Creative Planning First Tr Enhanced Traded Fd Iv Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Creative Planning holds 14,351 shares of FTSM stock, worth $860,772. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,351

Previous 14,488 0.95%

Holding current value

$860,772

Previous $867,000 0.92%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$59.81 - $60.11 $8,193 - $8,235	-137 Reduced 0.95%	14,351 $859,000
Q2 2025 Aug 08, 2025	SELL	$59.8 - $60.07 $6,159 - $6,187	-103 Reduced 0.71%	14,488 $867,000
Q1 2025 May 15, 2025	BUY	$59.78 - $60.03 $179,638 - $180,390	3,005 Added 25.94%	14,591 $873,000
Q4 2024 Feb 14, 2025	SELL	$59.74 - $60.03 $152,337 - $153,076	-2,550 Reduced 18.04%	11,586 $692,000
Q3 2024 Oct 11, 2024	SELL	$59.61 - $60.15 $60,146 - $60,691	-1,009 Reduced 6.66%	14,136 $846,000

Q2 2024 Aug 15, 2024	SELL	$59.55 - $59.81 $204,673 - $205,566	-3,437 Reduced 18.5%	15,145 $902,000
Q1 2024 May 10, 2024	BUY	$59.62 - $59.91 $227,688 - $228,796	3,819 Added 25.87%	18,582 $1.11 Million
Q4 2023 Feb 14, 2024	BUY	$59.43 - $59.85 $571,003 - $575,038	9,608 Added 186.38%	14,763 $880,000
Q3 2023 Nov 16, 2023	SELL	$59.42 - $59.69 $136,903 - $137,525	-2,304 Reduced 30.89%	5,155 $306,000
Q2 2023 Jul 21, 2023	BUY	$59.41 - $59.73 $28,873 - $29,028	486 Added 6.97%	7,459 $443,000
Q1 2023 May 15, 2023	SELL	$59.44 - $59.7 $469,100 - $471,152	-7,892 Reduced 53.09%	6,973 $414,000
Q4 2022 Feb 10, 2023	SELL	$59.27 - $59.6 $485,599 - $488,302	-8,193 Reduced 35.53%	14,865 $883,000
Q3 2022 Nov 03, 2022	SELL	$59.32 - $59.5 $708,399 - $710,549	-11,942 Reduced 34.12%	23,058 $1.37 Million
Q2 2022 Aug 15, 2022	BUY	$59.38 - $59.57 $400,636 - $401,918	6,747 Added 23.88%	35,000 $2.08 Million
Q1 2022 May 16, 2022	SELL	$59.48 - $59.8 $1.68 Million - $1.68 Million	-28,164 Reduced 49.92%	28,253 $1.68 Million
Q4 2021 Feb 11, 2022	BUY	$59.79 - $59.95 $3.37 Million - $3.38 Million	56,417 New	56,417 $3.37 Million
Q1 2020 May 05, 2020	SELL	$57.71 - $60.22 $251,673 - $262,619	-4,361 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$60.05 - $60.17 $261,878 - $262,401	4,361 New	4,361 $262,000

Others Institutions Holding FTSM

# of Institutions

450

Shares Held

83.7M

Call Options Held

Put Options Held

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About FIRST TR ENHANCED TRADED FD IV

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Creative Planning First Tr Enhanced Traded Fd Iv Transaction History