Long Run Wealth Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History

Long Run Wealth Advisors, LLC

$392 Million
Q2 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 168,228 shares of FTSM stock, worth $10.1 Million. This represents 2.56% of its overall portfolio holdings.

Number of Shares

168,228

Previous 140,370 19.85%

Holding current value

$10.1 Million

Previous $8.37 Million 19.81%

% of portfolio

2.56%

Previous 2.22%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$59.55 - $59.81 $1.66 Million - $1.67 Million	27,858 Added 19.85%	168,228 $10 Million
Q1 2024 Apr 24, 2024	BUY	$59.62 - $59.91 $102,367 - $102,865	1,717 Added 1.24%	140,370 $8.37 Million
Q4 2023 Jan 10, 2024	SELL	$59.43 - $59.85 $185,659 - $186,971	-3,124 Reduced 2.2%	138,653 $8.27 Million
Q3 2023 Oct 10, 2023	SELL	$59.42 - $59.69 $860,461 - $864,370	-14,481 Reduced 9.27%	141,777 $8.42 Million
Q2 2023 Jul 17, 2023	SELL	$59.41 - $59.73 $7.1 Million - $7.14 Million	-119,523 Reduced 43.34%	156,258 $9.28 Million
Q1 2023 Apr 21, 2023	BUY	$59.44 - $59.7 $1.24 Million - $1.25 Million	20,903 Added 8.2%	275,781 $16.4 Million
Q4 2022 Jan 26, 2023	SELL	$59.27 - $59.6 $856,392 - $861,160	-14,449 Reduced 5.36%	254,878 $0
Q3 2022 Nov 09, 2022	SELL	$59.36 - $59.5 $9.88 Million - $9.9 Million	-166,413 Reduced 38.19%	269,327 $16 Million
Q2 2022 Jul 19, 2022	SELL	$59.38 - $59.57 $754,660 - $757,075	-12,709 Reduced 2.83%	435,740 $25.9 Million
Q1 2022 Apr 27, 2022	SELL	$59.48 - $59.8 $5.39 Million - $5.42 Million	-90,700 Reduced 16.82%	448,449 $26.7 Million
Q4 2021 Jan 21, 2022	BUY	$59.79 - $59.95 $32.2 Million - $32.3 Million	539,149 New	539,149 $32.2 Million

Others Institutions Holding FTSM

# of Institutions

412

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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Long Run Wealth Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History