A detailed history of Aptus Capital Advisors, LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 329 shares of FXD stock, worth $19,364. This represents 0.0% of its overall portfolio holdings.

Number of Shares
329
Previous 709 53.6%
Holding current value
$19,364
Previous $41,000 48.78%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$56.49 - $64.54 $21,466 - $24,525
-380 Reduced 53.6%
329 $21,000
Q4 2023

Feb 13, 2024

BUY
$46.79 - $59.42 $19,932 - $25,312
426 Added 150.53%
709 $41,000
Q3 2023

Nov 08, 2023

SELL
$49.94 - $58.14 $3,495 - $4,069
-70 Reduced 19.83%
283 $14,000
Q4 2022

Feb 13, 2023

SELL
$46.09 - $51.87 $553 - $622
-12 Reduced 3.29%
353 $17,000
Q1 2022

May 04, 2022

BUY
$51.73 - $62.62 $4,241 - $5,134
82 Added 28.98%
365 $20,000
Q4 2019

Feb 10, 2020

BUY
$40.53 - $45.6 $11,469 - $12,904
283 New
283 $12,000

Others Institutions Holding FXD

About FIRST TR EXCHANGE-TRADED FD


  • Ticker FXD
  • Sector ETFs
  • Industry ETFs
More about FXD
Track This Portfolio

Track Aptus Capital Advisors, LLC Portfolio

Follow Aptus Capital Advisors, 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 Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.