Simplicity Wealth,Llc First Tr Exchange Trd Fd Ii Fi Transaction History

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in First Tr Exchange Trd Fd Ii Fi stock. As of the latest transaction made, Simplicity Wealth,Llc holds 26,476 shares of FGD stock, worth $761,185. This represents 0.03% of its overall portfolio holdings.

Number of Shares
26,476
Previous 16,481 60.65%
Holding current value
$761,185
Previous $400,000 82.25%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 22, 2025
BUY
$21.8 - $27.71 $217,891 - $276,961
9,995 Added 60.65%
26,476 $729,000
Q1 2025

Apr 14, 2025
BUY
$21.95 - $24.74 $361,757 - $407,739
16,481 New
16,481 $400,000
Q3 2024

Oct 09, 2024
BUY
$22.11 - $24.64 $95,426 - $106,346
4,316 Added 36.89%
16,017 $390,000
Q2 2024

Jul 10, 2024
BUY
$21.66 - $23.93 $253,443 - $280,004
11,701 New
11,701 $261,000
Q4 2023

Jan 29, 2024
BUY
$19.81 - $22.58 $184,490 - $210,287
9,313 New
9,313 $207,000
Q1 2023

Apr 27, 2023
SELL
$21.46 - $23.92 $139,339 - $155,312
-6,493 Reduced 40.53%
9,528 $210,000
Q4 2022

Feb 15, 2023
BUY
$18.3 - $22.51 $293,184 - $360,632
16,021 New
16,021 $352,000

Others Institutions Holding FGD

# of Institutions
161
Shares Held
17.4M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRD FD II FI

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