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Disclosery

FTSM FIRST TR EXCHANGE-TRADED FD

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FIRST TR ENH NEW (fund)

426 managers (430 13F filers) reported a position in FTSM shares at 2025-03-31, 82,144,408 shares in all. 31 filers opened a position and 31 filers sold out during the quarter.

Managers
426
13F filers
430
New
31
Added
160
Reduced
193
Sold out
31
Shares held by filers
82,144,408

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY13,394,080$802M0.06%+1,169,33513F-HRTimelineGroup
LPL Financial LLC9,141,990$547M0.21%+282,70013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,268,458$435M0.1%-214,76713F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,355,840$201M0.04%-504,86413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,192,327$191M0.07%+600,19813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,637,594$158M0.04%+298,23913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,391,117$143M0.01%-65,94513F-HRTimelineGroup
Bramshill Investments, LLC1,798,647$108M10.99%+164,41613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,519,844$90.9M0.14%+130,44413F-HRTimeline
Cetera Investment Advisers1,447,685$86.6M0.17%-84,36413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,299,490$77.8M25.19%+283,26113F-HRTimeline
Hansen & Associates Financial Group, In…1,285,331$77M41.28%+431,91513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,208,983$72.4M0.16%-341,13013F-HRTimelineGroup
Csenge Advisory Group1,183,880$70.9M4.02%+55,89813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,180,959$70.7M0.06%+1,052,90613F-HRTimelineGroup
Concorde Asset Management, LLC1,165,643$69.7M37.53%+1,078,90613F-HRTimeline
Cambridge Investment Research Advisors,…1,085,250$64.9M0.22%+46,23713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP997,938$59.7M0.06%+55,31713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding918,293$55M-38,160Timeline
IFP Advisors, Inc770,064$46.1M1.42%+417,11313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC697,847$41.8M0.06%-29,56713F-HRTimeline
GDS Wealth Management559,630$33.5M2.86%-277,63313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP520,287$31.1M0.05%+2,91513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC480,233$28.7M0.05%-83,70813F-HRTimelineGroup
Janney Montgomery Scott LLC477,801$28.6M0.08%+34,83013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…436,040$26.1M0.05%+46,96913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC427,001$25.6M0.52%-107,54413F-HRTimelineGroup
Kingsview Wealth Management, LLC413,615$24.8M0.47%-46,12813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding387,686$23.2M-24,738Timeline
TCP Asset Management, LLC324,940$19.4M4.35%+10,43613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC323,099$19.3M1.02%+302,51813F-HRTimeline
Atria Investments, Inc319,441$19.1M0.25%-131,44413F-HRTimeline
Prospera Financial Services Inc317,510$19M0.44%-27,99113F-HRTimeline
Western Wealth Management, LLC301,889$18.1M1.2%+3,68413F-HRTimeline
UPTICK PARTNERS, LLC301,261$18M6.11%+39,85213F-HRTimeline
NewEdge Advisors, LLC293,995$17.6M0.1%-48,26213F-HRTimeline
Coppell Advisory Solutions LLC289,299$17.4M2.43%-217,24413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.287,831$17.2M0.1%-1,02713F-HRTimeline
HBK Sorce Advisory LLC283,565$17M0.5%+7913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.281,261$16.8M0.03%+6,48413F-HRTimelineGroup
Triumph Capital Management272,913$16.3M5.44%+4,06513F-HRTimeline
MANCHESTER FINANCIAL INC257,924$15.4M3.48%-37,22913F-HRTimeline
Capital Investment Advisory Services, L…257,677$15.4M1.38%-3,65613F-HRTimeline
HARBOUR INVESTMENTS, INC.256,721$15.4M0.44%-18,40513F-HRTimeline
Mainsail Financial Group, LLC254,348$15.2M8.63%+9,30213F-HRTimeline
HighTower Advisors, LLC250,484$15M0.02%+17,19613F-HRTimeline
PARK NATIONAL CORP /OH/245,760$14.7M0.54%+16,97513F-HRTimeline
Jaffetilchin Investment Partners, LLC241,018$14.4M1.05%-8,43313F-HRTimeline
Private Advisor Group, LLC238,566$14.3M0.09%+4,06913F-HRTimeline
Transcendent Capital Group LLC225,902$13.5M7.6%+56,89513F-HRTimeline
Petix & Botte Co220,809$13.2M3.48%+10,37413F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC219,140$13.1M7.5%-6,10013F-HRTimeline
TOWNSQUARE CAPITAL LLC218,852$13.1M0.14%-18,45513F-HRTimeline
FSC Wealth Advisors, LLC199,484$11.9M7.83%-2,47513F-HRTimeline
Gladstone Institutional Advisory LLC194,356$11.6M0.54%-67313F-HRTimeline
MML INVESTORS SERVICES, LLC194,137$11.6M0.04%+50,76813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC190,091$11.4M1.85%-26,48313F-HRTimeline
Steward Partners Investment Advisory, L…189,293$11.3M0.1%-15,51713F-HRTimeline
RiverTree Advisors, LLC186,793$11.2M7.48%-31,99613F-HRTimeline
Ellsworth Advisors, LLC186,462$11.2M2.93%+5,39213F-HRTimeline
Harvest Investment Services, LLC186,429$11.2M3.11%-38,17513F-HRTimeline
Advisory Alpha, LLC183,697$11M0.37%new13F-HR/ATimeline
1776 Wealth LLC183,307$11M5.04%-27,40513F-HRTimeline
Simplicity Wealth,LLC180,257$10.8M0.84%+173,36213F-HRTimeline
Capasso Planning Partners LLC179,171$10.7M4.49%+123,01213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC177,664$10.6M0.02%+2,82013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…173,859$10.4M0.01%+7,60313F-HRTimelineGroup
TD Capital Management LLC173,438$10.4M1.05%+16,41213F-HRTimeline
Creekmur Asset Management LLC171,782$10.3M2.15%+62213F-HRTimeline
Sterling Manor Financial, LLC170,575$10.2M7.29%+10,00613F-HRTimeline
D.A. DAVIDSON & CO.162,858$9.75M0.08%+36,49513F-HRTimeline
Cassia Capital Partners, LLC162,425$9.72M6.06%+11,95213F-HRTimeline
Virtue Capital Management, LLC160,726$9.62M1.12%new13F-HRTimeline
Atria Wealth Solutions, Inc.159,811$9.6M0.12%-36,56613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding160,297$9.59M-127,404Timeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …160,003$9.57M0.14%+2,62213F-HRTimelineGroup
Sanctuary Advisors, LLC157,463$9.42M0.07%-3,53213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO145,447$8.7M<0.01%+16,79813F-HRTimelineGroup
Virtus Wealth Solutions LLC145,336$8.7M2.64%-2,43113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC145,330$8.7M0.01%-6,81113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management140,320$8.4M0.27%-16,52813F-HRTimelineGroup
Stablepoint Partners, LLC139,708$8.36M1.51%-15,69013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…139,673$8.36M0.02%-7,81713F-HRTimelineGroup
Schwallier Wealth Management LLC138,746$8.3M6.13%+14,93313F-HRTimeline
COMERICA BANK132,678$7.94M0.03%-5,75413F-HRTimeline
Ifrah Financial Services, Inc.128,505$7.69M2.21%+6,08013F-HRTimeline
EdgeRock Capital LLC123,761$7.41M5.28%+112,50013F-HRTimeline
Moloney Securities Asset Management, LLC122,949$7.36M1%+29,07613F-HRTimeline
Financial Enhancement Group LLC120,898$7.25M1.13%-99,59313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…120,799$7.23M0.29%+57,71013F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC114,063$6.83M0.86%-133,23413F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC109,984$6.58M3%+7,33413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.109,501$6.55M0.06%-2,33313F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.108,901$6.54M0.36%-29,57813F-HR/ATimelineGroup
PCG Wealth Advisors, LLC105,948$6.34M2.21%-11,04613F-HRTimeline
Shilanski & Associates, Inc.105,894$6.34M1.98%+1,19513F-HRTimeline
McGuire Investment Group, LLC105,654$6.32M0.94%+9,18513F-HRTimeline
Ausdal Financial Partners, Inc.98,853$5.92M0.45%+27,39013F-HRTimeline
Sigma Planning Corp98,281$5.88M0.19%+16113F-HRTimeline
Fairway Financial, LLC96,857$5.8M5.26%+24813F-HRTimeline
WealthPlan Investment Management, LLC95,125$5.69M0.56%+3,98313F-HRTimeline
Insight Advisors, LLC/ PA88,073$5.27M0.92%-6,53213F-HRTimeline
NewEdge Wealth, LLC88,019$5.27M0.1%-15,47013F-HRTimeline
Ashton Thomas Private Wealth, LLC87,191$5.24M0.2%-33,00513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC86,252$5.16M0.07%+15,36013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC85,674$5.13M0.22%+72,73513F-HR/ATimeline
Integrated Advisors Network LLC85,152$5.1M0.26%+20,47013F-HRTimeline
Kinloch Capital, LLC84,169$5.04M2.41%+3,44113F-HRTimeline
Sebold Capital Management, Inc.83,501$5M3.28%-7,10213F-HRTimeline
Mutual Advisors, LLC82,484$4.95M0.14%-30,43213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…82,237$4.92M0.11%+4,07713F-HRTimelineGroup
Nilsine Partners, LLC78,227$4.68M0.51%-50,27513F-HRTimeline
MGO ONE SEVEN LLC77,322$4.63M0.18%+10,51613F-HRTimeline
Avestar Capital, LLC75,365$4.52M0.43%-10,68113F-HRTimeline
SYNOVUS FINANCIAL CORP75,549$4.52M0.06%-5,40913F-HRTimeline
EWG Elevate Inc.72,704$4.35M1.65%+3,41013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…71,224$4.28M0.08%+50813F-HRTimelineGroup
Castle Rock Wealth Management, LLC69,514$4.16M1.12%+3,08813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …68,787$4.12M0.11%+37,31913F-HRTimelineGroup
Aprio Wealth Management, LLC68,660$4.11M0.51%+2,38913F-HRTimeline
Moment Partners, LLC68,534$4.1M0.81%-90413F-HRTimeline
Secure Asset Management, LLC67,821$4.06M0.82%-99313F-HRTimeline
FLOW TRADERS U.S. LLC67,336$4.03M0.17%+53,28413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC66,930$4.01M0.46%+2,61413F-HRTimelineGroup
Snowden Capital Advisors LLC65,595$3.94M0.13%-2,41813F-HRTimeline
Proactive Wealth Strategies LLC64,182$3.84M2.05%+7,08013F-HRTimeline
Cornerstone Wealth Management, LLC63,287$3.79M0.26%+49413F-HRTimeline
Financial Advocates Investment Manageme…62,784$3.76M0.26%+3,52913F-HRTimeline
Park Square Financial Group, LLC62,242$3.72M2.96%-17,23313F-HRTimeline
Claris Financial LLC60,876$3.64M2.39%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT60,758$3.64M0.27%-43413F-HRTimeline
TKG Advisors, LLC57,426$3.44M1.69%+9,11413F-HRTimeline
Texas Yale Capital Corp.56,315$3.37M0.14%-52513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC56,282$3.37M0.1%-13,52013F-HRTimelineGroup
Geneos Wealth Management Inc.56,096$3.36M0.05%+37,24913F-HRTimeline
Integrated Wealth Concepts LLC55,717$3.33M0.04%-4,26213F-HRTimeline
Pine Valley Investments Ltd Liability Co54,695$3.28M0.21%-47,64813F-HRTimeline
Towerpoint Wealth, LLC54,172$3.24M1.61%-8,06513F-HRTimeline
RFG Advisory, LLC53,855$3.22M0.09%+9,86913F-HRTimeline
Summit Wealth Partners, LLC53,773$3.22M0.65%-54213F-HRTimeline
Arax Advisory Partners53,280$3.19M0.2%-11,40113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC53,103$3.18M0.11%-79213F-HRTimeline
IMG Wealth Management, Inc.52,606$3.15M2.83%+1,17613F-HRTimeline
CWM, LLCin group CWM, LLC51,788$3.1M0.01%-4,36513F-HRTimelineGroup
Maia Wealth LLC50,520$3.02M0.69%+21,43413F-HRTimeline
Arete Wealth Advisors, LLC50,013$2.99M0.23%+7,00513F-HRTimeline
GENTRY PRIVATE WEALTH, LLC50,000$2.99M2.46%-2813F-HRTimeline
Beacon Pointe Advisors, LLC49,636$2.97M0.03%+13,82313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…49,512$2.96M0.26%-2,59713F-HRTimeline
J.W. COLE ADVISORS, INC.49,400$2.96M0.09%+18,88913F-HRTimeline
GPS Wealth Strategies Group, LLC49,202$2.94M0.4%+4,92113F-HRTimeline
Core Wealth Partners LLC49,102$2.94M1.71%+71113F-HRTimeline
ZEGA Investments, LLC48,805$2.92M0.86%+5,17813F-HRTimeline
Golden State Wealth Management, LLC48,439$2.9M0.43%-7,17913F-HR/ATimeline
GUARDIAN WEALTH ADVISORS, LLC / NC47,385$2.84M0.23%+76213F-HRTimeline
Summit Financial, LLC44,141$2.64M0.07%+11,00613F-HRTimeline
&PARTNERS43,894$2.63M0.03%-4,33413F-HRTimeline
LaSalle St. Investment Advisors, LLC43,486$2.6M0.61%-98013F-HRTimeline
Key Client Fiduciary Advisors, LLC42,809$2.56M1.18%+6,93813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,297$2.47M0.06%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS40,850$2.44M<0.01%-7,61813F-HRTimelineGroup
PRIVATE TRUST CO NA40,345$2.41M0.25%+6,37613F-HRTimeline
Global Assets Advisory, LLC38,304$2.29M0.43%+25,20013F-HRTimeline
Purus Wealth Management, LLC38,021$2.28M0.97%+10,99213F-HRTimeline
Great Lakes Retirement, Inc.37,628$2.26M0.3%-2,23213F-HRTimeline
Advyzon Investment Management, LLC37,597$2.25M0.8%+9,42013F-HRTimeline
Clear Point Advisors Inc.37,048$2.21M1.99%+26813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC36,901$2.21M1.2%+7,59113F-HRTimeline
Beacon Financial Advisory LLC36,855$2.21M0.67%+27613F-HRTimeline
Welch & Forbes LLC36,548$2.19M0.03%-1,08413F-HRTimeline
BlueChip Wealth Advisors LLC35,934$2.15M1.06%-9913F-HRTimeline
GeoWealth Management, LLC35,928$2.15M0.09%-11713F-HRTimeline
GC Wealth Management RIA, LLC35,928$2.15M0.39%-11713F-HRTimeline
First Heartland Consultants, Inc.35,641$2.13M0.22%-8013F-HRTimeline
IFG Advisory, LLC35,471$2.12M0.12%-4,29513F-HRTimeline
Lion Street Advisors, LLC34,952$2.09M0.66%+2,35613F-HRTimeline
Family Capital Management, Inc.34,734$2.08M1.28%-1,67013F-HRTimeline
Brueske Advisory Services, LLC33,126$1.98M1.88%-28813F-HRTimeline
G&S Capital LLC33,055$1.98M0.84%+1,37613F-HRTimeline
Foundations Investment Advisors, LLC32,570$1.95M0.04%-25,20913F-HRTimeline
Arkadios Wealth Advisors31,950$1.91M0.07%+2,20913F-HRTimeline
Investor's Fiduciary Advisor Network, L…31,691$1.9M0.89%-82813F-HRTimeline
Farther Finance Advisors, LLC31,351$1.88M0.05%+73013F-HRTimeline
B. Riley Wealth Advisors, Inc.30,994$1.85M0.06%-6,45513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC30,676$1.84M0.19%-8,70013F-HRTimeline
Quad-Cities Investment Group, LLC30,353$1.82M0.9%-6513F-HRTimeline
WCG Wealth Advisors LLC29,961$1.79M0.14%-2,54513F-HR/ATimeline
Clear Creek Financial Management, LLC29,843$1.79M0.19%+4,18713F-HRTimeline
LANARK FINANCIAL, INC.29,839$1.78M0.15%+29,81213F-HRTimeline
Keystone Wealth Services, LLC29,500$1.77M0.48%+70613F-HRTimeline
Herold Advisors, Inc.29,130$1.74M0.38%+19,22013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…29,080$1.74M0.03%-1,96513F-HRTimelineGroup
Good Life Advisors, LLC29,017$1.74M0.12%-45513F-HRTimeline
360 Financial, Inc.28,209$1.69M0.62%+4,21313F-HRTimeline
Vestmark Advisory Solutions, Inc.26,907$1.61M0.04%+3,31713F-HRTimeline
Advisor Resource Council26,694$1.6M0.13%new13F-HRTimeline
CONDOR CAPITAL MANAGEMENT26,670$1.6M0.15%013F-HRTimeline
SLT Holdings LLC26,516$1.59M1.49%-15,49313F-HRTimeline
Gateway Wealth Partners, LLC26,188$1.57M0.35%+4,63913F-HRTimeline
Scarborough Advisors, LLC25,629$1.53M0.22%-67813F-HRTimeline