Holistic Planning, LLC First Tr Enhanced Traded Fd Iv Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Holistic Planning, LLC holds 300,852 shares of FTSM stock, worth $18 Million. This represents 4.73% of its overall portfolio holdings.

Number of Shares
300,852
Previous 288,092 4.43%
Holding current value
$18 Million
Previous $17.2 Billion 4.5%
% of portfolio
4.73%
Previous 4.94%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$59.81 - $60.11 $763,175 - $767,003
12,760 Added 4.43%
300,852 $18 Billion
Q2 2025

Jul 28, 2025
SELL
$59.8 - $60.07 $787,506 - $791,061
-13,169 Reduced 4.37%
288,092 $17.2 Billion
Q1 2025

Apr 23, 2025
BUY
$59.78 - $60.03 $2.38 Million - $2.39 Million
39,852 Added 15.25%
301,261 $18 Billion
Q4 2024

Jan 24, 2025
BUY
$59.74 - $60.03 $14.7 Million - $14.8 Million
246,803 Added 1689.74%
261,409 $15.6 Billion
Q3 2024

Nov 01, 2024
BUY
$59.61 - $60.15 $870,663 - $878,550
14,606 New
14,606 $874 Million

Others Institutions Holding FTSM

# of Institutions
450
Shares Held
84.1M
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
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