A detailed history of Avantax Advisory Services, Inc. transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 28,861 shares of FXL stock, worth $4.45 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
28,861
Previous 26,759 7.86%
Holding current value
$4.45 Million
Previous $3.65 Million 9.74%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$122.48 - $142.51 $257,452 - $299,556
2,102 Added 7.86%
28,861 $4 Million
Q2 2024

Aug 09, 2024

BUY
$123.54 - $136.26 $545,429 - $601,587
4,415 Added 19.76%
26,759 $3.65 Million
Q1 2024

May 08, 2024

BUY
$122.15 - $138.57 $868,242 - $984,955
7,108 Added 46.65%
22,344 $3.01 Million
Q4 2023

Feb 07, 2024

BUY
$104.07 - $129.36 $1.36 Million - $1.69 Million
13,052 Added 597.62%
15,236 $1.95 Million
Q3 2023

Nov 07, 2023

BUY
$107.71 - $121.01 $21,649 - $24,323
201 Added 10.14%
2,184 $242,000
Q2 2023

Aug 11, 2023

BUY
$96.27 - $115.04 $190,903 - $228,124
1,983 New
1,983 $228,000
Q4 2020

Jan 22, 2021

SELL
$89.8 - $114.12 $289,694 - $368,151
-3,226 Closed
0 $0
Q3 2020

Oct 14, 2020

BUY
$83.3 - $96.73 $268,725 - $312,050
3,226 New
3,226 $293,000
Q2 2020

Aug 06, 2020

SELL
$55.71 - $83.39 $2.67 Million - $4 Million
-47,918 Closed
0 $0
Q1 2020

Apr 30, 2020

BUY
$51.51 - $78.0 $683,177 - $1.03 Million
13,263 Added 38.27%
47,918 $2.84 Million
Q4 2019

Feb 14, 2020

BUY
$63.49 - $73.14 $2.2 Million - $2.53 Million
34,655 New
34,655 $2.52 Million

Others Institutions Holding FXL

About FIRST TR EXCHANGE TRADED FD FI


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

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. 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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.