A detailed history of National Wealth Management Group, LLC transactions in First Tr ETF Vi Nasdaq Oil & G stock. As of the latest transaction made, National Wealth Management Group, LLC holds 9,276 shares of FTXN stock, worth $267,241. This represents 0.22% of its overall portfolio holdings.

Number of Shares
9,276
Previous 12,324 24.73%
Holding current value
$267,241
Previous $398 Million 28.08%
% of portfolio
0.22%
Previous 0.31%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$29.77 - $33.62 $90,738 - $102,473
-3,048 Reduced 24.73%
9,276 $286 Million
Q1 2024

May 17, 2024

SELL
$26.88 - $32.3 $144,453 - $173,580
-5,374 Reduced 30.37%
12,324 $398 Million
Q4 2023

Feb 01, 2024

BUY
$27.22 - $30.96 $5,852 - $6,656
215 Added 1.23%
17,698 $501 Million
Q3 2023

Nov 13, 2023

BUY
$25.65 - $31.02 $10,260 - $12,408
400 Added 2.34%
17,483 $525 Million
Q2 2023

Aug 09, 2023

SELL
$24.83 - $28.24 $133,237 - $151,535
-5,366 Reduced 23.9%
17,083 $499 Million
Q1 2023

May 15, 2023

BUY
$24.88 - $30.16 $558,531 - $677,061
22,449 New
22,449 $568 Million
Q4 2022

Nov 17, 2023

BUY
$25.96 - $31.59 $29,127 - $35,443
1,122 Added 6.42%
18,605 $520 Million

Others Institutions Holding FTXN

About FIRST TR ETF VI NASDAQ OIL & G


  • Ticker FTXN
  • Sector ETFs
  • Industry ETFs
More about FTXN
Track This Portfolio

Track National Wealth Management Group, LLC Portfolio

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

News

Stay updated on National Wealth Management Group, LLC with notifications on news.