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

Twin Peaks Wealth Advisors, LLC

$217 Billion
Q3 2024

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 107,020 shares of FTSM stock, worth $6.41 Million. This represents 2.95% of its overall portfolio holdings.

Number of Shares

107,020

Previous 114,896 6.85%

Holding current value

$6.41 Million

Previous $6.85 Billion 6.43%

% of portfolio

2.95%

Previous 3.42%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

423

Shares Held

82.3M

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