Beacon Financial Advisory LLC First Tr Enhanced Traded Fd Iv Transaction History

Beacon Financial Advisory LLC

  • $193 Million
  • Q1 2024

A detailed history of Beacon Financial Advisory LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 22,741 shares of FTSM stock, worth $1.36 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
22,741
Previous 37,010 38.55%
Holding current value
$1.36 Million
Previous $2.21 Million 38.63%
% of portfolio
0.7%
Previous 1.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$59.62 - $59.91 $850,717 - $854,855
-14,269 Reduced 38.55%
22,741 $1.36 Million
Q4 2023

Jan 23, 2024
BUY
$59.43 - $59.85 $929,782 - $936,353
15,645 Added 73.23%
37,010 $2.21 Million
Q3 2023

Oct 25, 2023
BUY
$59.42 - $59.69 $154,016 - $154,716
2,592 Added 13.81%
21,365 $1.27 Million
Q2 2023

Jul 17, 2023
BUY
$59.41 - $59.73 $1.12 Million - $1.12 Million
18,773 New
18,773 $1.12 Million

Others Institutions Holding FTSM

# of Institutions
412
Shares Held
88.7M
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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