Summit Financial, LLC First Tr Enhanced Traded Fd Iv Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Summit Financial, LLC holds 37,306 shares of FTSM stock, worth $2.24 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

37,306

Previous 32,484 14.84%

Holding current value

$2.24 Million

Previous $1.94 Million 14.97%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$59.81 - $60.11 $288,403 - $289,850	4,822 Added 14.84%	37,306 $2.24 Million
Q2 2025 Aug 13, 2025	SELL	$59.8 - $60.07 $697,088 - $700,235	-11,657 Reduced 26.41%	32,484 $1.94 Million
Q1 2025 May 14, 2025	BUY	$59.78 - $60.03 $657,938 - $660,690	11,006 Added 33.22%	44,141 $2.64 Million
Q4 2024 Feb 12, 2025	BUY	$59.74 - $60.03 $49,584 - $49,824	830 Added 2.57%	33,135 $1.98 Million
Q3 2024 Nov 12, 2024	SELL	$59.61 - $60.15 $22,592 - $22,796	-379 Reduced 1.16%	32,305 $1.93 Million

Q2 2024 Jul 31, 2024	BUY	$59.55 - $59.81 $326,810 - $328,237	5,488 Added 20.18%	32,684 $1.95 Million
Q1 2024 Apr 24, 2024	BUY	$59.62 - $59.91 $1.16 Million - $1.17 Million	19,448 Added 251.01%	27,196 $1.62 Million
Q4 2023 Feb 05, 2024	BUY	$59.43 - $59.85 $460,463 - $463,717	7,748 New	7,748 $462,000

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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Summit Financial, LLC First Tr Enhanced Traded Fd Iv Transaction History