Ep Wealth Advisors, LLC First Tr ETF Vi Nasdaq Oil & G Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in First Tr ETF Vi Nasdaq Oil & G stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,577 shares of FTXN stock, worth $136,486. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,577

Holding current value

$136,486

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$27.48 - $32.37 $125,775 - $148,157	4,577 New	4,577 $131,000

Others Institutions Holding FTXN

# of Institutions

101

Shares Held

3.58M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

637K
Shares

$19 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

507K
Shares

$15.1 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

282K
Shares

$8.42 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

185K
Shares

$5.53 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

134K
Shares

$3.99 Million
0.01% of portfolio

View Full List

About FIRST TR ETF VI NASDAQ OIL & G

Ticker FTXN
Sector ETFs
Industry ETFs

More about FTXN

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Ep Wealth Advisors, LLC First Tr ETF Vi Nasdaq Oil & G Transaction History