Valeo Financial Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 3,850 shares of FTSM stock, worth $230,923. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,850
Previous 3,850 -0.0%
Holding current value
$230,923
Previous $230,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
SELL
$59.62 - $59.91 $149,050 - $149,775
-2,500 Reduced 39.37%
3,850 $229,000
Q1 2024

Apr 19, 2024
SELL
$59.62 - $59.91 $71,544 - $71,892
-1,200 Reduced 15.89%
6,350 $378,000
Q4 2023

Jan 29, 2024
BUY
$59.43 - $59.85 $448,696 - $451,867
7,550 New
7,550 $450,000

Others Institutions Holding FTSM

# of Institutions
454
Shares Held
83.9M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ENHANCED TRADED FD IV

FTSM Quotes by TradingView
  • Ticker FTSM
  • Sector ETFs
  • Industry ETFs
More about FTSM
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