A detailed history of Foundations Investment Advisors, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 105,900 shares of FTSM stock, worth $6.35 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
105,900
Previous 120,365 12.02%
Holding current value
$6.35 Million
Previous $7.17 Million 11.61%
% of portfolio
0.14%
Previous 0.19%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$59.61 - $60.15 $862,258 - $870,069
-14,465 Reduced 12.02%
105,900 $6.34 Million
Q2 2024

Aug 02, 2024

SELL
$59.55 - $59.81 $1.23 Million - $1.24 Million
-20,720 Reduced 14.69%
120,365 $7.17 Million
Q1 2024

May 13, 2024

SELL
$59.62 - $59.91 $1.52 Million - $1.53 Million
-25,553 Reduced 15.33%
141,085 $8.41 Million
Q4 2023

Feb 08, 2024

SELL
$59.43 - $59.85 $1.3 Million - $1.31 Million
-21,816 Reduced 11.58%
166,638 $9.94 Million
Q3 2023

Oct 05, 2023

BUY
$59.42 - $59.69 $535,552 - $537,985
9,013 Added 5.02%
188,454 $11.2 Million
Q2 2023

Jul 19, 2023

SELL
$59.41 - $59.73 $2.54 Million - $2.56 Million
-42,781 Reduced 19.25%
179,441 $10.7 Million
Q1 2023

Apr 25, 2023

BUY
$59.44 - $59.7 $2.07 Million - $2.08 Million
34,897 Added 18.63%
222,222 $13.2 Million
Q4 2022

Jan 11, 2023

BUY
$59.27 - $59.6 $8.75 Million - $8.8 Million
147,673 Added 372.42%
187,325 $0
Q3 2022

Oct 19, 2022

SELL
$59.32 - $59.5 $8.27 Million - $8.3 Million
-139,459 Reduced 77.86%
39,652 $2.35 Million
Q2 2022

Jul 08, 2022

BUY
$59.38 - $59.57 $10.6 Million - $10.7 Million
179,111 New
179,111 $10.6 Million

Others Institutions Holding FTSM

About FIRST TR ENHANCED TRADED FD IV


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

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.