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

Wealth Plan Investment Management, LLC

$944 Million
Q4 2024

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 91,142 shares of FTSM stock, worth $5.46 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

91,142

Previous 83,455 9.21%

Holding current value

$5.46 Million

Previous $5 Million 9.03%

% of portfolio

0.58%

Previous 0.54%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

463

Shares Held

85.6M

Call Options Held

Put Options Held

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About FIRST TR ENHANCED TRADED FD IV

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