Institutional & Family Asset Management, LLC First Tr Enhanced Traded Fd Iv Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 14, 2020	SELL	$57.71 - $60.22 $773,775 - $807,429	-13,408 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$60.05 - $60.17 $1.77 Million - $1.77 Million	-29,401 Reduced 68.68%	13,408 $806,000
Q3 2019 Nov 14, 2019	SELL	$60.04 - $60.19 $1.19 Million - $1.19 Million	-19,820 Reduced 31.65%	42,809 $2.57 Million
Q2 2019 Aug 14, 2019	BUY	$59.97 - $60.16 $558,140 - $559,909	9,307 Added 17.45%	62,629 $3.76 Million
Q1 2019 May 13, 2019	SELL	$59.84 - $60.09 $2.17 Million - $2.18 Million	-36,288 Reduced 40.5%	53,322 $3.2 Million
Q4 2018 Feb 14, 2019	BUY	$59.79 - $60.07 $4.37 Million - $4.39 Million	73,023 Added 440.24%	89,610 $5.36 Million
Q3 2018 Nov 13, 2018	BUY	$59.96 - $60.1 $227,368 - $227,899	3,792 Added 29.64%	16,587 $996,000
Q2 2018 Aug 13, 2018	BUY	$59.95 - $60.06 $767,060 - $768,467	12,795 New	12,795 $768,000

Others Institutions Holding FTSM

# of Institutions

424

Shares Held

82.3M

Call Options Held

Put Options Held

View Full List

About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
Sector ETFs
Industry ETFs

More about FTSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.

Account