Ifp Advisors, Inc First Tr Vi Mid Cap Us Equity Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	SELL	$24.65 - $28.68 $9,514 - $11,070	-386 Reduced 8.08%	4,393 $96,000
Q3 2022 Nov 08, 2022	BUY	$24.06 - $28.99 $10,778 - $12,987	448 Added 10.34%	4,779 $105,000
Q2 2022 Sep 06, 2022	BUY	$24.76 - $29.74 $107,235 - $128,803	4,331 New	4,331 $95,000
Q2 2022 Aug 12, 2022	SELL	$24.76 - $29.74 $107,235 - $128,803	-4,331 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$27.49 - $30.83 $119,059 - $133,524	4,331 New	4,331 $127,000
Q3 2021 Oct 06, 2021	SELL	$27.78 - $30.01 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$28.11 - $29.69 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$23.98 - $28.31 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$19.71 - $24.49 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$18.58 - $21.07 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$14.69 - $21.67 $0 - $0	0 New	0 $0

Others Institutions Holding RNMC

# of Institutions

19

Shares Held

399K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

256K
Shares

$8.74 Million
0.0% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

42.9K
Shares

$1.46 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

40.9K
Shares

$1.4 Million
0.0% of portfolio
Fsb Premier Wealth Management, Inc.

18.6K
Shares

$635,403
0.27% of portfolio
New Edge Advisors, LLC New Orleans, LA

10.2K
Shares

$346,524
0.0% of portfolio

About FIRST TR VI MID CAP US EQUITY

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