Nelson, Van Denburg & Campbell Wealth Management Group, LLC First Tr Large Cap Core Alphde Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.75 Billion
Q2 2025

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$93.69 - $98.85 $57,806 - $60,990	-617 Reduced 55.54%	494 $47,000
Q1 2024 Apr 30, 2024	BUY	$88.44 - $99.24 $54,567 - $61,231	617 Added 124.9%	1,111 $110,000
Q4 2023 Jan 30, 2024	SELL	$76.85 - $90.58 $4,918 - $5,797	-64 Reduced 11.47%	494 $44,000
Q1 2023 May 10, 2023	BUY	$76.64 - $86.44 $4,904 - $5,532	64 Added 12.96%	558 $44,000
Q1 2022 May 13, 2022	SELL	$82.76 - $92.23 $75,890 - $84,574	-917 Reduced 64.99%	494 $43,000
Q4 2021 Feb 14, 2022	BUY	$85.05 - $92.98 $120,005 - $131,194	1,411 New	1,411 $130,000

Others Institutions Holding FEX

# of Institutions

224

Shares Held

8.18M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.18M
Shares

$133 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

973K
Shares

$109 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

534K
Shares

$59.8 Million
0.01% of portfolio
Janney Montgomery Scott LLC

523K
Shares

$58.7 Million
0.15% of portfolio
Raymond James Financial Inc St. Petersburg, FL

297K
Shares

$33.2 Million
0.01% of portfolio

View Full List

About FIRST TR LARGE CAP CORE ALPHDE

Ticker FEX
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