Minich Mac Gregor Wealth Management, LLC First Tr Exchange Traded Fd Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $457 Million
  • Q4 2024

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 10,695 shares of FXD stock, worth $714,639. This represents 0.15% of its overall portfolio holdings.

Number of Shares
10,695
Previous 10,564 1.24%
Holding current value
$714,639
Previous $668,000 3.44%
% of portfolio
0.15%
Previous 0.15%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$62.05 - $68.52 $8,128 - $8,976
131 Added 1.24%
10,695 $691,000
Q3 2024

Oct 30, 2024
SELL
$56.55 - $63.72 $19,792 - $22,302
-350 Reduced 3.21%
10,564 $668,000
Q2 2024

Jul 25, 2024
SELL
$58.3 - $64.09 $6,354 - $6,985
-109 Reduced 0.99%
10,914 $653,000
Q1 2024

Apr 16, 2024
SELL
$56.49 - $64.54 $62,647 - $71,574
-1,109 Reduced 9.14%
11,023 $711,000
Q4 2023

Feb 08, 2024
SELL
$46.79 - $59.42 $2.51 Million - $3.19 Million
-53,666 Reduced 81.56%
12,132 $715,000
Q3 2023

Oct 16, 2023
SELL
$49.94 - $58.14 $394,575 - $459,364
-7,901 Reduced 10.72%
65,798 $3.36 Million
Q2 2023

Jul 13, 2023
SELL
$49.26 - $55.21 $55,565 - $62,276
-1,128 Reduced 1.51%
73,699 $4.07 Million
Q1 2023

Apr 19, 2023
BUY
$48.15 - $56.93 $3.6 Million - $4.26 Million
74,820 Added 1068857.12%
74,827 $3.89 Million
Q4 2022

Jan 09, 2023
BUY
$44.2 - $51.87 $309 - $363
7 New
7 $0
Q2 2022

Jul 13, 2022
SELL
$43.78 - $55.49 $4.03 Million - $5.1 Million
-91,962 Closed
0 $0
Q1 2022

Apr 26, 2022
BUY
$51.73 - $62.62 $748,222 - $905,735
14,464 Added 18.66%
91,962 $5.01 Million
Q4 2021

Jan 18, 2022
SELL
$58.25 - $65.57 $40,542 - $45,636
-696 Reduced 0.89%
77,498 $4.81 Million
Q3 2021

Nov 03, 2021
BUY
$58.02 - $62.89 $395,638 - $428,846
6,819 Added 9.55%
78,194 $4.62 Million
Q2 2021

Aug 02, 2021
SELL
$58.03 - $61.76 $214,943 - $228,759
-3,704 Reduced 4.93%
71,375 $4.33 Million
Q1 2021

Apr 27, 2021
SELL
$49.96 - $61.06 $6,245 - $7,632
-125 Reduced 0.17%
75,079 $4.37 Million
Q4 2020

Jan 19, 2021
SELL
$42.4 - $51.13 $49,904 - $60,180
-1,177 Reduced 1.54%
75,204 $3.83 Million
Q3 2020

Oct 14, 2020
BUY
$37.31 - $44.6 $1.05 Million - $1.26 Million
28,269 Added 58.76%
76,381 $3.25 Million
Q2 2020

Aug 05, 2020
BUY
$24.11 - $42.95 $1.16 Million - $2.07 Million
48,112 New
48,112 $1.8 Million
Q4 2018

Jan 17, 2019
SELL
$34.86 - $43.2 $23,879 - $29,592
-685 Closed
0 $0
Q1 2017

Jun 28, 2018
SELL
N/A
-25,209 Reduced 97.35%
685 $25,000
Q4 2016

Jun 28, 2018
SELL
N/A
-3,305 Reduced 11.32%
25,894 $42,000
Q3 2016

Jun 28, 2018
BUY
N/A
1,127 Added 4.01%
29,199 $1.03 Million
Q2 2016

Jun 28, 2018
BUY
N/A
699 Added 2.55%
28,072 $946,000
Q1 2016

Jun 28, 2018
BUY
N/A
7,225 Added 35.86%
27,373 $962,000
Q4 2015

Jun 27, 2018
BUY
N/A
20,148
20,148 $736,000

Others Institutions Holding FXD

# of Institutions
141
Shares Held
21.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD

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