A detailed history of Avantax Advisory Services, Inc. transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 2,427 shares of FYX stock, worth $255,296. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,427
Holding current value
$255,296
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

BUY
$79.22 - $97.28 $192,266 - $236,098
2,427 New
2,427 $236,000
Q1 2020

Apr 30, 2020

SELL
$35.38 - $65.81 $449,927 - $836,905
-12,717 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$57.71 - $65.03 $733,898 - $826,986
12,717 New
12,717 $828,000

Others Institutions Holding FYX

About FIRST TR SMALL CAP CORE ALPHAD


  • Ticker FYX
  • Sector ETFs
  • Industry ETFs
More about FYX
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.