Capital Analysts, LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Capital Analysts, LLC

  • $3 Billion
  • Q2 2025
Number of Shares
12,872
Previous 13,303 3.24%
Holding current value
$270,000
Previous $276,000 2.17%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2025
SELL
N/A
-431 Reduced 3.24%
12,872 $270,000
Q1 2025

May 14, 2025
BUY
N/A
269 Added 2.06%
13,303 $276,000
Q4 2024

Feb 14, 2025
BUY
N/A
843 Added 6.91%
13,034 $267,000
Q3 2024

Nov 13, 2024
SELL
N/A
-11 Reduced 0.09%
12,191 $261,000
Q2 2024

Aug 14, 2024
BUY
N/A
12,202 New
12,202 $249,000
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