Ever Source Wealth Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 15,021 shares of FTSM stock, worth $900,959. This represents 0.04% of its overall portfolio holdings.

Number of Shares

15,021

Previous 2,968 406.1%

Holding current value

$900,959

Previous $177,000 407.91%

% of portfolio

0.04%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$59.81 - $60.11 $720,889 - $724,505	12,053 Added 406.1%	15,021 $899,000
Q2 2025 Aug 13, 2025	BUY	$59.8 - $60.07 $177,366 - $178,167	2,966 Added 148300.0%	2,968 $177,000
Q1 2025 May 13, 2025	SELL	$59.78 - $60.03 $2,989 - $3,001	-50 Reduced 96.15%	2 $0
Q4 2024 Feb 07, 2025	BUY	$59.74 - $60.03 $3,106 - $3,121	52 New	52 $3,000
Q2 2024 Aug 13, 2024	SELL	$59.55 - $59.81 $1,310 - $1,315	-22 Reduced 32.35%	46 $2,000

Q1 2024 Jun 11, 2024	BUY	$59.62 - $59.91 $4,054 - $4,073	68 New	68 $4,000

Others Institutions Holding FTSM

# of Institutions

450

Shares Held

83.3M

Call Options Held

Put Options Held

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About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History