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

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FXZ

# of Institutions

104

Shares Held

2.52M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

403K
Shares

$24.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

194K
Shares

$12 Million
0.0% of portfolio
Cornerstone Planning Group LLC Fairfield, NJ

194K
Shares

$11.9 Million
2.29% of portfolio
Morgan Stanley New York, NY

173K
Shares

$10.6 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

117K
Shares

$7.24 Million
0.01% of portfolio

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXZ
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