Summit Financial Wealth Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History

Summit Financial Wealth Advisors, LLC

$609 Million
Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 334,151 shares of FTSM stock, worth $20 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares

334,151

Holding current value

$20 Million

% of portfolio

3.29%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 03, 2025	BUY	$59.81 - $60.11 $20 Million - $20.1 Million	334,151 New	334,151 $20 Million
Q1 2023 Apr 10, 2023	BUY	$59.44 - $59.7 $59,380 - $59,640	999 Added 8.04%	13,424 $798,000
Q4 2022 Jan 17, 2023	SELL	$59.27 - $59.6 $257,646 - $259,081	-4,347 Reduced 25.92%	12,425 $0
Q3 2022 Oct 28, 2022	SELL	$59.32 - $59.5 $305,142 - $306,068	-5,144 Reduced 23.47%	16,772 $996,000
Q2 2022 Jul 26, 2022	SELL	$59.38 - $59.57 $11.2 Million - $11.3 Million	-189,200 Reduced 89.62%	21,916 $1.3 Million
Q1 2022 May 06, 2022	SELL	$59.48 - $59.8 $24.9 Million - $25.1 Million	-419,443 Reduced 66.52%	211,116 $12.6 Million
Q4 2021 Jan 12, 2022	BUY	$59.79 - $59.95 $23.4 Million - $23.5 Million	391,812 Added 164.11%	630,559 $37.7 Million
Q3 2021 Nov 05, 2021	SELL	$59.92 - $59.96 $800,770 - $801,305	-13,364 Reduced 5.3%	238,747 $14.3 Million
Q2 2021 Aug 09, 2021	SELL	$59.94 - $59.99 $10.6 Million - $10.6 Million	-177,205 Reduced 41.28%	252,111 $15.1 Million
Q1 2021 Apr 23, 2021	BUY	$59.97 - $60.06 $631,304 - $632,251	10,527 Added 2.51%	429,316 $25.8 Million
Q4 2020 Jan 11, 2021	SELL	$60.02 - $60.09 $311,023 - $311,386	-5,182 Reduced 1.22%	418,789 $25.1 Million
Q3 2020 Nov 09, 2020	BUY	$60.0 - $60.11 $196,320 - $196,679	3,272 Added 0.78%	423,971 $25.5 Million
Q2 2020 Jul 16, 2020	BUY	$59.02 - $60.06 $351,346 - $357,537	5,953 Added 1.44%	420,699 $25.3 Million
Q1 2020 Apr 29, 2020	BUY	$57.71 - $60.22 $588,815 - $614,424	10,203 Added 2.52%	414,746 $24.5 Million
Q4 2019 Jan 28, 2020	SELL	$60.05 - $60.17 $3.45 Million - $3.46 Million	-57,512 Reduced 12.45%	404,543 $24.4 Million
Q3 2019 Nov 05, 2019	BUY	$60.04 - $60.19 $58,899 - $59,046	981 Added 0.21%	462,055 $27.8 Million
Q2 2019 Jul 16, 2019	BUY	$59.97 - $60.16 $2.38 Million - $2.38 Million	39,643 Added 9.41%	461,074 $27.7 Million
Q1 2019 May 01, 2019	BUY	$59.84 - $60.09 $1.08 Million - $1.09 Million	18,118 Added 4.49%	421,431 $25.3 Million
Q4 2018 Feb 01, 2019	BUY	$59.79 - $60.07 $1.37 Million - $1.37 Million	22,835 Added 6.0%	403,313 $24.1 Million
Q3 2018 Oct 22, 2018	BUY	$59.96 - $60.1 $22.8 Million - $22.9 Million	380,478 New	380,478 $22.8 Million

Others Institutions Holding FTSM

# of Institutions

465

Shares Held

87.8M

Call Options Held

Put Options Held

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About FIRST TR ENHANCED TRADED FD IV

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Summit Financial Wealth Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History