Potentia Wealth First Tr Small Cap Core Alphad Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Potentia Wealth holds 11,093 shares of FYX stock, worth $1.01 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

11,093

Holding current value

$1.01 Million

% of portfolio

0.5%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$96.51 - $110.53 $1.07 Million - $1.23 Million	11,093 New	11,093 $1.12 Billion

Others Institutions Holding FYX

# of Institutions

177

Shares Held

6.92M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

803K
Shares

$73.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

641K
Shares

$58.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

595K
Shares

$54.3 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

444K
Shares

$40.6 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

427K
Shares

$39.1 Million
0.0% of portfolio

View Full List

About FIRST TR SMALL CAP CORE ALPHAD

Ticker FYX
Sector ETFs
Industry ETFs

More about FYX

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