Captrust Financial Advisors First Tr Enhanced Traded Fd Iv Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025

A detailed history of Captrust Financial Advisors transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Captrust Financial Advisors holds 7,001 shares of FTSM stock, worth $418,729. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,001
Previous 6,784 3.2%
Holding current value
$418,729
Previous $405,000 3.21%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2025
BUY
$59.78 - $60.03 $12,972 - $13,026
217 Added 3.2%
7,001 $418,000
Q4 2024

Feb 14, 2025
BUY
$59.74 - $60.03 $7,885 - $7,923
132 Added 1.98%
6,784 $405,000
Q3 2024

Nov 14, 2024
BUY
$59.61 - $60.15 $6,199 - $6,255
104 Added 1.59%
6,652 $398,000
Q2 2024

Aug 14, 2024
BUY
$59.55 - $59.81 $3,989 - $4,007
67 Added 1.03%
6,548 $390,000
Q1 2024

May 15, 2024
BUY
$59.62 - $59.91 $7,929 - $7,968
133 Added 2.1%
6,481 $386,000
Q4 2023

Feb 14, 2024
SELL
$59.43 - $59.85 $116,839 - $117,665
-1,966 Reduced 23.65%
6,348 $378,000
Q3 2023

Nov 14, 2023
SELL
$59.42 - $59.69 $72,967 - $73,299
-1,228 Reduced 12.87%
8,314 $494,000
Q2 2023

Aug 14, 2023
SELL
$59.41 - $59.73 $18,357 - $18,456
-309 Reduced 3.14%
9,542 $566,000
Q1 2023

May 15, 2023
BUY
$59.44 - $59.7 $585,543 - $588,104
9,851 New
9,851 $586,000
Q3 2022

Nov 16, 2022
BUY
$59.32 - $59.5 $244,932 - $245,675
4,129 Added 1564.02%
4,393 $261,000
Q2 2022

Aug 16, 2022
SELL
$59.38 - $59.57 $19,951 - $20,015
-336 Reduced 56.0%
264 $16,000
Q2 2020

Aug 14, 2020
BUY
$59.02 - $60.06 $35,412 - $36,036
600 New
600 $36,000
Q4 2019

Feb 14, 2020
SELL
$60.05 - $60.17 $17,474 - $17,509
-291 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
$60.04 - $60.19 $7,745 - $7,764
129 Added 79.63%
291 $18,000
Q2 2019

Aug 13, 2019
BUY
$59.97 - $60.16 $9,715 - $9,745
162 New
162 $10,000
Q3 2018

Nov 15, 2018
SELL
$59.96 - $60.1 $23,984 - $24,040
-400 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
$59.95 - $60.06 $23,980 - $24,024
400 New
400 $24,000

Others Institutions Holding FTSM

# of Institutions
471
Shares Held
87M
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
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email