Epic Trust Investment Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History

Epic Trust Investment Advisors, LLC

  • $84.7 Million
  • Q2 2024

A detailed history of Epic Trust Investment Advisors, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 6,287 shares of FTSM stock, worth $375,836. This represents 0.44% of its overall portfolio holdings.

Number of Shares
6,287
Previous 6,701 6.18%
Holding current value
$375,836
Previous $399,000 6.27%
% of portfolio
0.44%
Previous 0.52%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$59.55 - $59.81 $24,653 - $24,761
-414 Reduced 6.18%
6,287 $374,000
Q1 2024

Apr 19, 2024
SELL
$59.62 - $59.91 $63,495 - $63,804
-1,065 Reduced 13.71%
6,701 $399,000
Q4 2023

Feb 05, 2024
SELL
$59.43 - $59.85 $20,087 - $20,229
-338 Reduced 4.17%
7,766 $463,000
Q3 2023

Oct 16, 2023
SELL
$59.42 - $59.69 $36,008 - $36,172
-606 Reduced 6.96%
8,104 $481,000
Q2 2023

Jul 24, 2023
SELL
$59.41 - $59.73 $107,056 - $107,633
-1,802 Reduced 17.14%
8,710 $517,000
Q1 2023

May 09, 2023
BUY
$59.44 - $59.7 $1,426 - $1,432
24 Added 0.23%
10,512 $625,000
Q4 2022

Feb 14, 2023
SELL
$59.27 - $59.6 $262,032 - $263,491
-4,421 Reduced 29.65%
10,488 $623,000
Q3 2022

Nov 07, 2022
SELL
$59.32 - $59.5 $61,218 - $61,404
-1,032 Reduced 6.47%
14,909 $884,000
Q2 2022

Aug 05, 2022
SELL
$59.38 - $59.57 $307,944 - $308,930
-5,186 Reduced 24.55%
15,941 $947,000
Q1 2022

Apr 20, 2022
SELL
$59.48 - $59.8 $135,614 - $136,344
-2,280 Reduced 9.74%
21,127 $1.26 Million
Q4 2021

Jan 14, 2022
BUY
$59.79 - $59.95 $1.4 Million - $1.4 Million
23,407 New
23,407 $1.4 Million

Others Institutions Holding FTSM

# of Institutions
429
Shares Held
82.7M
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 Epic Trust Investment Advisors, LLC Portfolio

Follow Epic Trust Investment Advisors, 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 Epic Trust Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epic Trust Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email