Wealth Plan Investment Management, LLC First Tr Enhanced Traded Fd Iv Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 95,125 shares of FTSM stock, worth $5.71 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
95,125
Previous 91,142 4.37%
Holding current value
$5.71 Million
Previous $5.45 Million 4.5%
% of portfolio
0.6%
Previous 0.58%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$59.78 - $60.03 $238,103 - $239,099
3,983 Added 4.37%
95,125 $5.69 Million
Q4 2024

Jan 30, 2025
BUY
$59.74 - $60.03 $459,221 - $461,450
7,687 Added 9.21%
91,142 $5.45 Million
Q3 2024

Nov 05, 2024
BUY
$59.61 - $60.15 $4.97 Million - $5.02 Million
83,455 New
83,455 $5 Million
Q3 2023

Nov 09, 2023
BUY
$59.42 - $59.69 $4.39 Million - $4.41 Million
73,882 Added 10645.82%
74,576 $4.43 Million
Q2 2023

Aug 14, 2023
BUY
$59.41 - $59.73 $27,090 - $27,236
456 Added 191.6%
694 $41,000
Q2 2023

Jul 25, 2023
SELL
$59.41 - $59.73 $26,675 - $26,818
-449 Reduced 65.36%
238 $14,000
Q1 2023

May 08, 2023
SELL
$59.44 - $59.7 $4.39 Million - $4.41 Million
-73,865 Reduced 99.08%
687 $40,000
Q4 2022

Feb 15, 2023
BUY
$59.27 - $59.6 $54,291 - $54,593
916 Added 1.24%
74,552 $4.43 Million
Q3 2022

Dec 12, 2022
SELL
$59.32 - $59.5 $429,773 - $431,077
-7,245 Reduced 8.96%
73,636 $4.38 Million
Q1 2022

Sep 07, 2022
BUY
$59.48 - $59.8 $4.81 Million - $4.84 Million
80,881 New
80,881 $4.81 Million

Others Institutions Holding FTSM

# of Institutions
472
Shares Held
87.1M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ENHANCED TRADED FD IV

FTSM Quotes by TradingView
  • Ticker FTSM
  • Sector ETFs
  • Industry ETFs
More about FTSM
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