Captrust Financial Advisors First Tr Exchange Traded Fd Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025

A detailed history of Captrust Financial Advisors transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Captrust Financial Advisors holds 8,836 shares of FXD stock, worth $545,888. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,836
Previous 10,400 15.04%
Holding current value
$545,888
Previous $672,000 23.96%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2025
SELL
$56.39 - $68.12 $88,193 - $106,539
-1,564 Reduced 15.04%
8,836 $511,000
Q4 2024

Feb 14, 2025
BUY
$62.05 - $68.52 $78,493 - $86,677
1,265 Added 13.85%
10,400 $672,000
Q3 2024

Nov 14, 2024
BUY
$56.55 - $63.72 $294,342 - $331,662
5,205 Added 132.44%
9,135 $578,000
Q1 2024

May 15, 2024
BUY
$56.49 - $64.54 $222,005 - $253,642
3,930 New
3,930 $253,000
Q2 2022

Aug 16, 2022
BUY
$43.78 - $55.49 $28,588 - $36,234
653 Added 29.97%
2,832 $127,000
Q1 2022

May 16, 2022
BUY
$51.73 - $62.62 $21,312 - $25,799
412 Added 23.32%
2,179 $119,000
Q3 2021

Nov 16, 2021
BUY
$58.02 - $62.89 $61,849 - $67,040
1,066 Added 152.07%
1,767 $104,000
Q1 2021

May 17, 2021
BUY
$49.96 - $61.06 $35,021 - $42,803
701 New
701 $41,000
Q3 2018

Nov 15, 2018
SELL
$41.93 - $43.99 $11,321 - $11,877
-270 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
$39.98 - $43.95 $10,794 - $11,866
270 New
270 $11,000

Others Institutions Holding FXD

# of Institutions
136
Shares Held
9.29M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD

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