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Disclosery

FTSM FIRST TR EXCHANGE-TRADED FD

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FIRST TR ENH NEW (fund)

Filings received so far for Q3 2026: 21 13F filers report a position in FTSM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Gradient Investments LLCin group Gradient Investments LLC713,305$42.4M0.61%-20,67113F-HRTimelineGroup
PARK NATIONAL CORP /OH/322,082$19.2M0.52%-5,16213F-HRTimeline
Kaydan Wealth Management, Inc.280,383$16.7M5.73%-132,00413F-HRTimeline
Financial Enhancement Group LLC258,930$15.4M1.77%-51,13513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC238,310$14.2M0.92%+1,08713F-HRTimeline
Gerald Baker Financial Group LLC96,614$5.75M1.62%+33,85113F-HRTimeline
Farther Finance Advisors, LLC73,868$4.4M0.03%+14,65913F-HRTimeline
Castle Rock Wealth Management, LLC53,572$3.19M0.6%+3,27913F-HRTimeline
Wisconsin Wealth Advisors, LLC26,570$1.58M1.33%-27913F-HRTimeline
Balefire, LLC22,949$1.37M0.21%-1,72813F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…18,627$1.11M0.73%-10,35413F-HRTimeline
First Heartland Consultants, Inc.9,890$589K0.04%+1,60013F-HRTimeline
Venture Visionary Partners LLC4,067$242K0.01%new13F-HRTimeline
Valeo Financial Advisors, LLC3,850$229K<0.01%013F-HRTimeline
TrueWealth Advisors, LLC3,757$224K0.05%new13F-HRTimeline
GK Wealth Management LLC2,281$136K0.08%-1,40913F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,069$63.6K0.01%013F-HRTimeline
CoreCap Advisors, LLC297$17.7K<0.01%-93513F-HRTimeline
ATWOOD & PALMER INC133$7.93K<0.01%013F-HRTimeline
GAMMA Investing LLC66$3.93K<0.01%013F-HRTimeline
CX Institutional26$2K<0.01%013F-HRTimeline