Choice Wealth Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History

Choice Wealth Advisors, LLC

$197 Million
Q3 2024

A detailed history of Choice Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Choice Wealth Advisors, LLC holds 60,484 shares of FXL stock, worth $9.16 Million. This represents 4.25% of its overall portfolio holdings.

Number of Shares

60,484

Previous 58,717 3.01%

Holding current value

$9.16 Million

Previous $8 Million 4.83%

% of portfolio

4.25%

Previous 4.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$122.48 - $142.51 $216,422 - $251,815	1,767 Added 3.01%	60,484 $8.39 Million
Q2 2024 Jul 15, 2024	BUY	$123.54 - $136.26 $75,235 - $82,982	609 Added 1.05%	58,717 $8 Million
Q1 2024 Apr 18, 2024	SELL	$122.15 - $138.57 $7,329 - $8,314	-60 Reduced 0.1%	58,108 $7.83 Million
Q4 2023 Jan 11, 2024	SELL	$104.07 - $129.36 $51,826 - $64,421	-498 Reduced 0.85%	58,168 $7.45 Million
Q3 2023 Oct 10, 2023	BUY	$107.71 - $121.01 $3,769 - $4,235	35 Added 0.06%	58,666 $6.52 Million
Q2 2023 Jul 14, 2023	BUY	$96.27 - $115.04 $268,593 - $320,961	2,790 Added 5.0%	58,631 $6.74 Million
Q1 2023 Apr 06, 2023	BUY	$91.07 - $107.48 $95,987 - $113,283	1,054 Added 1.92%	55,841 $5.87 Million
Q4 2022 Jan 25, 2023	BUY	$84.85 - $98.36 $318,187 - $368,850	3,750 Added 7.35%	54,787 $0
Q3 2022 Nov 09, 2022	BUY	$86.7 - $108.72 $4.42 Million - $5.55 Million	51,037 New	51,037 $4.43 Million

Others Institutions Holding FXL

# of Institutions

241

Shares Held

5.74M

Call Options Held

6.2K

Put Options Held

View Full List

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXL
Sector ETFs
Industry ETFs

More about FXL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Choice Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Choice Wealth Advisors, LLC with notifications on news.

Account

Choice Wealth Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History