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 8,597 shares of FTSM stock, worth $515,476. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,597
Previous 12,308 30.15%
Holding current value
$515,476
Previous $733,000 29.88%
% of portfolio
0.11%
Previous 0.17%

Shares

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

About FIRST TR ENHANCED TRADED FD IV


  • Ticker FTSM
  • Sector ETFs
  • Industry ETFs
More about FTSM
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