A detailed history of Fsc Wealth Advisors, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Fsc Wealth Advisors, LLC holds 210,330 shares of FTSM stock, worth $12.6 Million. This represents 9.35% of its overall portfolio holdings.

Number of Shares
210,330
Previous 213,278 1.38%
Holding current value
$12.6 Million
Previous $12.7 Million 1.42%
% of portfolio
9.35%
Previous 9.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$59.55 - $59.81 $175,553 - $176,319
-2,948 Reduced 1.38%
210,330 $12.5 Million
Q1 2024

Apr 16, 2024

SELL
$59.62 - $59.91 $352,711 - $354,427
-5,916 Reduced 2.7%
213,278 $12.7 Million
Q4 2023

Jan 16, 2024

SELL
$59.43 - $59.85 $6.06 Million - $6.1 Million
-101,956 Reduced 31.75%
219,194 $13.1 Million
Q3 2023

Oct 23, 2023

SELL
$59.42 - $59.69 $41,178 - $41,365
-693 Reduced 0.22%
321,150 $19.1 Million
Q2 2023

Jul 18, 2023

BUY
$59.41 - $59.73 $41,408 - $41,631
697 Added 0.22%
321,843 $19.1 Million
Q1 2023

Apr 18, 2023

BUY
$59.44 - $59.7 $2.3 Million - $2.31 Million
38,771 Added 13.73%
321,146 $19.1 Million
Q4 2022

Jan 17, 2023

BUY
$59.27 - $59.6 $16.7 Million - $16.8 Million
282,375 New
282,375 $0

Others Institutions Holding FTSM

About FIRST TR ENHANCED TRADED FD IV


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

Track Fsc Wealth Advisors, LLC Portfolio

Follow Fsc Wealth 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 Fsc Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsc Wealth Advisors, LLC with notifications on news.