Summit Wealth Partners, LLC First Tr Enhanced Traded Fd Iv Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 54,315 shares of FTSM stock, worth $3.25 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

54,315

Previous 40,536 33.99%

Holding current value

$3.25 Million

Previous $2.43 Billion 33.77%

% of portfolio

0.67%

Previous 0.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$59.74 - $60.03 $823,157 - $827,153	13,779 Added 33.99%	54,315 $3.25 Billion
Q3 2024 Oct 28, 2024	BUY	$59.61 - $60.15 $791,263 - $798,431	13,274 Added 48.69%	40,536 $2.43 Billion
Q2 2024 Sep 11, 2024	SELL	$59.55 - $59.81 $203,839 - $204,729	-3,423 Reduced 11.16%	27,262 $1.62 Billion
Q1 2024 Sep 11, 2024	BUY	$59.62 - $59.91 $254,756 - $255,995	4,273 Added 16.18%	30,685 $1.83 Billion
Q4 2023 Sep 11, 2024	BUY	$59.43 - $59.85 $723,263 - $728,374	12,170 Added 85.45%	26,412 $1.58 Billion
Q3 2023 Sep 11, 2024	SELL	$59.42 - $59.69 $235,600 - $236,670	-3,965 Reduced 21.78%	14,242 $846 Million
Q2 2023 Sep 11, 2024	BUY	$59.41 - $59.73 $1.08 Million - $1.09 Million	18,207 New	18,207 $1.08 Billion

Others Institutions Holding FTSM

# of Institutions

429

Shares Held

82.7M

Call Options Held

Put Options Held

View Full List

About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
Sector ETFs
Industry ETFs

More about FTSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Account

Summit Wealth Partners, LLC First Tr Enhanced Traded Fd Iv Transaction History