Plan Group Financial, LLC First Tr Enhanced Traded Fd Iv Transaction History

Plan Group Financial, LLC

$355 Million
Q3 2025

A detailed history of Plan Group Financial, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Plan Group Financial, LLC holds 9,903 shares of FTSM stock, worth $593,981. This represents 0.17% of its overall portfolio holdings.

Number of Shares

9,903

Previous 9,903 -0.0%

Holding current value

$593,981

Previous $592,000 0.17%

% of portfolio

0.17%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$59.78 - $60.03 $2,989 - $3,001	-50 Reduced 0.5%	9,903 $592,000
Q3 2024 Oct 22, 2024	BUY	$59.61 - $60.15 $59 - $60	1 Added 0.01%	9,953 $595,000
Q2 2024 Aug 05, 2024	SELL	$59.55 - $59.81 $69,435 - $69,738	-1,166 Reduced 10.49%	9,952 $593,000
Q1 2024 Apr 26, 2024	BUY	$59.62 - $59.91 $343,947 - $345,620	5,769 Added 107.85%	11,118 $662,000
Q4 2023 Jan 29, 2024	SELL	$59.43 - $59.85 $344,575 - $347,010	-5,798 Reduced 52.01%	5,349 $319,000

Q3 2023 Nov 13, 2023	BUY	$59.42 - $59.69 $662,354 - $665,364	11,147 New	11,147 $662,000
Q2 2022 Aug 12, 2022	BUY	$59.38 - $59.57 $978,463 - $981,594	16,478 New	16,478 $978,000

Others Institutions Holding FTSM

# of Institutions

450

Shares Held

83.7M

Call Options Held

Put Options Held

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About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
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Plan Group Financial, LLC First Tr Enhanced Traded Fd Iv Transaction History