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

Willner & Heller, LLC

$87.7 Million
Q4 2023

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 12,821 shares of FTSM stock, worth $765,413. This represents 0.87% of its overall portfolio holdings.

Number of Shares

12,821

Holding current value

$765,413

% of portfolio

0.87%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

413

Shares Held

88.7M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

13.3M
Shares

$793 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

8.18M
Shares

$488 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

8.04M
Shares

$480 Million
0.26% of portfolio
Ubs Group Ag

4.05M
Shares

$242 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$185 Million
0.02% of portfolio

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About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
Sector ETFs
Industry ETFs

More about FTSM

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