Capital Analysts, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025
Number of Shares
15,236
Previous 11,787 29.26%
Holding current value
$552,000
Previous $435,000 26.9%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
3,449 Added 29.26%
15,236 $552,000
Q4 2024

Feb 14, 2025
SELL
N/A
-253 Reduced 2.1%
11,787 $435,000
Q3 2024

Nov 13, 2024
SELL
N/A
-1,660 Reduced 12.12%
12,040 $436,000
Q2 2024

Aug 14, 2024
BUY
N/A
13,098 Added 2175.75%
13,700 $479,000
Q2 2023

Aug 11, 2023
BUY
N/A
602 New
602 $19,000
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