Vision Point Advisory Group, LLC First Tr Enhanced Traded Fd Iv Transaction History

Vision Point Advisory Group, LLC

$473 Million
Q3 2025

A detailed history of Vision Point Advisory Group, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 26,542 shares of FTSM stock, worth $1.59 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

26,542

Previous 24,609 7.85%

Holding current value

$1.59 Million

Previous $1.47 Million 7.94%

% of portfolio

0.34%

Previous 0.34%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$59.81 - $60.11 $115,612 - $116,192	1,933 Added 7.85%	26,542 $1.59 Million
Q2 2025 Jul 09, 2025	BUY	$59.8 - $60.07 $1.47 Million - $1.48 Million	24,609 New	24,609 $1.47 Million
Q2 2020 Aug 14, 2020	SELL	$59.02 - $60.06 $596,515 - $607,026	-10,107 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$57.71 - $60.22 $17,543 - $18,306	304 Added 3.1%	10,107 $597,000
Q4 2019 Jan 30, 2020	SELL	$60.05 - $60.17 $1,561 - $1,564	-26 Reduced 0.26%	9,803 $589,000

Q3 2019 Nov 14, 2019	BUY	$60.04 - $60.19 $5,043 - $5,055	84 Added 0.86%	9,829 $591,000
Q2 2019 Aug 14, 2019	BUY	$59.97 - $60.16 $144,227 - $144,684	2,405 Added 32.77%	9,745 $585,000
Q1 2019 May 10, 2019	BUY	$59.84 - $60.09 $439,225 - $441,060	7,340 New	7,340 $440,000

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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Vision Point Advisory Group, LLC First Tr Enhanced Traded Fd Iv Transaction History