A detailed history of Summit Wealth Partners, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 40,536 shares of FTSM stock, worth $2.43 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
40,536
Previous 27,262 48.69%
Holding current value
$2.43 Million
Previous $1.62 Billion 49.36%
% of portfolio
0.47%
Previous 0.34%

Shares

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

Oct 28, 2024

BUY
$59.61 - $60.15 $791,263 - $798,431
13,274 Added 48.69%
40,536 $2.43 Billion
Q2 2024

Sep 11, 2024

SELL
$59.55 - $59.81 $203,839 - $204,729
-3,423 Reduced 11.16%
27,262 $1.62 Billion
Q1 2024

Sep 11, 2024

BUY
$59.62 - $59.91 $254,756 - $255,995
4,273 Added 16.18%
30,685 $1.83 Billion
Q4 2023

Sep 11, 2024

BUY
$59.43 - $59.85 $723,263 - $728,374
12,170 Added 85.45%
26,412 $1.58 Billion
Q3 2023

Sep 11, 2024

SELL
$59.42 - $59.69 $235,600 - $236,670
-3,965 Reduced 21.78%
14,242 $846 Million
Q2 2023

Sep 11, 2024

BUY
$59.41 - $59.73 $1.08 Million - $1.09 Million
18,207 New
18,207 $1.08 Billion

Others Institutions Holding FTSM

About FIRST TR ENHANCED TRADED FD IV


  • Ticker FTSM
  • Sector ETFs
  • Industry ETFs
More about FTSM
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