Independent Wealth Network Inc. First Tr Small Cap Core Alphad Transaction History

Independent Wealth Network Inc.

$237 Million
Q1 2025

A detailed history of Independent Wealth Network Inc. transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Independent Wealth Network Inc. holds 4,579 shares of FYX stock, worth $428,914. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,579

Previous 4,473 2.37%

Holding current value

$428,914

Previous $452,000 8.85%

% of portfolio

0.17%

Previous 0.19%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$89.26 - $104.61 $9,461 - $11,088	106 Added 2.37%	4,579 $412,000
Q4 2024 Jan 17, 2025	SELL	$96.51 - $110.53 $12,160 - $13,926	-126 Reduced 2.74%	4,473 $452,000
Q3 2024 Oct 15, 2024	SELL	$89.32 - $100.62 $3,394 - $3,823	-38 Reduced 0.82%	4,599 $457,000
Q2 2024 Jul 18, 2024	BUY	$86.32 - $94.11 $517 - $564	6 Added 0.13%	4,637 $419,000
Q1 2024 Apr 11, 2024	BUY	$85.84 - $93.24 $1,287 - $1,398	15 Added 0.32%	4,631 $431,000
Q4 2023 Jan 12, 2024	SELL	$74.82 - $93.04 $4,264 - $5,303	-57 Reduced 1.22%	4,616 $422,000
Q3 2023 Oct 11, 2023	SELL	$79.2 - $88.72 $43,164 - $48,352	-545 Reduced 10.44%	4,673 $376,000
Q2 2023 Jul 12, 2023	SELL	$74.92 - $82.95 $7,566 - $8,377	-101 Reduced 1.9%	5,218 $429,000
Q1 2023 Apr 18, 2023	SELL	$76.79 - $90.02 $3,685 - $4,320	-48 Reduced 0.89%	5,319 $428,000
Q4 2022 Jan 25, 2023	BUY	$74.24 - $84.67 $2,524 - $2,878	34 Added 0.64%	5,367 $0
Q3 2022 Oct 17, 2022	SELL	$72.71 - $89.32 $19,268 - $23,669	-265 Reduced 4.73%	5,333 $388,000
Q2 2022 Jul 26, 2022	SELL	$74.54 - $92.21 $27,430 - $33,933	-368 Reduced 6.17%	5,598 $429,000
Q1 2022 Apr 20, 2022	BUY	$86.79 - $98.63 $15,622 - $17,753	180 Added 3.11%	5,966 $546,000
Q4 2021 Feb 10, 2022	BUY	$91.64 - $101.0 $17,869 - $19,695	195 Added 3.49%	5,786 $562,000
Q3 2021 Nov 04, 2021	BUY	$86.58 - $94.0 $484,068 - $525,554	5,591 New	5,591 $556,000

Others Institutions Holding FYX

# of Institutions

172

Shares Held

6.89M

Call Options Held

Put Options Held

View Full List

About FIRST TR SMALL CAP CORE ALPHAD

Ticker FYX
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Independent Wealth Network Inc. First Tr Small Cap Core Alphad Transaction History