Main Line Retirement Advisors, LLC First Tr Small Cap Core Alphad Transaction History

Main Line Retirement Advisors, LLC

  • $150 Million
  • Q2 2025

A detailed history of Main Line Retirement Advisors, LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Main Line Retirement Advisors, LLC holds 4,551 shares of FYX stock, worth $479,083. This represents 0.29% of its overall portfolio holdings.

Number of Shares
4,551
Previous 113,690 96.0%
Holding current value
$479,083
Previous $10.2 Million 95.68%
% of portfolio
0.29%
Previous 7.96%

Shares

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

Jul 14, 2025
SELL
$79.22 - $97.28 $8.65 Million - $10.6 Million
-109,139 Reduced 96.0%
4,551 $442,000
Q1 2025

May 21, 2025
BUY
$89.26 - $104.61 $56,858 - $66,636
637 Added 0.56%
113,690 $10.2 Million
Q4 2024

Jan 22, 2025
SELL
$96.51 - $110.53 $496,833 - $569,008
-5,148 Reduced 4.36%
113,053 $11.4 Million
Q3 2024

Nov 18, 2024
BUY
$89.32 - $100.62 $597,104 - $672,644
6,685 Added 5.99%
118,201 $11.8 Million
Q2 2024

Jul 26, 2024
BUY
$86.32 - $94.11 $382,311 - $416,813
4,429 Added 4.14%
111,516 $10.1 Million
Q1 2024

Apr 18, 2024
BUY
$85.84 - $93.24 $522,508 - $567,551
6,087 Added 6.03%
107,087 $9.98 Billion
Q4 2023

Feb 08, 2024
BUY
$74.82 - $93.04 $662,680 - $824,055
8,857 Added 9.61%
101,000 $9.25 Billion
Q2 2023

Aug 01, 2023
BUY
$74.92 - $82.95 $6.9 Million - $7.64 Million
92,143 New
92,143 $7.58 Billion

Others Institutions Holding FYX

# of Institutions
170
Shares Held
6.3M
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
Track This Portfolio

Track Main Line Retirement Advisors, LLC Portfolio

Follow Main Line Retirement Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Main Line Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Main Line Retirement Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email