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

Inspirion Wealth Advisors, LLC

$713 Million
Q1 2025

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 10,602 shares of FTSM stock, worth $634,529. This represents 0.09% of its overall portfolio holdings.

Number of Shares

10,602

Previous 14,936 29.02%

Holding current value

$634,529

Previous $892,000 28.7%

% of portfolio

0.09%

Previous 0.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$59.78 - $60.03 $259,086 - $260,170	-4,334 Reduced 29.02%	10,602 $636,000
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

468

Shares Held

84.2M

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 Inspirion Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Account

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