A detailed history of Creative Planning transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Creative Planning holds 7,680 shares of FXL stock, worth $1.16 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,680
Previous 7,681 0.01%
Holding current value
$1.16 Million
Previous $1.05 Million 1.72%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$122.48 - $142.51 $122 - $142
-1 Reduced 0.01%
7,680 $1.06 Million
Q2 2024

Aug 15, 2024

BUY
$123.54 - $136.26 $31,873 - $35,155
258 Added 3.48%
7,681 $1.05 Million
Q1 2024

May 10, 2024

SELL
$122.15 - $138.57 $12,215 - $13,857
-100 Reduced 1.33%
7,423 $1 Million
Q3 2023

Nov 16, 2023

SELL
$107.71 - $121.01 $40,283 - $45,257
-374 Reduced 4.74%
7,523 $836,000
Q2 2023

Jul 21, 2023

BUY
$96.27 - $115.04 $112,635 - $134,596
1,170 Added 17.39%
7,897 $908,000
Q4 2022

Feb 10, 2023

SELL
$84.85 - $98.36 $169 - $196
-2 Reduced 0.03%
6,727 $615,000
Q3 2022

Nov 03, 2022

SELL
$86.7 - $108.72 $1,647 - $2,065
-19 Reduced 0.28%
6,729 $583,000
Q2 2022

Aug 15, 2022

BUY
$91.32 - $117.0 $1,369 - $1,755
15 Added 0.22%
6,748 $635,000
Q1 2022

May 16, 2022

BUY
$104.66 - $131.4 $474,528 - $595,767
4,534 Added 206.18%
6,733 $782,000
Q4 2021

Feb 11, 2022

BUY
$121.72 - $138.38 $40,532 - $46,080
333 Added 17.85%
2,199 $290,000
Q3 2021

Nov 10, 2021

SELL
$119.66 - $130.05 $66,171 - $71,917
-553 Reduced 22.86%
1,866 $229,000
Q2 2021

Aug 04, 2021

BUY
$109.97 - $125.18 $50,256 - $57,207
457 Added 23.29%
2,419 $300,000
Q1 2021

Apr 30, 2021

BUY
$105.48 - $124.89 $3,164 - $3,746
30 Added 1.55%
1,962 $223,000
Q4 2020

Jan 29, 2021

BUY
$89.8 - $114.12 $173,493 - $220,479
1,932 New
1,932 $216,000

Others Institutions Holding FXL

About FIRST TR EXCHANGE TRADED FD FI


  • Ticker FXL
  • Sector ETFs
  • Industry ETFs
More about FXL
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning 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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.