Iams Wealth Management, LLC First Tr ETF Vi Nasdaq Bk ETF Transaction History

Iams Wealth Management, LLC

$218 Billion
Q2 2025

A detailed history of Iams Wealth Management, LLC transactions in First Tr ETF Vi Nasdaq Bk ETF stock. As of the latest transaction made, Iams Wealth Management, LLC holds 35,836 shares of FTXO stock, worth $1.23 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

35,836

Previous 37,243 3.78%

Holding current value

$1.23 Million

Previous $1.13 Billion 4.55%

% of portfolio

0.54%

Previous 0.52%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$25.92 - $33.03 $36,469 - $46,473	-1,407 Reduced 3.78%	35,836 $1.18 Billion
Q1 2025 Apr 10, 2025	BUY	$29.02 - $34.76 $1.08 Million - $1.29 Million	37,243 New	37,243 $1.13 Billion
Q4 2023 Feb 07, 2024	BUY	$19.02 - $25.79 $3,081 - $4,177	162 Added 0.55%	29,716 $751 Million
Q3 2023 Nov 14, 2023	BUY	$20.36 - $23.79 $601,719 - $703,089	29,554 New	29,554 $611 Million
Q1 2023 Oct 30, 2023	SELL	$20.22 - $29.5 $224,280 - $327,214	-11,092 Reduced 30.55%	25,214 $531 Million
Q4 2022 Oct 27, 2023	BUY	$25.59 - $29.26 $929,070 - $1.06 Million	36,306 New	36,306 $950 Million

Others Institutions Holding FTXO

# of Institutions

102

Shares Held

4.81M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI NASDAQ BK ETF

Ticker FTXO
Sector ETFs
Industry ETFs

More about FTXO

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Iams Wealth Management, LLC First Tr ETF Vi Nasdaq Bk ETF Transaction History