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

Twin Peaks Wealth Advisors, LLC

$309 Billion
Q2 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 116,759 shares of FTSM stock, worth $7 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares

116,759

Previous 109,984 6.16%

Holding current value

$7 Million

Previous $6.58 Billion 6.36%

% of portfolio

2.27%

Previous 3.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$59.8 - $60.07 $405,145 - $406,974	6,775 Added 6.16%	116,759 $7 Billion
Q1 2025 Apr 16, 2025	BUY	$59.78 - $60.03 $438,426 - $440,260	7,334 Added 7.14%	109,984 $6.58 Billion
Q4 2024 Feb 04, 2025	SELL	$59.74 - $60.03 $261,063 - $262,331	-4,370 Reduced 4.08%	102,650 $6.14 Billion
Q3 2024 Oct 25, 2024	SELL	$59.61 - $60.15 $469,488 - $473,741	-7,876 Reduced 6.85%	107,020 $6.41 Billion
Q2 2024 Jul 31, 2024	SELL	$59.55 - $59.81 $1.13 Million - $1.14 Million	-19,003 Reduced 14.19%	114,896 $6.85 Billion
Q1 2024 Apr 23, 2024	BUY	$59.62 - $59.91 $766,653 - $770,382	12,859 Added 10.62%	133,899 $7.98 Billion
Q4 2023 Jan 17, 2024	BUY	$59.43 - $59.85 $7.19 Million - $7.24 Million	121,040 New	121,040 $7.22 Billion

Others Institutions Holding FTSM

# of Institutions

465

Shares Held

87.9M

Call Options Held

Put Options Held

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About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
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Twin Peaks Wealth Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History