Patriot Financial Group Insurance Agency, LLC First Tr Enhanced Traded Fd Iv Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 04, 2019	SELL	$59.79 - $60.07 $1,494 - $1,501	-25 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	$59.95 - $60.06 $19,243 - $19,279	-321 Reduced 92.77%	25 $1,000
Q1 2018 May 14, 2018	BUY	$59.93 - $60.08 $20,735 - $20,787	346 New	346 $21,000
Q3 2017 Oct 26, 2017	SELL	$59.99 - $60.0 $19,016 - $19,020	-317 Closed	0 $0
Q2 2017 Aug 08, 2017	BUY	N/A	317	317 $19,000

Others Institutions Holding FTSM

# of Institutions

457

Shares Held

86M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

12.3M
Shares

$737 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

8.86M
Shares

$530 Million
0.22% of portfolio
Wells Fargo & Company San Francisco, CA

7.48M
Shares

$448 Million
0.1% of portfolio
Ubs Group Ag

3.43M
Shares

$205 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

2.64M
Shares

$158 Million
0.01% of portfolio

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About FIRST TR ENHANCED TRADED FD IV

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