Mather Group, Llc. First Tr Exchange Traded Fd Fi Transaction History

Mather Group, Llc.

$9.81 Billion
Q3 2025

A detailed history of Mather Group, Llc. transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Mather Group, Llc. holds 271 shares of FXZ stock, worth $16,704. This represents 0.0% of its overall portfolio holdings.

Number of Shares

271

Holding current value

$16,704

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$56.19 - $62.9 $15,227 - $17,045	271 New	271 $16,000
Q1 2024 Apr 08, 2024	BUY	$63.57 - $71.34 $17,227 - $19,333	271 New	271 $19,000

Others Institutions Holding FXZ

# of Institutions

104

Shares Held

2.52M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

403K
Shares

$24.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

194K
Shares

$12 Million
0.0% of portfolio
Cornerstone Planning Group LLC Fairfield, NJ

194K
Shares

$11.9 Million
2.29% of portfolio
Morgan Stanley New York, NY

173K
Shares

$10.6 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

117K
Shares

$7.24 Million
0.01% of portfolio

View Full List

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXZ
Sector ETFs
Industry ETFs

More about FXZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mather Group, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Mather Group, Llc. with notifications on news.

Account