Schwallier Wealth Management LLC First Tr Enhanced Traded Fd Iv Transaction History

Schwallier Wealth Management LLC

$160 Billion
Q3 2025

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 9,005 shares of FTSM stock, worth $540,119. This represents 0.34% of its overall portfolio holdings.

Number of Shares

9,005

Previous 126,318 92.87%

Holding current value

$540,119

Previous $7.56 Billion 92.87%

% of portfolio

0.34%

Previous 4.62%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$59.81 - $60.11 $7.02 Million - $7.05 Million	-117,313 Reduced 92.87%	9,005 $539 Million
Q2 2025 Aug 14, 2025	SELL	$59.8 - $60.07 $743,194 - $746,549	-12,428 Reduced 8.96%	126,318 $7.56 Billion
Q1 2025 Aug 14, 2025	BUY	$59.78 - $60.03 $892,694 - $896,427	14,933 Added 12.06%	138,746 $8.3 Billion
Q4 2024 Feb 14, 2025	SELL	$59.74 - $60.03 $1.99 Million - $2 Million	-33,241 Reduced 21.17%	123,813 $7.4 Billion
Q3 2024 Nov 07, 2024	BUY	$59.61 - $60.15 $478,906 - $483,245	8,034 Added 5.39%	157,054 $9.4 Billion

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

# 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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Schwallier Wealth Management LLC First Tr Enhanced Traded Fd Iv Transaction History