Socha Financial Group, LLC First Tr Exch Trad Fd Iii New Transaction History

Socha Financial Group, LLC

$205 Billion
Q1 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 30, 2024	SELL	$26.63 - $27.39 $10,465 - $10,764	-393 Reduced 1.37%	28,358 $775 Million
Q2 2024 Jul 31, 2024	BUY	$26.38 - $26.94 $27,303 - $27,882	1,035 Added 3.73%	28,751 $770 Million
Q1 2024 May 09, 2024	BUY	$26.85 - $27.23 $5,907 - $5,990	220 Added 0.8%	27,716 $748 Million
Q4 2023 Feb 01, 2024	BUY	$25.02 - $27.21 $26,746 - $29,087	1,069 Added 4.05%	27,496 $746 Million
Q3 2023 Oct 31, 2023	BUY	$25.39 - $26.77 $1,320 - $1,392	52 Added 0.2%	26,427 $673 Million
Q2 2023 Jul 28, 2023	BUY	$26.25 - $27.11 $43,233 - $44,650	1,647 Added 6.66%	26,375 $701 Million
Q1 2023 Apr 26, 2023	BUY	$26.33 - $27.18 $127,911 - $132,040	4,858 Added 24.45%	24,728 $662 Million
Q4 2022 Mar 17, 2023	BUY	$25.13 - $26.65 $499,333 - $529,535	19,870 New	19,870 $525 Million

Others Institutions Holding FMNY

# of Institutions

14

Shares Held

489K

Call Options Held

0

Put Options Held

0

Magnus Financial Group LLC New York, NY

176K
Shares

$4.51 Million
0.43% of portfolio
Hennion & Walsh Asset Management, Inc.

98.6K
Shares

$2.53 Million
0.12% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

39.9K
Shares

$1.03 Million
0.0% of portfolio
First Trust Advisors LP Wheaton, IL

39.1K
Shares

$1 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

32.4K
Shares

$833,229
0.0% of portfolio

About FIRST TR EXCH-TRAD FD III NEW

Ticker FMNY

More about FMNY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Socha Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Socha Financial Group, LLC with notifications on news.