Sugarloaf Wealth Management, LLC First Tr Enhanced Traded Fd Iv Transaction History

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 26, 2023	BUY	$59.44 - $59.7 $832 - $835	14 Added 0.66%	2,138 $127,000
Q4 2022 Feb 03, 2023	BUY	$59.27 - $59.6 $1,244 - $1,251	21 Added 1.0%	2,124 $126,000
Q3 2022 Oct 11, 2022	BUY	$59.32 - $59.5 $474 - $476	8 Added 0.38%	2,103 $125,000
Q2 2022 Jul 12, 2022	BUY	$59.38 - $59.57 $237 - $238	4 Added 0.19%	2,095 $124,000
Q1 2022 Apr 25, 2022	BUY	$59.48 - $59.8 $59 - $59	1 Added 0.05%	2,091 $124,000
Q4 2021 Jan 20, 2022	BUY	$59.79 - $59.95 $119 - $119	2 Added 0.1%	2,090 $125,000
Q3 2021 Oct 20, 2021	BUY	$59.92 - $59.96 $119 - $119	2 Added 0.1%	2,088 $125,000
Q2 2021 Jul 20, 2021	BUY	$59.94 - $59.99 $179 - $179	3 Added 0.14%	2,086 $125,000
Q1 2021 Apr 19, 2021	SELL	$59.97 - $60.06 $119,700 - $119,879	-1,996 Reduced 48.93%	2,083 $125,000
Q4 2020 Feb 03, 2021	BUY	$60.02 - $60.09 $240 - $240	4 Added 0.1%	4,079 $245,000
Q3 2020 Nov 03, 2020	BUY	$60.0 - $60.11 $300 - $300	5 Added 0.12%	4,075 $245,000
Q2 2020 Jul 21, 2020	BUY	$59.02 - $60.06 $531 - $540	9 Added 0.22%	4,070 $244,000
Q1 2020 Apr 15, 2020	BUY	$57.71 - $60.22 $346 - $361	6 Added 0.15%	4,061 $240,000
Q4 2019 Jan 29, 2020	BUY	$60.05 - $60.17 $243,502 - $243,989	4,055 New	4,055 $244,000

Others Institutions Holding FTSM

# of Institutions

423

Shares Held

82.3M

Call Options Held

0

Put Options Held

0

About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
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