Guardian Wealth Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 46,623 shares of FTSM stock, worth $2.8 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

46,623

Previous 44,340 5.15%

Holding current value

$2.8 Million

Previous $2.65 Million 4.97%

% of portfolio

0.24%

Previous 0.32%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$59.74 - $60.03 $136,386 - $137,048	2,283 Added 5.15%	46,623 $2.79 Million
Q3 2024 Nov 14, 2024	SELL	$59.61 - $60.15 $53,112 - $53,593	-891 Reduced 1.97%	44,340 $2.65 Million
Q2 2024 Aug 14, 2024	BUY	$59.55 - $59.81 $235,877 - $236,907	3,961 Added 9.6%	45,231 $2.7 Million
Q1 2024 May 15, 2024	SELL	$59.62 - $59.91 $95,213 - $95,676	-1,597 Reduced 3.73%	41,270 $2.46 Million
Q4 2023 Feb 14, 2024	SELL	$59.43 - $59.85 $178,230 - $179,490	-2,999 Reduced 6.54%	42,867 $2.56 Million
Q3 2023 Nov 14, 2023	BUY	$59.42 - $59.69 $194,719 - $195,604	3,277 Added 7.69%	45,866 $2.73 Million
Q2 2023 Aug 14, 2023	BUY	$59.41 - $59.73 $172,289 - $173,217	2,900 Added 7.31%	42,589 $2.53 Million
Q1 2023 May 15, 2023	BUY	$59.44 - $59.7 $1.62 Million - $1.63 Million	27,266 Added 219.48%	39,689 $2.36 Million
Q4 2022 Feb 14, 2023	SELL	$59.27 - $59.6 $56,306 - $56,620	-950 Reduced 7.1%	12,423 $738,000
Q3 2022 Nov 14, 2022	SELL	$59.32 - $59.5 $53,684 - $53,847	-905 Reduced 6.34%	13,373 $795,000
Q2 2022 Aug 15, 2022	SELL	$59.38 - $59.57 $2.48 Million - $2.49 Million	-41,736 Reduced 74.51%	14,278 $849,000
Q1 2022 May 16, 2022	SELL	$59.48 - $59.8 $1.96 Million - $1.97 Million	-32,924 Reduced 37.02%	56,014 $3.34 Million
Q4 2021 May 16, 2022	BUY	$59.79 - $59.95 $2.15 Million - $2.15 Million	35,942 Added 67.82%	88,938 $5.32 Million
Q4 2021 Feb 14, 2022	BUY	$59.79 - $59.95 $3.17 Million - $3.18 Million	52,996 New	52,996 $3.17 Million

Others Institutions Holding FTSM

# of Institutions

461

Shares Held

85.6M

Call Options Held

Put Options Held

View Full List

About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
Sector ETFs
Industry ETFs

More about FTSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Account

Guardian Wealth Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History