Industrial Alliance Investment Management Inc. First Tr Enhanced Traded Fd Iv Transaction History

Industrial Alliance Investment Management Inc.

$196 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$59.62 - $59.91 $1,490 - $1,497	-25 Reduced 6.76%	345 $21,000
Q4 2023 Feb 14, 2024	SELL	$59.43 - $59.85 $764,745 - $770,149	-12,868 Reduced 97.21%	370 $22,000
Q3 2023 Nov 14, 2023	BUY	$59.42 - $59.69 $330,850 - $332,353	5,568 Added 72.59%	13,238 $787,000
Q2 2023 Aug 14, 2023	BUY	$59.41 - $59.73 $455,674 - $458,129	7,670 New	7,670 $456,000

Others Institutions Holding FTSM

# of Institutions

424

Shares Held

82.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

12.3M
Shares

$738 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

8.37M
Shares

$502 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

7.63M
Shares

$457 Million
0.11% of portfolio
Ubs Group Ag

3.43M
Shares

$206 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

2.64M
Shares

$158 Million
0.01% of portfolio

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About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
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