Herold Advisors, Inc. First Tr Enhanced Traded Fd Iv Transaction History

Herold Advisors, Inc.

$439 Million
Q1 2025

A detailed history of Herold Advisors, Inc. transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Herold Advisors, Inc. holds 29,130 shares of FTSM stock, worth $1.75 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

29,130

Previous 9,910 193.95%

Holding current value

$1.75 Million

Previous $592,000 194.43%

% of portfolio

0.4%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$59.78 - $60.03 $1.15 Million - $1.15 Million	19,220 Added 193.95%	29,130 $1.74 Million
Q4 2024 Feb 14, 2025	BUY	$59.74 - $60.03 $78,438 - $78,819	1,313 Added 15.27%	9,910 $592,000
Q3 2024 Nov 14, 2024	SELL	$59.61 - $60.15 $221,212 - $223,216	-3,711 Reduced 30.15%	8,597 $514,000
Q2 2024 Jul 24, 2024	BUY	$59.55 - $59.81 $335,504 - $336,969	5,634 Added 84.42%	12,308 $733,000
Q1 2024 May 10, 2024	SELL	$59.62 - $59.91 $371,730 - $373,538	-6,235 Reduced 48.3%	6,674 $397,000
Q4 2023 Feb 02, 2024	BUY	$59.43 - $59.85 $767,181 - $772,603	12,909 New	12,909 $770,000

Others Institutions Holding FTSM

# of Institutions

476

Shares Held

89.1M

Call Options Held

Put Options Held

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About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
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Herold Advisors, Inc. First Tr Enhanced Traded Fd Iv Transaction History