Golden State Wealth Management, LLC First Tr Enhanced Traded Fd Iv Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 55,618 shares of FTSM stock, worth $3.34 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

55,618

Previous 109,895 49.39%

Holding current value

$3.34 Million

Previous $6.54 Million 50715.03%

% of portfolio

0.5%

Previous 1.28%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$59.74 - $60.03 $3.24 Million - $3.26 Million	-54,277 Reduced 49.39%	55,618 $3.32 Billion
Q1 2022 May 19, 2022	SELL	$59.48 - $59.8 $930,207 - $935,212	-15,639 Reduced 12.46%	109,895 $6.54 Million
Q1 2022 May 16, 2022	BUY	$59.48 - $59.8 $326,069 - $327,823	5,482 Added 4.57%	125,534 $7.53 Million
Q4 2021 Feb 14, 2022	BUY	$59.79 - $59.95 $1,853 - $1,858	31 Added 0.03%	120,052 $7.18 Million
Q3 2021 Nov 15, 2021	SELL	$59.92 - $59.96 $48,535 - $48,567	-810 Reduced 0.67%	120,021 $7.2 Million
Q2 2021 Aug 12, 2021	SELL	$59.94 - $59.99 $281,897 - $282,132	-4,703 Reduced 3.75%	120,831 $7.24 Million
Q1 2021 May 14, 2021	SELL	$59.97 - $60.06 $675,921 - $676,936	-11,271 Reduced 8.24%	125,534 $7.53 Million
Q4 2020 Jan 28, 2021	BUY	$60.02 - $60.09 $96,992 - $97,105	1,616 Added 1.2%	136,805 $8.21 Million
Q3 2020 Nov 12, 2020	BUY	$60.0 - $60.11 $8.11 Million - $8.13 Million	135,189 New	135,189 $8.11 Million
Q2 2020 Aug 11, 2020	SELL	$59.02 - $60.06 $6.04 Million - $6.15 Million	-102,316 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$57.71 - $60.22 $5.9 Million - $6.16 Million	102,316 New	102,316 $6.04 Million

Others Institutions Holding FTSM

# of Institutions

425

Shares Held

82.5M

Call Options Held

Put Options Held

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About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
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Golden State Wealth Management, LLC First Tr Enhanced Traded Fd Iv Transaction History