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

Key Client Fiduciary Advisors, LLC

$169 Million
Q1 2024

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 43,796 shares of FTSM stock, worth $2.61 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

43,796

Previous 41,305 6.03%

Holding current value

$2.61 Million

Previous $2.46 Million 5.97%

% of portfolio

1.55%

Previous 1.59%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$59.36 - $59.5 $234,056 - $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

413

Shares Held

88.7M

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 Key Client Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Key Client Fiduciary Advisors, LLC with notifications on news.

Account

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