Key Client Fiduciary Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History

Key Client Fiduciary Advisors, LLC

$196 Million
Q1 2025

A detailed history of Key Client Fiduciary Advisors, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 42,809 shares of FTSM stock, worth $2.56 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

42,809

Previous 35,871 19.34%

Holding current value

$2.56 Million

Previous $2.14 Million 19.82%

% of portfolio

1.31%

Previous 1.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$59.78 - $60.03 $414,753 - $416,488	6,938 Added 19.34%	42,809 $2.57 Million
Q4 2024 Jan 17, 2025	BUY	$59.74 - $60.03 $54,064 - $54,327	905 Added 2.59%	35,871 $2.14 Million
Q3 2024 Oct 18, 2024	BUY	$59.61 - $60.15 $55,437 - $55,939	930 Added 2.73%	34,966 $2.09 Million
Q2 2024 Jul 16, 2024	SELL	$59.55 - $59.81 $581,208 - $583,745	-9,760 Reduced 22.29%	34,036 $2.03 Million
Q1 2024 Apr 15, 2024	BUY	$59.62 - $59.91 $148,513 - $149,235	2,491 Added 6.03%	43,796 $2.61 Million
Q4 2023 Jan 09, 2024	SELL	$59.43 - $59.85 $137,223 - $138,193	-2,309 Reduced 5.29%	41,305 $2.46 Million
Q3 2023 Nov 14, 2023	BUY	$59.42 - $59.69 $444,461 - $446,481	7,480 Added 20.7%	43,614 $2.59 Million
Q2 2023 Jul 13, 2023	SELL	$59.41 - $59.73 $581,920 - $585,055	-9,795 Reduced 21.33%	36,134 $2.15 Million
Q1 2023 Apr 25, 2023	BUY	$59.44 - $59.7 $883,278 - $887,142	14,860 Added 47.83%	45,929 $2.73 Million
Q4 2022 Jan 17, 2023	BUY	$59.27 - $59.6 $413,467 - $415,769	6,976 Added 28.95%	31,069 $0
Q3 2022 Oct 12, 2022	SELL	$59.32 - $59.5 $233,898 - $234,608	-3,943 Reduced 14.06%	24,093 $1.43 Million
Q2 2022 Jul 19, 2022	BUY	$59.38 - $59.57 $387,216 - $388,455	6,521 Added 30.31%	28,036 $1.67 Million
Q1 2022 Apr 18, 2022	SELL	$59.48 - $59.8 $213,235 - $214,383	-3,585 Reduced 14.28%	21,515 $1.28 Million
Q4 2021 Mar 01, 2022	BUY	$59.79 - $59.95 $1.5 Million - $1.5 Million	25,100 New	25,100 $1.5 Million

Others Institutions Holding FTSM

# of Institutions

468

Shares Held

84.2M

Call Options Held

Put Options Held

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About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
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Key Client Fiduciary Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History