Balboa Wealth Partners First Tr Enhanced Traded Fd Iv Transaction History

Balboa Wealth Partners

  • $398 Million
  • Q1 2025

A detailed history of Balboa Wealth Partners transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Balboa Wealth Partners holds 3,783 shares of FTSM stock, worth $226,450. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,783
Previous 4,198 9.89%
Holding current value
$226,450
Previous $250,000 9.6%
% of portfolio
0.06%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$59.78 - $60.03 $24,808 - $24,912
-415 Reduced 9.89%
3,783 $226,000
Q3 2024

Nov 06, 2024
SELL
$59.61 - $60.15 $29,030 - $29,293
-487 Reduced 10.39%
4,198 $251,000
Q2 2024

Aug 13, 2024
BUY
$59.55 - $59.81 $278,991 - $280,209
4,685 New
4,685 $279,000
Q4 2023

Feb 09, 2024
SELL
$59.43 - $59.85 $350,637 - $353,115
-5,900 Reduced 39.6%
8,998 $536,000
Q3 2023

Oct 23, 2023
BUY
$59.42 - $59.69 $103,806 - $104,278
1,747 Added 13.28%
14,898 $885,000
Q2 2023

Aug 08, 2023
SELL
$59.41 - $59.73 $6.53 Million - $6.57 Million
-109,916 Reduced 89.31%
13,151 $781,000
Q1 2023

May 11, 2023
BUY
$59.44 - $59.7 $4.79 Million - $4.82 Million
80,667 Added 190.25%
123,067 $7.32 Million
Q4 2022

Feb 14, 2023
SELL
$59.27 - $59.6 $2.74 Million - $2.75 Million
-46,184 Reduced 52.14%
42,400 $2.52 Million
Q3 2022

Jan 04, 2023
BUY
$59.32 - $59.5 $5.25 Million - $5.27 Million
88,584 New
88,584 $5.26 Million

Others Institutions Holding FTSM

# of Institutions
471
Shares Held
87.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ENHANCED TRADED FD IV

FTSM Quotes by TradingView
  • Ticker FTSM
  • Sector ETFs
  • Industry ETFs
More about FTSM
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