Socha Financial Group, LLC First Tr Exch Trad Fd Iii New Transaction History

Socha Financial Group, LLC

$213 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 30, 2024	SELL	$26.63 - $27.39 $10,465 - $10,764	-393 Reduced 1.37%	28,358 $775 Million
Q2 2024 Jul 31, 2024	BUY	$26.38 - $26.94 $27,303 - $27,882	1,035 Added 3.73%	28,751 $770 Million
Q1 2024 May 09, 2024	BUY	$26.85 - $27.23 $5,907 - $5,990	220 Added 0.8%	27,716 $748 Million
Q4 2023 Feb 01, 2024	BUY	$25.02 - $27.21 $26,746 - $29,087	1,069 Added 4.05%	27,496 $746 Million
Q3 2023 Oct 31, 2023	BUY	$25.39 - $26.77 $1,320 - $1,392	52 Added 0.2%	26,427 $673 Million
Q2 2023 Jul 28, 2023	BUY	$26.25 - $27.11 $43,233 - $44,650	1,647 Added 6.66%	26,375 $701 Million
Q1 2023 Apr 26, 2023	BUY	$26.33 - $27.18 $127,911 - $132,040	4,858 Added 24.45%	24,728 $662 Million
Q4 2022 Mar 17, 2023	BUY	$25.13 - $26.65 $499,333 - $529,535	19,870 New	19,870 $525 Million

Others Institutions Holding FMNY

# of Institutions

16

Shares Held

457K

Call Options Held

0

Put Options Held

0

Magnus Financial Group LLC New York, NY

166K
Shares

$4.39 Million
0.44% of portfolio
Hennion & Walsh Asset Management, Inc.

80.8K
Shares

$2.14 Million
0.1% of portfolio
First Trust Advisors LP Wheaton, IL

46.6K
Shares

$1.24 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

32.1K
Shares

$852,674
0.0% of portfolio
American Portfolios Advisors Holbrook, NY

24.7K
Shares

$656,246
0.03% of portfolio

About FIRST TR EXCH-TRAD FD III NEW

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