Clear Point Advisors Inc. First Tr Enhanced Traded Fd Iv Transaction History

Clear Point Advisors Inc.

$111 Billion
Q1 2025

A detailed history of Clear Point Advisors Inc. transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Clear Point Advisors Inc. holds 37,048 shares of FTSM stock, worth $2.22 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares

37,048

Previous 36,780 0.73%

Holding current value

$2.22 Million

Previous $2.2 Billion 0.53%

% of portfolio

1.99%

Previous 1.88%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$59.78 - $60.03 $16,021 - $16,088	268 Added 0.73%	37,048 $2.21 Billion
Q4 2024 Jan 31, 2025	BUY	$59.74 - $60.03 $3,225 - $3,241	54 Added 0.15%	36,780 $2.2 Billion
Q3 2024 Nov 08, 2024	SELL	$59.61 - $60.15 $61,279 - $61,834	-1,028 Reduced 2.72%	36,726 $2.2 Billion
Q2 2024 Aug 14, 2024	BUY	$59.55 - $59.81 $110,405 - $110,887	1,854 Added 5.16%	37,754 $2.25 Billion
Q1 2024 May 15, 2024	BUY	$59.62 - $59.91 $967,513 - $972,219	16,228 Added 82.49%	35,900 $2.14 Billion
Q4 2023 May 15, 2024	BUY	$59.43 - $59.85 $1.17 Million - $1.18 Million	19,672 New	19,672 $1.17 Billion

Others Institutions Holding FTSM

# of Institutions

472

Shares Held

87.1M

Call Options Held

Put Options Held

View Full List

About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
Sector ETFs
Industry ETFs

More about FTSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.

Account

Clear Point Advisors Inc. First Tr Enhanced Traded Fd Iv Transaction History