Arkadios Wealth Advisors First Tr Exchange Traded Fd Fi Transaction History

Arkadios Wealth Advisors

  • $1.4 Billion
  • Q2 2024

A detailed history of Arkadios Wealth Advisors transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Arkadios Wealth Advisors holds 3,479 shares of FXZ stock, worth $235,319. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,479
Previous 3,479 -0.0%
Holding current value
$235,319
Previous $248,000 9.27%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 30, 2024
SELL
$63.57 - $71.34 $49,139 - $55,145
-773 Reduced 18.18%
3,479 $248,000
Q4 2023

Jan 24, 2024
SELL
$58.78 - $70.0 $52,902 - $63,000
-900 Reduced 17.47%
4,252 $293,000
Q3 2023

Oct 13, 2023
BUY
$61.87 - $68.17 $1,484 - $1,636
24 Added 0.47%
5,152 $324,000
Q2 2023

Jul 26, 2023
SELL
$57.64 - $65.59 $46,342 - $52,734
-804 Reduced 13.55%
5,128 $329,000
Q1 2023

May 02, 2023
BUY
$60.62 - $71.94 $12,184 - $14,459
201 Added 3.51%
5,932 $387,000
Q4 2022

Jan 11, 2023
SELL
$53.53 - $65.39 $70,017 - $85,530
-1,308 Reduced 18.58%
5,731 $0
Q3 2022

Oct 21, 2022
SELL
$50.77 - $65.56 $201,150 - $259,748
-3,962 Reduced 36.01%
7,039 $365,000
Q2 2022

Jul 14, 2022
BUY
$56.05 - $74.6 $122,189 - $162,628
2,180 Added 24.71%
11,001 $622,000
Q1 2022

May 02, 2022
BUY
$57.51 - $73.35 $202,032 - $257,678
3,513 Added 66.18%
8,821 $632,000
Q4 2021

Feb 03, 2022
SELL
$56.62 - $63.53 $19,024 - $21,346
-336 Reduced 5.95%
5,308 $330,000
Q3 2021

Oct 19, 2021
BUY
$53.74 - $59.94 $28,750 - $32,067
535 Added 10.47%
5,644 $315,000
Q2 2021

Jul 28, 2021
BUY
$55.43 - $63.15 $283,191 - $322,633
5,109 New
5,109 $293,000

Others Institutions Holding FXZ

# of Institutions
125
Shares Held
3.48M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD FI

FXZ Quotes by TradingView
  • Ticker FXZ
  • Sector ETFs
  • Industry ETFs
More about FXZ
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