Wealthpoint, LLC First Tr Enhanced Traded Fd Iv Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

A detailed history of Wealthpoint, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Wealthpoint, LLC holds 8,006 shares of FTSM stock, worth $479,239. This represents 0.19% of its overall portfolio holdings.

Number of Shares

8,006

Previous 7,954 0.65%

Holding current value

$479,239

Previous $472,000 0.64%

% of portfolio

0.19%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	BUY	$59.42 - $59.69 $3,089 - $3,103	52 Added 0.65%	8,006 $475,000
Q2 2023 Jul 24, 2023	BUY	$59.41 - $59.73 $32,259 - $32,433	543 Added 7.33%	7,954 $472,000
Q1 2023 Apr 20, 2023	SELL	$59.44 - $59.7 $20,982 - $21,074	-353 Reduced 4.55%	7,411 $441,000
Q4 2022 Jan 24, 2023	BUY	$59.27 - $59.6 $190,730 - $191,792	3,218 Added 70.79%	7,764 $0
Q3 2022 Oct 18, 2022	BUY	$59.32 - $59.5 $65,014 - $65,212	1,096 Added 31.77%	4,546 $270,000
Q2 2022 Jul 18, 2022	BUY	$59.38 - $59.57 $204,861 - $205,516	3,450 New	3,450 $205,000
Q1 2019 May 16, 2019	SELL	$59.84 - $60.09 $128,296 - $128,832	-2,144 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	$59.79 - $60.07 $128,189 - $128,790	2,144 New	2,144 $128,000

Others Institutions Holding FTSM

# of Institutions

462

Shares Held

86.3M

Call Options Held

Put Options Held

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About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
Sector ETFs
Industry ETFs

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