Independent Wealth Network Inc. First Tr Enhanced Traded Fd Iv Transaction History

Independent Wealth Network Inc.

  • $257 Million
  • Q2 2025

A detailed history of Independent Wealth Network Inc. transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Independent Wealth Network Inc. holds 8,371 shares of FTSM stock, worth $502,427. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,371
Previous 14,522 42.36%
Holding current value
$502,427
Previous $868,000 42.28%
% of portfolio
0.19%
Previous 0.37%

Shares

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

Jul 16, 2025
SELL
$59.8 - $60.07 $367,829 - $369,490
-6,151 Reduced 42.36%
8,371 $501,000
Q1 2025

May 02, 2025
SELL
$59.78 - $60.03 $150,346 - $150,975
-2,515 Reduced 14.76%
14,522 $868,000
Q4 2024

Jan 17, 2025
SELL
$59.74 - $60.03 $75,391 - $75,757
-1,262 Reduced 6.9%
17,037 $1.02 Million
Q3 2024

Oct 15, 2024
SELL
$59.61 - $60.15 $325,768 - $328,719
-5,465 Reduced 23.0%
18,299 $1.1 Million
Q2 2024

Jul 18, 2024
BUY
$59.55 - $59.81 $197,289 - $198,150
3,313 Added 16.2%
23,764 $1.42 Million
Q1 2024

May 20, 2024
BUY
$59.62 - $59.91 $1.22 Million - $1.23 Million
20,451 New
20,451 $1.22 Million
Q4 2023

Jan 12, 2024
BUY
$59.43 - $59.85 $720,767 - $725,860
12,128 Added 62.97%
31,387 $1.87 Million
Q3 2023

Oct 11, 2023
BUY
$59.42 - $59.69 $75,047 - $75,388
1,263 Added 7.02%
19,259 $1.14 Million
Q2 2023

Jul 12, 2023
BUY
$59.41 - $59.73 $37,547 - $37,749
632 Added 3.64%
17,996 $1.07 Million
Q1 2023

Apr 18, 2023
BUY
$59.44 - $59.7 $673,752 - $676,699
11,335 Added 188.01%
17,364 $1.03 Million
Q4 2022

Jan 25, 2023
BUY
$59.27 - $59.6 $357,338 - $359,328
6,029 New
6,029 $0

Others Institutions Holding FTSM

# of Institutions
473
Shares Held
87.8M
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 Independent Wealth Network Inc. Portfolio

Follow Independent Wealth Network Inc. 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 Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email