A detailed history of Forefront Wealth Management Inc. transactions in First Tr Exchange Trd Fd Ii Fi stock. As of the latest transaction made, Forefront Wealth Management Inc. holds 59,564 shares of FGD stock, worth $1.4 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
59,564
Previous 64,407 7.52%
Holding current value
$1.4 Million
Previous $1.38 Million 11.09%
% of portfolio
1.75%
Previous 1.82%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 06, 2023

SELL
$20.54 - $22.41 $99,475 - $108,531
-4,843 Reduced 7.52%
59,564 $1.23 Million
Q2 2023

Aug 07, 2023

SELL
$21.23 - $22.98 $30,783 - $33,321
-1,450 Reduced 2.2%
64,407 $1.38 Million
Q1 2023

May 09, 2023

BUY
$21.46 - $23.92 $1.41 Million - $1.58 Million
65,857 New
65,857 $1.46 Million

Others Institutions Holding FGD

About FIRST TR EXCHANGE TRD FD II FI


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

Track Forefront Wealth Management Inc. Portfolio

Follow Forefront Wealth Management Inc. 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 Forefront Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Forefront Wealth Management Inc. with notifications on news.