A detailed history of Meridian Wealth Management, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 20,113 shares of FTSM stock, worth $1.21 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
20,113
Previous 23,943 16.0%
Holding current value
$1.21 Million
Previous $1.43 Million 15.63%
% of portfolio
0.06%
Previous 0.17%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$59.61 - $60.15 $228,306 - $230,374
-3,830 Reduced 16.0%
20,113 $1.2 Million
Q2 2024

Aug 08, 2024

BUY
$59.55 - $59.81 $1.43 Million - $1.43 Million
23,943 New
23,943 $1.43 Million
Q4 2023

Feb 08, 2024

BUY
$59.43 - $59.85 $1.96 Million - $1.97 Million
32,961 Added 526.79%
39,218 $2.34 Million
Q3 2023

Oct 17, 2023

SELL
$59.42 - $59.69 $66,847 - $67,151
-1,125 Reduced 15.24%
6,257 $371,000
Q2 2023

Aug 02, 2023

BUY
$59.41 - $59.73 $415 - $418
7 Added 0.09%
7,382 $438,000
Q1 2023

May 12, 2023

SELL
$59.44 - $59.7 $27,996 - $28,118
-471 Reduced 6.0%
7,375 $438,000
Q4 2022

Feb 13, 2023

BUY
$59.27 - $59.6 $465,032 - $467,621
7,846 New
7,846 $466,000
Q2 2022

Aug 05, 2022

BUY
$59.38 - $59.57 $294,346 - $295,288
4,957 New
4,957 $294,000

Others Institutions Holding FTSM

About FIRST TR ENHANCED TRADED FD IV


  • Ticker FTSM
  • Sector ETFs
  • Industry ETFs
More about FTSM
Track This Portfolio

Track Meridian Wealth Management, LLC Portfolio

Follow Meridian Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.