Integrated Wealth Concepts LLC First Tr Small Cap Core Alphad Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 9,601 shares of FYX stock, worth $1.06 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,601
Previous 9,568 0.34%
Holding current value
$1.06 Million
Previous $861,000 8.36%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$79.22 - $97.28 $2,614 - $3,210
33 Added 0.34%
9,601 $933,000
Q1 2025

May 15, 2025
BUY
$89.26 - $104.61 $41,505 - $48,643
465 Added 5.11%
9,568 $861,000
Q4 2024

Feb 14, 2025
BUY
$96.51 - $110.53 $77,497 - $88,755
803 Added 9.67%
9,103 $919,000
Q3 2024

Nov 14, 2024
BUY
$89.32 - $100.62 $741,356 - $835,146
8,300 New
8,300 $826,000

Others Institutions Holding FYX

# of Institutions
173
Shares Held
6.36M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR SMALL CAP CORE ALPHAD

FYX Quotes by TradingView
  • Ticker FYX
  • Sector ETFs
  • Industry ETFs
More about FYX
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