9258 Wealth Management, LLC First Tr Exchange Traded Fd Fi Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 3,461 shares of FXL stock, worth $583,974. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,461

Previous 3,461 -0.0%

Holding current value

$583,974

Previous $471,000 1.7%

% of portfolio

0.07%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$123.54 - $136.26 $8,647 - $9,538	-70 Reduced 1.98%	3,461 $471,000
Q4 2022 Feb 03, 2023	SELL	$84.85 - $98.36 $10,182 - $11,803	-120 Reduced 3.29%	3,531 $323,000
Q3 2022 Nov 08, 2022	SELL	$86.7 - $108.72 $5,635 - $7,066	-65 Reduced 1.75%	3,651 $317,000
Q2 2022 Aug 04, 2022	SELL	$91.32 - $117.0 $3,835 - $4,914	-42 Reduced 1.12%	3,716 $350,000
Q1 2022 May 13, 2022	SELL	$104.66 - $131.4 $10,675 - $13,402	-102 Reduced 2.64%	3,758 $436,000
Q4 2021 Feb 11, 2022	SELL	$121.72 - $138.38 $9,129 - $10,378	-75 Reduced 1.91%	3,860 $510,000
Q3 2021 Nov 12, 2021	SELL	$119.66 - $130.05 $4,188 - $4,551	-35 Reduced 0.88%	3,935 $483,000
Q1 2020 May 05, 2020	SELL	$51.51 - $78.0 $90,142 - $136,500	-1,750 Reduced 30.59%	3,970 $269,000
Q4 2019 Feb 06, 2020	BUY	$63.49 - $73.14 $363,162 - $418,360	5,720 New	5,720 $415,000

Others Institutions Holding FXL

# of Institutions

280

Shares Held

5.83M

Call Options Held

2.7K

Put Options Held

View Full List

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXL
Sector ETFs
Industry ETFs

More about FXL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.

Account

9258 Wealth Management, LLC First Tr Exchange Traded Fd Fi Transaction History