A detailed history of Schwallier Wealth Management LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 149,020 shares of FTSM stock, worth $8.95 Million. This represents 7.22% of its overall portfolio holdings.

Number of Shares
149,020
Previous 183,383 18.74%
Holding current value
$8.95 Million
Previous $10.9 Billion 18.77%
% of portfolio
7.22%
Previous 8.81%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$59.55 - $59.81 $2.05 Million - $2.06 Million
-34,363 Reduced 18.74%
149,020 $8.88 Billion
Q1 2024

May 14, 2024

SELL
$59.62 - $59.91 $9.69 Million - $9.74 Million
-162,496 Reduced 46.98%
183,383 $10.9 Billion
Q4 2023

Feb 14, 2024

BUY
$59.43 - $59.85 $20.6 Million - $20.7 Million
345,879 New
345,879 $20.6 Billion

Others Institutions Holding FTSM

About FIRST TR ENHANCED TRADED FD IV


  • Ticker FTSM
  • Sector ETFs
  • Industry ETFs
More about FTSM
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