Acg Wealth First Tr Small Cap Core Alphad Transaction History

Acg Wealth

$437 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2017 Nov 07, 2017	SELL	$57.49 - $58.98 $270,203 - $277,206	-4,700 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	4,700	4,700 $261,000

Others Institutions Holding FYX

# of Institutions

163

Shares Held

6.19M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

734K
Shares

$75.6 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

620K
Shares

$63.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

522K
Shares

$53.8 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

453K
Shares

$46.6 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

444K
Shares

$45.7 Million
0.02% of portfolio

About FIRST TR SMALL CAP CORE ALPHAD

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