Core Wealth Partners LLC First Tr Enhanced Traded Fd Iv Transaction History

Core Wealth Partners LLC

$174 Billion
Q4 2024

A detailed history of Core Wealth Partners LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Core Wealth Partners LLC holds 48,391 shares of FTSM stock, worth $2.9 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

48,391

Previous 52,321 7.51%

Holding current value

$2.9 Million

Previous $3.13 Billion 7.67%

% of portfolio

1.66%

Previous 1.9%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$59.74 - $60.03 $234,778 - $235,917	-3,930 Reduced 7.51%	48,391 $2.89 Billion
Q3 2024 Nov 04, 2024	SELL	$59.61 - $60.15 $2.52 Million - $2.55 Million	-42,311 Reduced 44.71%	52,321 $3.13 Billion
Q2 2024 Aug 13, 2024	SELL	$59.55 - $59.81 $413,932 - $415,739	-6,951 Reduced 6.84%	94,632 $5.64 Billion
Q1 2024 Apr 19, 2024	BUY	$59.62 - $59.91 $702,144 - $705,560	11,777 Added 13.11%	101,583 $6.06 Billion
Q4 2023 Feb 07, 2024	BUY	$59.43 - $59.85 $425,697 - $428,705	7,163 Added 8.67%	89,806 $5.36 Billion
Q3 2023 Nov 13, 2023	BUY	$59.42 - $59.69 $282,304 - $283,587	4,751 Added 6.1%	82,643 $4.91 Billion
Q2 2023 Aug 11, 2023	BUY	$59.41 - $59.73 $643,588 - $647,055	10,833 Added 16.15%	77,892 $4.63 Billion
Q1 2023 May 11, 2023	BUY	$59.44 - $59.7 $1.61 Million - $1.62 Million	27,111 Added 67.87%	67,059 $3.99 Billion
Q4 2022 Feb 13, 2023	BUY	$59.27 - $59.6 $2.37 Million - $2.38 Million	39,948 New	39,948 $2.32 Billion

Others Institutions Holding FTSM

# of Institutions

459

Shares Held

85.6M

Call Options Held

Put Options Held

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About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
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Core Wealth Partners LLC First Tr Enhanced Traded Fd Iv Transaction History