Modern Wealth Management, LLC First Tr Exchange Traded Fd Fi Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Modern Wealth Management, LLC holds 6,273 shares of FXZ stock, worth $386,667. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,273
Previous 6,471 3.06%
Holding current value
$386,667
Previous $358,000 0.28%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
SELL
$46.76 - $57.2 $9,258 - $11,325
-198 Reduced 3.06%
6,273 $357,000
Q4 2024

Feb 11, 2025
BUY
$56.18 - $67.64 $363,540 - $437,698
6,471 New
6,471 $382 Million

Others Institutions Holding FXZ

# of Institutions
104
Shares Held
2.52M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD FI

FXZ Quotes by TradingView
  • Ticker FXZ
  • Sector ETFs
  • Industry ETFs
More about FXZ
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email