A detailed history of Creative Planning transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Creative Planning holds 8,824 shares of FXZ stock, worth $533,763. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,824
Previous 9,336 5.48%
Holding current value
$533,763
Previous $531,000 2.26%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$56.19 - $62.9 $28,769 - $32,204
-512 Reduced 5.48%
8,824 $543,000
Q2 2025

Aug 08, 2025

SELL
$46.76 - $57.2 $11,736 - $14,357
-251 Reduced 2.62%
9,336 $531,000
Q1 2025

May 15, 2025

BUY
$54.79 - $60.63 $525,271 - $581,259
9,587 New
9,587 $531,000
Q3 2022

Nov 03, 2022

BUY
$50.77 - $65.56 $244,356 - $315,540
4,813 New
4,813 $250,000
Q4 2017

Jan 17, 2018

SELL
$40.46 - $44.05 $373,526 - $406,669
-9,232 Closed
0 $0
Q3 2017

Oct 17, 2017

BUY
$39.83 - $40.35 $367,710 - $372,511
9,232
9,232 $373,000

Others Institutions Holding FXZ

About FIRST TR EXCHANGE TRADED FD FI


  • Ticker FXZ
  • Sector ETFs
  • Industry ETFs
More about FXZ
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