Modern Wealth Management, LLC First Tr ETF Fd Ii First Tr In Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in First Tr ETF Fd Ii First Tr In stock. As of the latest transaction made, Modern Wealth Management, LLC holds 47,423 shares of FTRI stock, worth $726,520. This represents 0.02% of its overall portfolio holdings.

Number of Shares
47,423
Previous 44,222 7.24%
Holding current value
$726,520
Previous $585,000 15.21%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$11.52 - $14.55 $36,875 - $46,574
3,201 Added 7.24%
47,423 $674,000
Q4 2024

Feb 11, 2025
BUY
$11.82 - $13.73 $522,704 - $607,168
44,222 New
44,222 $565 Million

Others Institutions Holding FTRI

# of Institutions
71
Shares Held
4.66M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF FD II FIRST TR IN

FTRI Quotes by TradingView
  • Ticker FTRI
  • Sector ETFs
  • Industry ETFs
More about FTRI
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email