Wr Wealth Planners, LLC First Tr Enhanced Traded Fd Iv Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 12,641 shares of FTSM stock, worth $757,069. This represents 0.25% of its overall portfolio holdings.

Number of Shares

12,641

Previous 12,434 1.66%

Holding current value

$757,069

Previous $744,000 1.48%

% of portfolio

0.25%

Previous 0.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$59.74 - $60.03 $12,366 - $12,426	207 Added 1.66%	12,641 $755,000
Q3 2024 Oct 17, 2024	SELL	$59.61 - $60.15 $24,916 - $25,142	-418 Reduced 3.25%	12,434 $744,000
Q2 2024 Jul 31, 2024	SELL	$59.55 - $59.81 $134,047 - $134,632	-2,251 Reduced 14.9%	12,852 $765,000
Q1 2024 Jul 31, 2024	SELL	$59.62 - $59.91 $27,842 - $27,977	-467 Reduced 3.0%	15,103 $900,000
Q4 2023 Jul 30, 2024	BUY	$59.43 - $59.85 $925,325 - $931,864	15,570 New	15,570 $928,000
Q3 2023 Aug 01, 2024	BUY	$59.42 - $59.69 $14,617 - $14,683	246 Added 1.59%	15,723 $934 Million
Q2 2023 Aug 01, 2024	BUY	$59.41 - $59.73 $155,951 - $156,791	2,625 Added 20.42%	15,477 $920 Million
Q1 2023 Aug 01, 2024	BUY	$59.44 - $59.7 $1.33 Million - $1.33 Million	22,320 Added 173.67%	35,172 $2.09 Billion
Q4 2022 Oct 10, 2024	BUY	$59.27 - $59.6 $43,030 - $43,269	726 Added 5.65%	13,578 $807 Million

Others Institutions Holding FTSM

# of Institutions

463

Shares Held

85.6M

Call Options Held

Put Options Held

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About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
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Wr Wealth Planners, LLC First Tr Enhanced Traded Fd Iv Transaction History