News + Filings Holdings
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Summit Financial Wealth Advisors, LLC
> FTSM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 0 | -21,916 | 0 | -1,303,000 | |
| 06/30/2022 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 21,916 | -189,200 | 1,303,000 | -11,265,000 | $59.45 |
| 03/31/2022 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 211,116 | -419,443 | 12,568,000 | -25,139,000 | $59.53 |
| 12/31/2021 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 630,559 | 391,812 | 37,707,000 | 23,395,000 | $59.80 |
| 09/30/2021 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 238,747 | -190,569 | 14,312,000 | -11,464,000 | $59.95 |
| 03/31/2021 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 429,316 | 10,527 | 25,776,000 | 640,000 | $60.04 |
| 12/31/2020 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 418,789 | -5,182 | 25,136,000 | -315,000 | $60.02 |
| 09/30/2020 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 423,971 | 3,272 | 25,451,000 | 201,000 | $60.03 |
| 06/30/2020 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 420,699 | 5,953 | 25,250,000 | 718,000 | $60.02 |
| 03/31/2020 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 414,746 | 10,203 | 24,532,000 | 174,000 | $59.15 |
| 12/31/2019 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 404,543 | -57,512 | 24,358,000 | -3,421,000 | $60.21 |
| 09/30/2019 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 462,055 | 981 | 27,779,000 | 92,000 | $60.12 |
| 06/30/2019 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 461,074 | 39,643 | 27,687,000 | 2,414,000 | $60.05 |
| 03/31/2019 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 421,431 | 18,118 | 25,273,000 | 1,135,000 | $59.97 |
| 12/31/2018 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 403,313 | 22,835 | 24,138,000 | 1,291,000 | $59.85 |
| 09/30/2018 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 380,478 | 380,478 | 22,847,000 | 22,847,000 | $60.05 |
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