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

True Wealth Advisors, LLC

$253 Million
Q1 2025

A detailed history of True Wealth Advisors, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, True Wealth Advisors, LLC holds 10,466 shares of FTSM stock, worth $628,273. This represents 0.25% of its overall portfolio holdings.

Number of Shares

10,466

Previous 13,141 20.36%

Holding current value

$628,273

Previous $785,000 20.0%

% of portfolio

0.25%

Previous 0.3%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$59.78 - $60.03 $159,911 - $160,580	-2,675 Reduced 20.36%	10,466 $628,000
Q4 2024 Jan 15, 2025	BUY	$59.74 - $60.03 $345,416 - $347,093	5,782 Added 78.57%	13,141 $785,000
Q3 2024 Oct 29, 2024	SELL	$59.61 - $60.15 $154,568 - $155,968	-2,593 Reduced 26.06%	7,359 $440,000
Q2 2024 Jul 24, 2024	SELL	$59.55 - $59.81 $306,682 - $308,021	-5,150 Reduced 34.1%	9,952 $593,000
Q1 2024 Apr 23, 2024	SELL	$59.62 - $59.91 $1.93 Million - $1.94 Million	-32,396 Reduced 68.2%	15,102 $900,000
Q4 2023 Feb 08, 2024	SELL	$59.43 - $59.85 $1.09 Million - $1.1 Million	-18,357 Reduced 27.87%	47,498 $2.83 Million
Q3 2023 Nov 07, 2023	BUY	$59.42 - $59.69 $477,380 - $479,549	8,034 Added 13.89%	65,855 $3.91 Million
Q2 2023 Jul 31, 2023	SELL	$59.41 - $59.73 $2.24 Million - $2.26 Million	-37,781 Reduced 39.52%	57,821 $3.44 Million
Q1 2023 Apr 19, 2023	SELL	$59.44 - $59.7 $4.88 Million - $4.9 Million	-82,122 Reduced 46.21%	95,602 $5.69 Million
Q4 2022 Jan 23, 2023	BUY	$59.27 - $59.6 $65,019 - $65,381	1,097 Added 0.62%	177,724 $0
Q3 2022 Oct 21, 2022	BUY	$59.32 - $59.5 $5.4 Million - $5.41 Million	90,997 Added 106.27%	176,627 $10.5 Million
Q2 2022 Jul 27, 2022	BUY	$59.38 - $59.57 $3.59 Million - $3.6 Million	60,418 Added 239.64%	85,630 $5.09 Million
Q1 2022 May 04, 2022	BUY	$59.48 - $59.8 $1.5 Million - $1.51 Million	25,212 New	25,212 $1.5 Million

Others Institutions Holding FTSM

# of Institutions

463

Shares Held

83.5M

Call Options Held

Put Options Held

View Full List

About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
Sector ETFs
Industry ETFs

More about FTSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Account

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