Holistic Financial Partners First Tr Enhanced Traded Fd Iv Transaction History

Holistic Financial Partners

  • $222 Million
  • Q2 2025

A detailed history of Holistic Financial Partners transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Holistic Financial Partners holds 7,611 shares of FTSM stock, worth $456,431. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,611
Previous 12,212 37.68%
Holding current value
$456,431
Previous $730,000 37.67%
% of portfolio
0.21%
Previous 0.36%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$59.8 - $60.07 $275,139 - $276,382
-4,601 Reduced 37.68%
7,611 $455,000
Q1 2025

May 06, 2025
SELL
$59.78 - $60.03 $140,303 - $140,890
-2,347 Reduced 16.12%
12,212 $730,000
Q4 2024

Feb 04, 2025
SELL
$59.74 - $60.03 $490,286 - $492,666
-8,207 Reduced 36.05%
14,559 $870,000
Q3 2024

Nov 07, 2024
SELL
$59.61 - $60.15 $257,515 - $259,848
-4,320 Reduced 15.95%
22,766 $1.36 Million
Q2 2024

Jul 30, 2024
SELL
$59.55 - $59.81 $356,347 - $357,903
-5,984 Reduced 18.09%
27,086 $1.61 Million
Q1 2024

May 08, 2024
SELL
$59.62 - $59.91 $201,694 - $202,675
-3,383 Reduced 9.28%
33,070 $1.97 Million
Q4 2023

Feb 12, 2024
BUY
$59.43 - $59.85 $1.32 Million - $1.33 Million
22,193 Added 155.63%
36,453 $2.17 Million
Q3 2023

Nov 08, 2023
BUY
$59.42 - $59.69 $179,448 - $180,263
3,020 Added 26.87%
14,260 $847,000
Q2 2023

Aug 09, 2023
BUY
$59.41 - $59.73 $56,795 - $57,101
956 Added 9.3%
11,240 $667,000
Q1 2023

May 04, 2023
BUY
$59.44 - $59.7 $103,425 - $103,878
1,740 Added 20.37%
10,284 $612,000
Q4 2022

Feb 07, 2023
BUY
$59.27 - $59.6 $59 - $59
1 Added 0.01%
8,544 $507,000
Q3 2022

Nov 09, 2022
SELL
$59.32 - $59.5 $5,338 - $5,355
-90 Reduced 1.04%
8,543 $507,000
Q2 2022

Aug 02, 2022
BUY
$59.38 - $59.57 $512,627 - $514,267
8,633 New
8,633 $513,000

Others Institutions Holding FTSM

# of Institutions
465
Shares Held
87.9M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ENHANCED TRADED FD IV

FTSM Quotes by TradingView
  • Ticker FTSM
  • Sector ETFs
  • Industry ETFs
More about FTSM
Track This Portfolio

Track Holistic Financial Partners Portfolio

Follow Holistic Financial Partners 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 Holistic Financial Partners, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Financial Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email