Willner & Heller, LLC First Tr Enhanced Traded Fd Iv Transaction History

Willner & Heller, LLC

  • $134 Million
  • Q4 2025

A detailed history of Willner & Heller, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Willner & Heller, LLC holds 45,279 shares of FTSM stock, worth $2.72 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
45,279
Previous 16,313 177.56%
Holding current value
$2.72 Million
Previous $977,000 177.89%
% of portfolio
2.03%
Previous 0.79%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$59.91 - $60.13 $1.74 Million - $1.74 Million
28,966 Added 177.56%
45,279 $2.72 Million
Q3 2025

Oct 16, 2025
SELL
$59.81 - $60.11 $429,974 - $432,130
-7,189 Reduced 30.59%
16,313 $977,000
Q2 2025

Jul 21, 2025
BUY
$59.8 - $60.07 $255,764 - $256,919
4,277 Added 22.25%
23,502 $1.41 Million
Q1 2025

May 05, 2025
BUY
$59.78 - $60.03 $240,375 - $241,380
4,021 Added 26.45%
19,225 $1.15 Million
Q4 2024

Jan 16, 2025
SELL
$59.74 - $60.03 $147,916 - $148,634
-2,476 Reduced 14.0%
15,204 $908,000
Q3 2024

Oct 10, 2024
SELL
$59.61 - $60.15 $84,109 - $84,871
-1,411 Reduced 7.39%
17,680 $1.06 Million
Q2 2024

Jul 19, 2024
BUY
$59.55 - $59.81 $14,113 - $14,174
237 Added 1.26%
19,091 $1.14 Million
Q1 2024

Jul 19, 2024
BUY
$59.62 - $59.91 $359,687 - $361,437
6,033 Added 47.06%
18,854 $1.12 Million
Q4 2023

Mar 06, 2024
BUY
$59.43 - $59.85 $761,952 - $767,336
12,821 New
12,821 $764,000

Others Institutions Holding FTSM

# of Institutions
450
Shares Held
83.8M
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
Track This Portfolio

Track Willner & Heller, LLC Portfolio

Follow Willner & Heller, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Willner & Heller, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Willner & Heller, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email