Simplicity Wealth,Llc First Tr Enhanced Traded Fd Iv Transaction History

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Simplicity Wealth,Llc holds 287,994 shares of FTSM stock, worth $17.3 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
287,994
Previous 180,257 59.77%
Holding current value
$17.3 Million
Previous $10.8 Million 59.35%
% of portfolio
0.76%
Previous 0.9%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$59.8 - $60.07 $6.44 Million - $6.47 Million
107,737 Added 59.77%
287,994 $17.2 Million
Q1 2025

Apr 14, 2025
BUY
$59.78 - $60.03 $10.4 Million - $10.4 Million
173,362 Added 2514.31%
180,257 $10.8 Million
Q4 2024

Feb 07, 2025
SELL
$59.74 - $60.03 $13.1 Million - $13.1 Million
-218,740 Reduced 96.94%
6,895 $412,000
Q3 2024

Oct 09, 2024
SELL
$59.61 - $60.15 $1.08 Million - $1.09 Million
-18,122 Reduced 7.43%
225,635 $13.5 Million
Q2 2024

Jul 10, 2024
SELL
$59.55 - $59.81 $1.72 Million - $1.73 Million
-28,907 Reduced 10.6%
243,757 $14.5 Million
Q1 2024

Apr 24, 2024
SELL
$59.62 - $59.91 $686,762 - $690,103
-11,519 Reduced 4.05%
272,664 $16.3 Million
Q4 2023

Jan 29, 2024
BUY
$59.43 - $59.85 $476,034 - $479,398
8,010 Added 2.9%
284,183 $17 Million
Q3 2023

Oct 19, 2023
BUY
$59.42 - $59.69 $1.08 Million - $1.09 Million
18,219 Added 7.06%
276,173 $16.4 Million
Q2 2023

Jul 26, 2023
SELL
$59.41 - $59.73 $348,320 - $350,196
-5,863 Reduced 2.22%
257,954 $15.3 Million
Q1 2023

Apr 27, 2023
BUY
$59.44 - $59.7 $818,964 - $822,546
13,778 Added 5.51%
263,817 $15.7 Million
Q4 2022

Feb 15, 2023
BUY
$59.27 - $59.6 $14.8 Million - $14.9 Million
250,039 New
250,039 $14.9 Million

Others Institutions Holding FTSM

# of Institutions
459
Shares Held
87.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ENHANCED TRADED FD IV

FTSM Quotes by TradingView
  • Ticker FTSM
  • Sector ETFs
  • Industry ETFs
More about FTSM
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