Shelton Wealth Management, LLC First Tr Enhanced Traded Fd Iv Transaction History

Shelton Wealth Management, LLC

$213 Million
Q3 2025

A detailed history of Shelton Wealth Management, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 214,901 shares of FTSM stock, worth $12.9 Million. This represents 6.06% of its overall portfolio holdings.

Number of Shares

214,901

Previous 208,380 3.13%

Holding current value

$12.9 Million

Previous $12.5 Million 3.2%

% of portfolio

6.06%

Previous 6.22%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$59.81 - $60.11 $390,021 - $391,977	6,521 Added 3.13%	214,901 $12.9 Million
Q2 2025 Jul 11, 2025	SELL	$59.8 - $60.07 $643,448 - $646,353	-10,760 Reduced 4.91%	208,380 $12.5 Million
Q1 2025 Apr 21, 2025	SELL	$59.78 - $60.03 $364,658 - $366,183	-6,100 Reduced 2.71%	219,140 $13.1 Million
Q4 2024 Jan 15, 2025	BUY	$59.74 - $60.03 $1.22 Million - $1.23 Million	20,479 Added 10.0%	225,240 $13.5 Million
Q3 2024 Oct 21, 2024	SELL	$59.61 - $60.15 $619,407 - $625,018	-10,391 Reduced 4.83%	204,761 $12.3 Million

Q2 2024 Jul 23, 2024	SELL	$59.55 - $59.81 $1.35 Million - $1.36 Million	-22,699 Reduced 9.54%	215,152 $12.8 Million
Q1 2024 May 14, 2024	SELL	$59.62 - $59.91 $945,036 - $949,633	-15,851 Reduced 6.25%	237,851 $14.2 Million
Q4 2023 Feb 14, 2024	BUY	$59.43 - $59.85 $1.22 Million - $1.23 Million	20,509 Added 8.79%	253,702 $15.1 Million
Q3 2023 Nov 01, 2023	SELL	$59.42 - $59.69 $382,545 - $384,284	-6,438 Reduced 2.69%	233,193 $13.9 Million
Q2 2023 Aug 01, 2023	BUY	$59.41 - $59.73 $954,184 - $959,323	16,061 Added 7.18%	239,631 $14.2 Million
Q1 2023 May 08, 2023	SELL	$59.44 - $59.7 $4.82 Million - $4.84 Million	-81,076 Reduced 26.61%	223,570 $13.3 Million
Q4 2022 Feb 09, 2023	BUY	$59.27 - $59.6 $4.82 Million - $4.85 Million	81,306 Added 36.4%	304,646 $18.1 Million
Q3 2022 Nov 08, 2022	BUY	$59.32 - $59.5 $50,244 - $50,396	847 Added 0.38%	223,340 $13.2 Million
Q2 2022 Jul 28, 2022	BUY	$59.38 - $59.57 $413,225 - $414,547	6,959 Added 3.23%	222,493 $13.2 Million
Q1 2022 May 10, 2022	SELL	$59.48 - $59.8 $2.5 Million - $2.52 Million	-42,083 Reduced 16.34%	215,534 $12.8 Million
Q4 2021 Jan 26, 2022	BUY	$59.79 - $59.95 $15.4 Million - $15.4 Million	257,617 New	257,617 $15.4 Million

Others Institutions Holding FTSM

# of Institutions

457

Shares Held

84.2M

Call Options Held

Put Options Held

View Full List

About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
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Shelton Wealth Management, LLC First Tr Enhanced Traded Fd Iv Transaction History