Ifp Advisors, Inc First Tr Exchange Traded Fd Fi Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Ifp Advisors, Inc holds 1,944 shares of FXZ stock, worth $110,885. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,944

Previous 1,900 2.32%

Holding current value

$110,885

Previous $127,000 13.39%

% of portfolio

0.0%

Previous 0.0%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$56.18 - $67.64 $2,471 - $2,976	44 Added 2.32%	1,944 $110,000
Q3 2024 Feb 04, 2025	BUY	$61.2 - $67.95 $12,240 - $13,590	200 Added 11.76%	1,900 $127,000
Q2 2024 Jul 30, 2024	SELL	$64.71 - $72.04 $35,525 - $39,549	-549 Reduced 24.41%	1,700 $110,000
Q1 2024 Jul 30, 2024	SELL	$63.57 - $71.34 $19,198 - $21,544	-302 Reduced 11.84%	2,249 $160,000
Q4 2023 Jan 09, 2024	SELL	$58.78 - $70.0 $70,536 - $84,000	-1,200 Reduced 31.99%	2,551 $175,000
Q3 2023 Oct 12, 2023	SELL	$61.87 - $68.17 $247 - $272	-4 Reduced 0.11%	3,751 $236,000
Q2 2023 Aug 04, 2023	SELL	$57.64 - $65.59 $44,613 - $50,766	-774 Reduced 17.09%	3,755 $241,000
Q1 2023 Apr 18, 2023	SELL	$60.62 - $71.94 $715,800 - $849,467	-11,808 Reduced 72.28%	4,529 $295,000
Q4 2022 Feb 07, 2023	SELL	$53.53 - $65.39 $194,206 - $237,234	-3,628 Reduced 18.17%	16,337 $780,000
Q3 2022 Nov 08, 2022	BUY	$50.77 - $65.56 $16,500 - $21,307	325 Added 1.65%	19,965 $1 Million
Q2 2022 Sep 06, 2022	BUY	$56.05 - $74.6 $878,864 - $1.17 Million	15,680 Added 395.96%	19,640 $987,000
Q2 2022 Aug 12, 2022	SELL	$56.05 - $74.6 $878,864 - $1.17 Million	-15,680 Reduced 79.84%	3,960 $182,000
Q1 2022 Sep 06, 2022	BUY	$57.51 - $73.35 $397,106 - $506,481	6,905 Added 54.22%	19,640 $1.41 Million
Q1 2022 Aug 08, 2022	BUY	$57.51 - $73.35 $215,029 - $274,255	3,739 Added 41.56%	12,735 $912,000
Q4 2021 Jan 12, 2022	BUY	$56.62 - $63.53 $373,239 - $418,789	6,592 Added 274.21%	8,996 $570,000
Q3 2021 Oct 06, 2021	BUY	$53.74 - $59.94 $5,588 - $6,233	104 Added 4.52%	2,404 $134,000
Q2 2021 Jul 13, 2021	BUY	$55.43 - $63.15 $11,086 - $12,630	200 Added 9.52%	2,300 $132,000
Q4 2019 Jan 17, 2020	SELL	$35.12 - $40.43 $877 - $1,010	-25 Reduced 1.18%	2,100 $84,000
Q3 2019 Nov 07, 2019	SELL	$34.0 - $39.17 $123,590 - $142,382	-3,635 Reduced 63.11%	2,125 $79,000
Q1 2019 May 15, 2019	SELL	$33.0 - $39.4 $29,865 - $35,657	-905 Reduced 13.58%	5,760 $219,000
Q4 2018 Jan 23, 2019	SELL	$31.5 - $41.59 $88,389 - $116,701	-2,806 Reduced 29.63%	6,665 $223,000
Q3 2018 Oct 25, 2018	BUY	$41.24 - $43.35 $64,458 - $67,756	1,563 Added 19.76%	9,471 $0
Q2 2018 Aug 07, 2018	SELL	$41.16 - $44.53 $17,863 - $19,326	-434 Reduced 5.2%	7,908 $0
Q1 2018 Jun 03, 2019	BUY	$41.0 - $46.42 $5,043 - $5,709	123 Added 1.5%	8,342 $366,000
Q1 2018 May 09, 2018	SELL	$41.0 - $46.42 $5,043 - $5,709	-123 Reduced 1.47%	8,219 $0
Q4 2017 Jan 24, 2018	SELL	$40.46 - $44.05 $55,794 - $60,744	-1,379 Reduced 14.19%	8,342 $0
Q2 2017 Jun 03, 2019	SELL	N/A	-115 Reduced 1.17%	9,721 $375,000
Q1 2017 Jun 03, 2019	BUY	N/A	5,632 Added 133.97%	9,836 $372,000
Q4 2016 Jun 03, 2019	BUY	N/A	1,859 Added 79.28%	4,204 $151,000
Q2 2016 Jun 03, 2019	SELL	N/A	-3,415 Reduced 59.29%	2,345 $76,000
Q1 2016 Jun 03, 2019	BUY	N/A	5,760	5,760 $219,000

Others Institutions Holding FXZ

# of Institutions

128

Shares Held

3.08M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE TRADED FD FI

Ticker FXZ
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