1 North Wealth Services LLC First Tr Small Cap Core Alphad Transaction History

1 North Wealth Services LLC

$236 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	SELL	$96.51 - $110.53 $28,759 - $32,937	-298 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$57.71 - $65.03 $17,197 - $19,378	298 New	298 $19,000

Others Institutions Holding FYX

# of Institutions

167

Shares Held

6.78M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

734K
Shares

$73.9 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

641K
Shares

$64.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

595K
Shares

$59.9 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

453K
Shares

$45.6 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

444K
Shares

$44.7 Million
0.02% of portfolio

About FIRST TR SMALL CAP CORE ALPHAD

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