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 37,754 shares of FTSM stock, worth $2.26 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares
37,754
Previous 35,900 5.16%
Holding current value
$2.26 Million
Previous $2.14 Billion 5.13%
% of portfolio
1.85%
Previous 1.76%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TR ENHANCED TRADED FD IV


  • Ticker FTSM
  • Sector ETFs
  • Industry ETFs
More about FTSM
Track This Portfolio

Track Clear Point Advisors Inc. Portfolio

Follow Clear Point Advisors Inc. 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 Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

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