New Edge Wealth, LLC First Tr Enhanced Traded Fd Iv Transaction History

New Edge Wealth, LLC

$5.35 Billion
Q1 2025

A detailed history of New Edge Wealth, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, New Edge Wealth, LLC holds 88,019 shares of FTSM stock, worth $5.28 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

88,019

Previous 103,489 14.95%

Holding current value

$5.28 Million

Previous $6.19 Million 14.84%

% of portfolio

0.1%

Previous 0.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$59.78 - $60.03 $924,796 - $928,664	-15,470 Reduced 14.95%	88,019 $5.27 Million
Q4 2024 Feb 04, 2025	SELL	$59.74 - $60.03 $77,542 - $77,918	-1,298 Reduced 1.24%	103,489 $6.19 Million
Q3 2024 Nov 12, 2024	BUY	$59.61 - $60.15 $1.08 Million - $1.09 Million	18,082 Added 20.85%	104,787 $6.27 Million
Q2 2024 Aug 01, 2024	SELL	$59.55 - $59.81 $200,088 - $200,961	-3,360 Reduced 3.73%	86,705 $5.17 Million
Q1 2024 May 06, 2024	SELL	$59.62 - $59.91 $733,862 - $737,432	-12,309 Reduced 12.02%	90,065 $5.37 Million
Q4 2023 Jan 29, 2024	SELL	$59.43 - $59.85 $920,392 - $926,896	-15,487 Reduced 13.14%	102,374 $6.11 Million
Q3 2023 Nov 08, 2023	BUY	$59.42 - $59.69 $5.02 Million - $5.04 Million	84,435 Added 252.6%	117,861 $7 Million
Q2 2023 Aug 09, 2023	BUY	$59.41 - $59.73 $135,811 - $136,542	2,286 Added 7.34%	33,426 $1.99 Million
Q1 2023 May 08, 2023	SELL	$59.44 - $59.7 $746,863 - $750,130	-12,565 Reduced 28.75%	31,140 $1.85 Million
Q4 2022 Feb 14, 2023	SELL	$59.27 - $59.6 $731,569 - $735,642	-12,343 Reduced 22.02%	43,705 $2.6 Million
Q3 2022 Nov 14, 2022	SELL	$59.32 - $59.5 $842,818 - $845,376	-14,208 Reduced 20.22%	56,048 $3.33 Million
Q2 2022 Aug 09, 2022	SELL	$59.38 - $59.57 $66,089 - $66,301	-1,113 Reduced 1.56%	70,256 $4.17 Million
Q1 2022 May 10, 2022	BUY	$59.48 - $59.8 $4.25 Million - $4.27 Million	71,369 New	71,369 $4.25 Million

Others Institutions Holding FTSM

# of Institutions

472

Shares Held

87.1M

Call Options Held

Put Options Held

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About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
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New Edge Wealth, LLC First Tr Enhanced Traded Fd Iv Transaction History