Naviter Wealth, LLC First Tr Enhanced Traded Fd Iv Transaction History

Naviter Wealth, LLC

$814 Million
Q4 2024

A detailed history of Naviter Wealth, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Naviter Wealth, LLC holds 9,626 shares of FTSM stock, worth $576,597. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,626

Holding current value

$576,597

% of portfolio

0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$59.74 - $60.03 $575,057 - $577,848	9,626 New	9,626 $575,000
Q2 2024 Aug 01, 2024	SELL	$59.55 - $59.81 $152,150 - $152,814	-2,555 Reduced 5.51%	43,777 $2.61 Million
Q1 2024 Apr 18, 2024	SELL	$59.62 - $59.91 $8.53 Million - $8.57 Million	-143,005 Reduced 75.53%	46,332 $2.76 Million
Q4 2023 Feb 05, 2024	BUY	$59.43 - $59.85 $674,411 - $679,177	11,348 Added 6.38%	189,337 $11.3 Million
Q3 2023 Nov 14, 2023	BUY	$59.42 - $59.69 $443,094 - $445,108	7,457 Added 4.37%	177,989 $10.6 Million
Q2 2023 Jul 20, 2023	BUY	$59.41 - $59.73 $10.1 Million - $10.2 Million	170,532 New	170,532 $10.1 Million

Others Institutions Holding FTSM

# of Institutions

459

Shares Held

85.6M

Call Options Held

Put Options Held

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About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
Sector ETFs
Industry ETFs

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