Skip to content
Disclosery

FTSM FIRST TR EXCHANGE-TRADED FD

Follow

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
MORGAN STANLEYin group MORGAN STANLEY14,200,874$849M0.05%+1,518,27513F-HRTimelineGroup
LPL Financial LLC8,894,687$532M0.14%-5,13813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,927,278$474M0.09%-727,21113F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding3,095,966$185M+243,742Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,929,539$175M0.03%-52,41613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,590,899$155M1.69%+2,534,34213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,457,119$147M0.05%-60,68813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,284,229$137M0.01%-72,92513F-HRTimelineGroup
Csenge Advisory Group1,895,335$113M5.19%+23,35913F-HRTimeline
Cetera Investment Advisers1,577,404$94.3M0.1%-211,44613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,185,442$70.9M0.07%+6,79913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,148,972$68.7M0.1%+67,77313F-HRTimelineGroup
BDFS Capital LLC1,114,340$66.8M32.17%+58,26313F-HRTimeline
Cambridge Investment Research Advisors,…1,016,212$60.7M0.16%+43,00013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,013,985$60.6M18.12%+397,84113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding835,798$50M-57,966Timeline
Hansen & Associates Financial Group, In…794,084$47.5M25.56%new13F-HRTimeline
GDS Wealth Management709,784$42.4M2.55%-149,29413F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC662,925$39.6M0.61%+34,78613F-HRTimelineGroup
&PARTNERS662,279$39.6M0.2%+75,27313F-HRTimeline
Bramshill Investments, LLC655,802$39.2M3.38%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC636,659$38.1M0.05%-27,47013F-HRTimeline
TCP Asset Management, LLC573,317$34.3M4.41%+180,31813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP556,462$33.3M0.04%-16,03213F-HRTimelineGroup
Guided Capital Wealth Management, LLC551,623$33M21.76%+541,30013F-HRTimeline
Steward Partners Investment Advisory, L…513,699$30.7M0.16%+30,31413F-HRTimeline
Mariner, LLCin group Mariner, LLC486,564$29.1M0.03%-3,67813F-HRTimelineGroup
IFP Advisors, Inc435,534$26M0.54%+118,71913F-HRTimeline
Kingsview Wealth Management, LLC422,999$25.3M0.35%-18,53613F-HRTimeline
Kaydan Wealth Management, Inc.419,546$25.1M8.39%+4,05313F-HRTimeline
Janney Montgomery Scott LLC398,654$23.8M0.06%-217,87613F-HRTimeline
Kirkwood Financial Services393,447$23.6M8.1%+7,48013F-HRTimeline
UPTICK PARTNERS, LLC386,047$23.1M4.6%+73,32313F-HRTimeline
Gateway Wealth Partners, LLC360,020$21.5M0.84%+206,61613F-HRTimeline
Atria Investments, Inc358,523$21.4M0.24%+25,15013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding351,034$21M+6,376Timeline
PARK NATIONAL CORP /OH/339,233$20.3M0.62%-3,89313F-HRTimeline
Prospera Financial Services Inc332,972$19.9M0.32%+27,33813F-HRTimeline
NewEdge Advisors, LLC332,805$19.9M0.07%-14,10313F-HR/ATimeline
HBK Sorce Advisory LLC330,959$19.8M0.4%-7,91913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…323,915$19.4M0.04%-85,79113F-HRTimeline
Independent Advisor Alliance315,220$18.8M0.2%new13F-HRTimeline
Mainsail Financial Group, LLC313,208$18.7M7.8%+12,08113F-HRTimeline
Balboa Wealth Partners304,852$18.2M3.06%+258,95713F-HRTimeline
HighTower Advisors, LLC293,697$17.6M0.02%+1,96113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC293,569$17.5M2.23%+34,04013F-HRTimeline
Western Wealth Management, LLC291,411$17.4M0.66%+15,57013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.282,849$16.9M0.26%+55,43213F-HRTimeline
Hilton Head Capital Partners, LLC269,246$16.1M9.08%+8,82613F-HRTimeline
Financial Enhancement Group LLC263,339$15.8M1.96%-35,28013F-HRTimeline
Private Advisor Group, LLC262,007$15.7M0.07%-1,33513F-HRTimeline
WESBANCO BANK INC255,550$15.3M0.42%+49,66013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC250,090$15M0.66%+7,13713F-HRTimeline
Jaffetilchin Investment Partners, LLC240,449$14.4M0.86%-20,00813F-HRTimeline
Farther Finance Advisors, LLC239,321$14.3M0.14%+181,46513F-HRTimeline
Avestar Capital, LLC229,086$13.7M0.94%+131,98213F-HRTimeline
Ellsworth Advisors, LLC224,884$13.4M2.53%+6,62913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC224,826$13.4M1.01%-4,71013F-HRTimeline
Stablepoint Partners, LLC219,580$13.1M1.95%+1,36213F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC216,383$12.9M5.7%+1,83913F-HRTimeline
Capital Investment Advisory Services, L…214,238$12.8M0.93%-17,24513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding212,490$12.7M-30,117Timeline
Triad Wealth Partners, LLC211,031$12.6M1%-80,90813F-HRTimeline
Accurate Wealth Management, LLC204,583$12.2M1.47%+175,79813F-HRTimeline
Crusonia Wealth Advisors LLC202,435$12.1M2.5%-4,04313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC196,717$11.8M0.01%+6,85313F-HRTimelineGroup
MANCHESTER FINANCIAL INC191,925$11.5M2.2%-9,68713F-HRTimeline
Sterling Manor Financial, LLC190,997$11.4M7.14%+6,38713F-HRTimeline
IronBridge Private Wealth, LLC188,413$11.3M3.63%new13F-HRTimeline
Altium Investment Strategies LLC185,542$11.1M32.66%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…180,217$10.8M0.01%-4,60913F-HRTimelineGroup
CWM, LLCin group CWM, LLC175,622$10.5M0.03%+7,00313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.167,704$10M0.06%+38,00113F-HRTimelineGroup
Kovack Advisors, Inc.164,228$9.82M0.52%+96,02313F-HRTimeline
Transcendent Capital Group LLC161,164$9.63M4.39%-16,99213F-HRTimeline
Clear Creek Financial Management, LLC160,114$9.57M0.73%+59,53813F-HRTimeline
Cassia Capital Partners, LLC156,304$9.34M4.81%-1,66513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…154,767$9.25M0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …154,245$9.22M0.11%-64913F-HRTimelineGroup
Sanctuary Advisors, LLC153,541$9.18M0.05%-2,55713F-HRTimeline
Triumph Capital Management152,324$9.14M1.86%-68,47113F-HRTimeline
Mutual Advisors, LLC150,419$8.99M0.19%-53,77413F-HRTimeline
D.A. DAVIDSON & CO.150,181$8.98M0.05%+70513F-HRTimeline
Integrated Advisors Network LLC149,544$8.94M0.47%+22,13913F-HRTimeline
Ausdal Financial Partners, Inc.147,295$8.81M0.39%+9,38113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…146,994$8.79M0.02%new13F-HRTimelineGroup
McGuire Investment Group, LLC146,525$8.76M0.99%-3,35413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…146,265$8.74M0.02%-57,76913F-HRTimelineGroup
Virtus Wealth Solutions LLC140,924$8.42M1.6%-3,05113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…140,408$8.39M0.33%+5,06213F-HRTimelineGroup
Capasso Planning Partners LLC139,190$8.32M4.49%+11,72513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC135,888$8.12M2.05%+9,40413F-HRTimeline
RiverTree Advisors, LLC134,529$8.04M5.09%-9,59613F-HRTimeline
Proactive Wealth Strategies LLC133,525$7.98M1.5%+66,55013F-HRTimeline
Kinloch Capital, LLC132,320$7.91M3.23%+34,55013F-HRTimeline
Harvest Investment Services, LLC131,305$7.85M1.44%-23,02013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC130,514$7.8M0.83%+74,21613F-HRTimelineGroup
Ifrah Financial Services, Inc.130,373$7.79M2.06%-2,32613F-HRTimeline
TD Capital Management LLC128,667$7.69M0.69%-4,75113F-HRTimeline
HighPoint Advisor Group LLC126,592$7.57M0.32%+32,23213F-HRTimeline
Simplicity Wealth,LLC126,206$7.54M0.43%-13,53813F-HRTimeline
Ashton Thomas Private Wealth, LLC123,515$7.38M0.17%-4,00513F-HRTimeline
Vestmark Advisory Solutions, Inc.118,507$7.08M0.08%+94,77013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…116,437$6.96M0.13%+26,55313F-HRTimelineGroup
WealthPlan Investment Management, LLC112,706$6.74M0.38%+5,43113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …111,631$6.67M0.05%+4,85913F-HRTimelineGroup
Petix & Botte Co110,546$6.61M1.47%-112,65613F-HRTimeline
1776 Wealth LLC109,981$6.57M2.59%-3,78013F-HRTimeline
Fairway Financial, LLC103,760$6.2M4.72%+1,91513F-HRTimeline
Sigma Planning Corp101,163$6.05M0.17%+32,20713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.99,733$5.96M0.01%-56,61013F-HRTimelineGroup
Nilsine Partners, LLC96,181$5.77M0.45%+6,60413F-HRTimeline
PCG Wealth Advisors, LLC95,663$5.72M1.45%-39913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC92,538$5.53M0.17%-22,19613F-HRTimeline
EdgeRock Capital LLC89,630$5.36M1.45%-32,69213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC87,016$5.2M0.42%+78,22113F-HRTimelineGroup
SageGuard Financial Group, LLC83,848$5.01M0.78%new13F-HRTimeline
J.W. COLE ADVISORS, INC.83,530$4.99M0.17%+10,86613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP81,093$4.85M<0.01%-119,49213F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC80,505$4.81M0.23%new13F-HRTimeline
NewEdge Wealth, LLC80,332$4.8M0.06%-1,24913F-HRTimeline
Gladstone Institutional Advisory LLC80,131$4.79M0.18%-99,45213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC79,646$4.76M0.11%+17,64413F-HRTimelineGroup
AE Wealth Management LLC77,317$4.62M0.02%-24,76113F-HRTimeline
Plus Group Wealth Advisors LLC76,668$4.58M5.04%+8,96813F-HRTimeline
CALTON & ASSOCIATES, INC.75,955$4.54M0.65%-2,65213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO75,498$4.53M<0.01%-68,98313F-HR/ATimelineGroup
Snowden Capital Advisors LLC74,054$4.44M0.12%+50313F-HRTimeline
MML INVESTORS SERVICES, LLC73,430$4.39M0.01%-37,14213F-HRTimeline
Foundations Investment Advisors, LLC70,405$4.21M0.05%+46,88913F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC68,887$4.12M2.06%-1,45213F-HRTimeline
OPINICUS CAPITAL, INC.68,003$4.07M2.87%+31,36513F-HRTimeline
Cresset Asset Management, LLC67,353$4.04M0.02%+5,81413F-HRTimeline
Centerpoint Advisory Group67,160$4.01M3.02%+39,87813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC65,393$3.91M0.09%-108,95913F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …65,209$3.9M0.08%-5,25613F-HRTimelineGroup
Prime Capital Investment Advisors, LLC64,425$3.85M0.04%+78113F-HRTimeline
Aprio Wealth Management, LLC62,583$3.74M0.2%-3,23613F-HRTimeline
Towerpoint Wealth, LLC61,760$3.69M1.49%+1,79313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.58,369$3.5M0.19%-60,20413F-HRTimelineGroup
WCG Wealth Advisors LLC57,751$3.45M0.1%-40513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…57,640$3.45M1.72%-5013F-HRTimelineGroup
Claris Financial LLC56,887$3.4M1.86%+5,27013F-HRTimeline
RFG Advisory, LLC56,790$3.39M0.06%+1,99513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT56,652$3.39M0.22%-3,74113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…56,439$3.39M0.05%+37113F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC56,197$3.36M0.21%+4213F-HRTimeline
Cornerstone Wealth Management, LLC54,840$3.28M0.16%-1,38013F-HRTimeline
Stone Wealth Partners54,372$3.26M2.93%+30813F-HRTimeline
MGO ONE SEVEN LLC53,459$3.2M0.06%-7,22413F-HRTimeline
Great Lakes Retirement, Inc.51,828$3.11M0.32%+4,51213F-HRTimeline
Arkadios Wealth Advisors51,857$3.1M0.05%+9,91213F-HRTimeline
Advisory Alpha, LLC51,726$3.09M0.08%-12,99713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC51,009$3.05M0.03%-1,55513F-HRTimelineGroup
Castle Rock Wealth Management, LLC50,204$3M0.65%+1,71513F-HRTimeline
Arete Wealth Advisors, LLC49,909$2.98M0.22%-14013F-HR/ATimeline
Kesler, Norman & Wride, LLC49,277$2.95M0.51%+25,25113F-HRTimeline
Summit Wealth Partners, LLC48,216$2.88M0.46%-7,98113F-HRTimeline
Moment Partners, LLC47,809$2.87M0.51%new13F-HRTimeline
Golden State Wealth Management, LLC47,428$2.84M0.31%-4313F-HRTimeline
Merit Financial Group, LLC47,304$2.83M0.02%+1,63613F-HRTimeline
INTEGRITY ALLIANCE, LLC.47,256$2.83M0.11%-26,74413F-HRTimeline
Geneos Wealth Management Inc.46,016$2.75M0.06%-4,67113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management45,673$2.73M0.09%-19,20113F-HRTimelineGroup
Gerald Baker Financial Group LLC43,575$2.6M0.83%13F-HR/ATimeline
Key Client Fiduciary Advisors, LLC43,514$2.6M0.89%+1,80413F-HRTimeline
NWF Advisory Services Inc.42,198$2.52M0.28%new13F-HRTimeline
Beacon Pointe Advisors, LLC41,070$2.46M0.01%-2,78613F-HRTimeline
Arax Advisory Partners40,528$2.42M0.07%-13,04513F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…40,397$2.41M1.89%-16,17713F-HRTimeline
Pine Valley Investments Ltd Liability Co40,230$2.41M0.12%-1,59113F-HRTimeline
LaSalle St. Investment Advisors, LLC40,007$2.39M0.34%-58713F-HRTimeline
Keystone Wealth Services, LLC38,421$2.3M0.49%-1,26113F-HRTimeline
B. Riley Wealth Advisors, Inc.37,359$2.24M0.14%+53513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …36,202$2.16M0.12%+2,03413F-HRTimeline
Investor's Fiduciary Advisor Network, L…35,762$2.14M0.65%-29513F-HRTimeline
WILLNER & HELLER, LLC35,681$2.13M1.59%-9,59813F-HRTimeline
Balefire, LLC35,575$2.13M0.4%-55213F-HRTimeline
Concorde Asset Management, LLC34,537$2.07M1.02%-66,76013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…34,319$2.05M0.14%-1,57813F-HRTimeline
Purus Wealth Management, LLC34,129$2.04M0.65%-2,43513F-HRTimeline
Beacon Financial Advisory LLC34,091$2.04M0.46%-83913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…33,766$2.02M0.03%-39813F-HRTimelineGroup
Quad-Cities Investment Group, LLC33,480$2M0.8%+2,10513F-HRTimeline
Continuum Advisory, LLC33,295$1.99M0.19%+11,84713F-HRTimeline
360 Financial, Inc.32,667$1.95M0.59%+14113F-HRTimeline
Welch & Forbes LLC32,645$1.95M0.03%-2,40713F-HRTimeline
Integrated Wealth Concepts LLC31,825$1.9M0.02%+18,38513F-HRTimeline
Insight Advisors, LLC/ PA31,814$1.9M0.36%-5,83613F-HRTimeline
Maridea Wealth Management LLC31,185$1.86M0.27%-4,40613F-HRTimeline
Aptus Capital Advisors, LLC31,175$1.86M0.02%-218,27613F-HRTimeline
IHT Wealth Management, LLC30,197$1.81M0.04%+1,90813F-HRTimeline
Core Wealth Partners LLC29,318$1.75M0.82%-1,79113F-HRTimeline
WEDBUSH SECURITIES INC29,121$1.74M0.05%-1,71313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC28,415$1.7M0.12%-75013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC28,020$1.68M0.02%-3,43613F-HRTimelineGroup
Summit Financial, LLC27,917$1.67M0.02%-5,35713F-HRTimeline
Authentikos Wealth Advisory, LLC27,569$1.65M1.11%-4,52013F-HRTimeline
Wisconsin Wealth Advisors, LLC26,810$1.6M1.58%+1,40913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\26,774$1.6M<0.01%+19,15913F-HRTimelineGroup