A detailed history of Plan Group Financial, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Plan Group Financial, LLC holds 9,953 shares of FTSM stock, worth $596,483. This represents 0.32% of its overall portfolio holdings.

Number of Shares
9,953
Previous 9,952 0.01%
Holding current value
$596,483
Previous $593,000 0.34%
% of portfolio
0.32%
Previous 0.37%

Shares

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

Oct 22, 2024

BUY
$59.61 - $60.15 $59 - $60
1 Added 0.01%
9,953 $595,000
Q2 2024

Aug 05, 2024

SELL
$59.55 - $59.81 $69,435 - $69,738
-1,166 Reduced 10.49%
9,952 $593,000
Q1 2024

Apr 26, 2024

BUY
$59.62 - $59.91 $343,947 - $345,620
5,769 Added 107.85%
11,118 $662,000
Q4 2023

Jan 29, 2024

SELL
$59.43 - $59.85 $344,575 - $347,010
-5,798 Reduced 52.01%
5,349 $319,000
Q3 2023

Nov 13, 2023

BUY
$59.42 - $59.69 $662,354 - $665,364
11,147 New
11,147 $662,000
Q2 2022

Aug 12, 2022

BUY
$59.38 - $59.57 $978,463 - $981,594
16,478 New
16,478 $978,000

Others Institutions Holding FTSM

About FIRST TR ENHANCED TRADED FD IV


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

Track Plan Group Financial, LLC Portfolio

Follow Plan Group Financial, 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 Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.