Legacy Wealth Managment, Llc/Id First Tr Enhanced Traded Fd Iv Transaction History

Legacy Wealth Managment, Llc/Id

  • $145 Million
  • Q3 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 62,589 shares of FTSM stock, worth $3.75 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares
62,589
Previous 9,779 540.03%
Holding current value
$3.75 Million
Previous $585,000 540.85%
% of portfolio
2.58%
Previous 0.49%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$59.81 - $60.11 $3.16 Million - $3.17 Million
52,810 Added 540.03%
62,589 $3.75 Million
Q2 2025

Aug 06, 2025
BUY
$59.8 - $60.07 $263,957 - $265,148
4,414 Added 82.27%
9,779 $585,000
Q1 2025

May 16, 2025
SELL
$59.78 - $60.03 $98,457 - $98,869
-1,647 Reduced 23.49%
5,365 $321,000
Q4 2024

Feb 13, 2025
SELL
$59.74 - $60.03 $119,718 - $120,300
-2,004 Reduced 22.23%
7,012 $419,000
Q3 2024

Nov 15, 2024
BUY
$59.61 - $60.15 $537,443 - $542,312
9,016 New
9,016 $539,000

Others Institutions Holding FTSM

# of Institutions
450
Shares Held
84.1M
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
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