Avantax Advisory Services, Inc. First Tr Enhanced Traded Fd Iv Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 296,336 shares of FTSM stock, worth $17.8 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

296,336

Previous 287,831 2.95%

Holding current value

$17.8 Million

Previous $17.2 Million 3.01%

% of portfolio

0.1%

Previous 0.11%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$59.8 - $60.07 $508,599 - $510,895	8,505 Added 2.95%	296,336 $17.7 Million
Q1 2025 May 06, 2025	SELL	$59.78 - $60.03 $61,394 - $61,650	-1,027 Reduced 0.36%	287,831 $17.2 Million
Q4 2024 Feb 07, 2025	BUY	$59.74 - $60.03 $434,011 - $436,117	7,265 Added 2.58%	288,858 $17.3 Million
Q3 2024 Nov 13, 2024	SELL	$59.61 - $60.15 $6.05 Million - $6.11 Million	-101,513 Reduced 26.5%	281,593 $16.9 Million
Q2 2024 Aug 09, 2024	BUY	$59.55 - $59.81 $1.23 Million - $1.24 Million	20,733 Added 5.72%	383,106 $22.8 Million
Q1 2024 May 08, 2024	BUY	$59.62 - $59.91 $2.06 Million - $2.07 Million	34,483 Added 10.52%	362,373 $21.6 Million
Q4 2023 Feb 07, 2024	SELL	$59.43 - $59.85 $2.34 Million - $2.36 Million	-39,447 Reduced 10.74%	327,890 $19.6 Million
Q3 2023 Nov 07, 2023	SELL	$59.42 - $59.69 $6 Million - $6.03 Million	-101,029 Reduced 21.57%	367,337 $21.8 Million
Q2 2023 Aug 11, 2023	BUY	$59.41 - $59.73 $373,332 - $375,343	6,284 Added 1.36%	468,366 $27.8 Million
Q1 2023 Apr 28, 2023	BUY	$59.44 - $59.7 $2.48 Million - $2.49 Million	41,691 Added 9.92%	462,082 $27.5 Million
Q4 2022 Feb 13, 2023	BUY	$59.27 - $59.6 $13 Million - $13 Million	218,835 Added 108.57%	420,391 $25 Million
Q3 2022 Nov 01, 2022	BUY	$59.32 - $59.5 $4.6 Million - $4.62 Million	77,579 Added 62.58%	201,556 $12 Million
Q2 2022 Aug 02, 2022	BUY	$59.38 - $59.57 $7.36 Million - $7.39 Million	123,977 New	123,977 $7.36 Million
Q4 2021 Jan 24, 2022	SELL	$59.79 - $59.95 $395,391 - $396,449	-6,613 Closed	0 $0
Q3 2021 Oct 21, 2021	SELL	$59.92 - $59.96 $81,371 - $81,425	-1,358 Reduced 17.04%	6,613 $394,000
Q2 2021 Jul 29, 2021	SELL	$59.94 - $59.99 $43,096 - $43,132	-719 Reduced 8.27%	7,971 $476,000
Q1 2021 May 13, 2021	BUY	$59.97 - $60.06 $107,526 - $107,687	1,793 Added 26.0%	8,690 $519,000
Q4 2020 Jan 22, 2021	SELL	$60.02 - $60.09 $724,441 - $725,286	-12,070 Reduced 63.64%	6,897 $413,000
Q3 2020 Oct 14, 2020	BUY	$60.0 - $60.11 $708,420 - $709,718	11,807 Added 164.9%	18,967 $1.14 Million
Q2 2020 Aug 06, 2020	SELL	$59.02 - $60.06 $581,465 - $591,711	-9,852 Reduced 57.91%	7,160 $428,000
Q1 2020 Apr 30, 2020	SELL	$57.71 - $60.22 $66,597 - $69,493	-1,154 Reduced 6.35%	17,012 $1.01 Million
Q4 2019 Feb 14, 2020	BUY	$60.05 - $60.17 $641,213 - $642,495	10,678 Added 142.6%	18,166 $1.09 Million
Q3 2019 Nov 08, 2019	BUY	$60.04 - $60.19 $449,579 - $450,702	7,488 New	7,488 $449,000

Others Institutions Holding FTSM

# of Institutions

463

Shares Held

88M

Call Options Held

Put Options Held

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About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
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Avantax Advisory Services, Inc. First Tr Enhanced Traded Fd Iv Transaction History