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 17,680 shares of FTSM stock, worth $1.06 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
17,680
Previous 19,091 7.39%
Holding current value
$1.06 Million
Previous $1.14 Million 6.95%
% of portfolio
0.97%
Previous 1.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TR ENHANCED TRADED FD IV


  • Ticker FTSM
  • Sector ETFs
  • Industry ETFs
More about FTSM
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