2%+8,29513F-HRTimeline
Foundations Investment Advisors, LLC57,779$3.45M0.07%-48,12113F-HRTimeline
Proactive Wealth Strategies LLC57,102$3.41M1.78%+2,34413F-HRTimeline
Texas Yale Capital Corp.56,840$3.4M0.14%-2,70013F-HRTimeline
Capasso Planning Partners LLC56,159$3.36M1.34%+27,31513F-HRTimeline
CWM, LLCin group CWM, LLC56,153$3.36M0.01%-1,83613F-HRTimelineGroup
Luken Investment Analytics, LLC55,877$3.34M1.55%-5,54613F-HRTimeline
Golden State Wealth Management, LLC55,618$3.32M0.5%13F-HRTimeline
Summit Wealth Partners, LLC54,315$3.25M0.67%+13,77913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC53,895$3.22M0.11%+10,09113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…52,109$3.12M0.26%new13F-HRTimeline
IMG Wealth Management, Inc.51,430$3.07M2.84%13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC50,028$2.99M12.43%-41113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS48,468$2.9M<0.01%-15,67713F-HRTimelineGroup
TKG Advisors, LLC48,312$2.9M1.34%-6,16913F-HRTimeline
Core Wealth Partners LLC48,391$2.89M1.66%-3,93013F-HRTimeline
&PARTNERS48,228$2.86M0.03%+17,90413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC46,623$2.79M0.22%+2,28313F-HRTimeline
LaSalle St. Investment Advisors, LLC44,466$2.66M0.82%+41,03713F-HRTimeline
GPS Wealth Strategies Group, LLC44,281$2.65M0.34%-30,36413F-HRTimeline
RFG Advisory, LLC43,986$2.63M0.07%-3,59613F-HRTimeline
ZEGA Investments, LLC43,627$2.62M0.77%13F-HRTimeline
Arete Wealth Advisors, LLC43,008$2.57M0.19%-3,25413F-HRTimeline
SLT Holdings LLC42,009$2.51M2.38%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,297$2.47M0.06%+5,42413F-HRTimelineGroup
Global Retirement Partners, LLC40,283$2.41M0.07%+31,13113F-HRTimeline
Great Lakes Retirement, Inc.39,860$2.38M0.31%+1,02013F-HRTimeline
IFG Advisory, LLC39,766$2.38M0.13%+13,39113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC39,376$2.35M0.24%+8,00013F-HRTimeline
Welch & Forbes LLC37,632$2.25M0.03%-2,29013F-HRTimeline
B. Riley Wealth Advisors, Inc.37,449$2.24M0.07%-10,05713F-HRTimeline
Clear Point Advisors Inc.36,780$2.2M1.88%+5413F-HRTimeline
Beacon Financial Advisory LLC36,579$2.19M0.71%+80513F-HRTimeline
Family Capital Management, Inc.36,404$2.18M1.31%-1,36513F-HRTimeline
GeoWealth Management, LLC36,045$2.15M0.07%-54313F-HRTimeline
GC Wealth Management RIA, LLC36,045$2.15M0.38%-54313F-HRTimeline
BlueChip Wealth Advisors LLC36,033$2.15M1.19%+4,63813F-HRTimeline
Key Client Fiduciary Advisors, LLC35,871$2.14M0.96%+90513F-HRTimeline
Beacon Pointe Advisors, LLC35,813$2.14M0.02%+20,89713F-HRTimeline
First Heartland Consultants, Inc.35,721$2.14M0.22%013F-HRTimeline
PRIVATE TRUST CO NA33,969$2.03M0.21%+86913F-HRTimeline
Brueske Advisory Services, LLC33,414$2M1.78%13F-HRTimeline
Summit Financial, LLC33,135$1.98M0.07%+83013F-HRTimeline
Premier Path Wealth Partners, LLC33,014$1.97M0.3%-6513F-HRTimeline
Lion Street Advisors, LLC32,596$1.95M0.62%+2,33313F-HRTimeline
Investor's Fiduciary Advisor Network, L…32,519$1.94M0.74%13F-HRTimeline
WCG Wealth Advisors LLC32,506$1.94M0.13%+54513F-HRTimeline
Blackhawk Capital Partners, LLC32,224$1.93M1%new13F-HRTimeline
G&S Capital LLC31,679$1.89M0.78%+15613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …31,468$1.88M0.05%+11,70313F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…31,045$1.86M0.03%-5,60513F-HRTimelineGroup
Farther Finance Advisors, LLC30,621$1.83M0.07%-32,27913F-HRTimeline
J.W. COLE ADVISORS, INC.30,511$1.82M0.07%+3,99713F-HRTimeline
Quad-Cities Investment Group, LLC30,418$1.82M0.89%+99213F-HRTimeline
Arkadios Wealth Advisors29,741$1.78M0.1%-4,62013F-HRTimeline
Good Life Advisors, LLC29,472$1.76M0.13%-14,92813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC29,310$1.75M0.9%-17,19113F-HRTimeline
Maia Wealth LLC29,086$1.74M0.38%+8,63813F-HRTimeline
Maridea Wealth Management LLC29,121$1.74M0.56%13F-HRTimeline
Keystone Wealth Services, LLC28,794$1.72M0.46%-1,89013F-HRTimeline
Advyzon Investment Management, LLC28,177$1.68M0.65%13F-HRTimeline
Ascension Capital Advisors, Inc.27,066$1.62M0.7%013F-HRTimeline
Purus Wealth Management, LLC27,029$1.62M0.64%-91913F-HRTimeline
CONDOR CAPITAL MANAGEMENT26,670$1.59M0.14%013F-HRTimeline
WEDBUSH SECURITIES INC26,445$1.58M0.06%+2,41813F-HRTimeline
Scarborough Advisors, LLC26,307$1.57M0.22%-14,77813F-HRTimeline
Gray Wealth Management Inc.26,233$1.57M0.59%-1,09713F-HRTimeline
Clear Creek Financial Management, LLC25,656$1.53M0.17%-3,18113F-HRTimeline
Chicago Partners Investment Group LLC25,288$1.51M0.05%+2,18913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC25,210$1.51M<0.01%+10,50813F-HRTimelineGroup
Brown Financial Advisors25,099$1.5M0.6%-5,01913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…25,049$1.5M0.01%-2,50713F-HRTimelineGroup