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

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,758 shares of FXZ stock, worth $108,363. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,758
Previous 2,189 19.69%
Holding current value
$108,363
Previous $121,000 17.36%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$46.76 - $57.2 $20,153 - $24,653
-431 Reduced 19.69%
1,758 $100,000
Q4 2024

Feb 13, 2025
BUY
$56.18 - $67.64 $122,978 - $148,063
2,189 New
2,189 $124,000
Q1 2024

May 14, 2024
BUY
$63.57 - $71.34 $102,601 - $115,142
1,614 New
1,614 $115,000

Others Institutions Holding FXZ

# of Institutions
104
Shares Held
2.52M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD FI

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