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

Inspirion Wealth Advisors, LLC

$710 Million
Q4 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 14,936 shares of FTSM stock, worth $894,068. This represents 0.13% of its overall portfolio holdings.

Number of Shares

14,936

Previous 18,265 18.23%

Holding current value

$894,068

Previous $1.09 Million 18.39%

% of portfolio

0.13%

Previous 0.15%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$59.74 - $60.03 $198,874 - $199,839	-3,329 Reduced 18.23%	14,936 $892,000
Q3 2024 Oct 04, 2024	SELL	$59.61 - $60.15 $298,944 - $301,652	-5,015 Reduced 21.54%	18,265 $1.09 Million
Q2 2024 Jul 12, 2024	SELL	$59.55 - $59.81 $298,524 - $299,827	-5,013 Reduced 17.72%	23,280 $1.39 Million
Q1 2024 Apr 12, 2024	SELL	$59.62 - $59.91 $1.79 Million - $1.8 Million	-30,070 Reduced 51.52%	28,293 $1.69 Million
Q4 2023 Jan 10, 2024	SELL	$59.43 - $59.85 $475,083 - $478,440	-7,994 Reduced 12.05%	58,363 $3.48 Million
Q3 2023 Oct 13, 2023	SELL	$59.42 - $59.69 $150,332 - $151,015	-2,530 Reduced 3.67%	66,357 $3.94 Million
Q2 2023 Jul 20, 2023	SELL	$59.41 - $59.73 $359,549 - $361,485	-6,052 Reduced 8.08%	68,887 $4.09 Million
Q1 2023 Apr 07, 2023	SELL	$59.44 - $59.7 $357,293 - $358,856	-6,011 Reduced 7.43%	74,939 $4.46 Million
Q4 2022 Jan 18, 2023	BUY	$59.27 - $59.6 $241,465 - $242,810	4,074 Added 5.3%	80,950 $0
Q3 2022 Oct 18, 2022	BUY	$59.32 - $59.5 $193,501 - $194,089	3,262 Added 4.43%	76,876 $4.56 Million
Q2 2022 Jul 27, 2022	BUY	$59.38 - $59.57 $4.37 Million - $4.39 Million	73,614 New	73,614 $4.37 Million

Others Institutions Holding FTSM

# of Institutions

460

Shares Held

86M

Call Options Held

Put Options Held

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About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
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Inspirion Wealth Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History