Fortress Wealth Group, LLC First Tr Exchange Traded Fd Fi Transaction History

Fortress Wealth Group, LLC

  • $191 Million
  • Q3 2024

A detailed history of Fortress Wealth Group, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 6,556 shares of FXO stock, worth $362,284. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,556
Previous 6,552 0.06%
Holding current value
$362,284
Previous $303,000 10.56%
% of portfolio
0.18%
Previous 0.16%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$45.78 - $51.72 $183 - $206
4 Added 0.06%
6,556 $335,000
Q2 2024

Jul 31, 2024
BUY
$43.95 - $47.69 $263 - $286
6 Added 0.09%
6,552 $303,000
Q1 2024

May 13, 2024
BUY
$42.44 - $47.52 $127 - $142
3 Added 0.05%
6,546 $311,000
Q4 2023

Jan 12, 2024
BUY
$35.41 - $43.72 $247 - $306
7 Added 0.11%
6,543 $283,000
Q3 2023

Oct 12, 2023
SELL
$37.28 - $41.65 $9,021 - $10,079
-242 Reduced 3.57%
6,536 $247,000
Q2 2023

Aug 10, 2023
BUY
$33.55 - $38.94 $268 - $311
8 Added 0.12%
6,778 $255,000
Q1 2023

May 12, 2023
BUY
$35.18 - $46.46 $140 - $185
4 Added 0.06%
6,770 $252,000
Q4 2022

Feb 07, 2023
SELL
$37.54 - $43.96 $29,731 - $34,816
-792 Reduced 10.48%
6,766 $277,000
Q3 2022

Nov 14, 2022
BUY
$36.81 - $44.48 $257 - $311
7 Added 0.09%
7,558 $278,000
Q2 2022

Aug 15, 2022
BUY
$37.52 - $45.99 $112 - $137
3 Added 0.04%
7,551 $293,000
Q1 2022

May 16, 2022
SELL
$42.38 - $48.61 $440,624 - $505,398
-10,397 Reduced 57.94%
7,548 $347,000
Q4 2021

Feb 11, 2022
BUY
$44.17 - $48.6 $220 - $243
5 Added 0.03%
17,945 $860,000
Q3 2021

Nov 04, 2021
SELL
$41.42 - $46.05 $20,544 - $22,840
-496 Reduced 2.69%
17,940 $794,000
Q2 2021

Aug 13, 2021
BUY
$42.01 - $45.88 $774,496 - $845,843
18,436 New
18,436 $805,000

Others Institutions Holding FXO

# of Institutions
202
Shares Held
10.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD FI

FXO Quotes by TradingView
  • Ticker FXO
  • Sector ETFs
  • Industry ETFs
More about FXO
Track This Portfolio

Track Fortress Wealth Group, LLC Portfolio

Follow Fortress Wealth Group, LLC 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 Fortress Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortress Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email