Lakeridge Wealth Management LLC First Tr Small Cap Core Alphad Transaction History

Lakeridge Wealth Management LLC

$217 Billion
Q2 2025

A detailed history of Lakeridge Wealth Management LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 52,221 shares of FYX stock, worth $5.5 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares

52,221

Previous 11,384 358.72%

Holding current value

$5.5 Million

Previous $1.03 Billion 395.33%

% of portfolio

2.34%

Previous 0.51%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$79.22 - $97.28 $3.24 Million - $3.97 Million	40,837 Added 358.72%	52,221 $5.08 Billion
Q1 2025 Apr 16, 2025	BUY	$89.26 - $104.61 $56,680 - $66,427	635 Added 5.91%	11,384 $1.03 Billion
Q4 2024 Jan 30, 2025	BUY	$96.51 - $110.53 $18,143 - $20,779	188 Added 1.78%	10,749 $1.09 Billion
Q3 2024 Oct 07, 2024	SELL	$89.32 - $100.62 $5,627 - $6,339	-63 Reduced 0.59%	10,561 $1.05 Billion
Q2 2024 Aug 01, 2024	BUY	$86.32 - $94.11 $27,018 - $29,456	313 Added 3.04%	10,624 $961 Million
Q1 2024 Apr 29, 2024	SELL	$85.84 - $93.24 $18,283 - $19,860	-213 Reduced 2.02%	10,311 $961 Million
Q4 2023 Feb 14, 2024	BUY	$74.82 - $93.04 $787,405 - $979,152	10,524 New	10,524 $964 Million

Others Institutions Holding FYX

# of Institutions

170

Shares Held

6.3M

Call Options Held

Put Options Held

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About FIRST TR SMALL CAP CORE ALPHAD

Ticker FYX
Sector ETFs
Industry ETFs

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Lakeridge Wealth Management LLC First Tr Small Cap Core Alphad Transaction History