Spectrum Wealth Advisory Group, LLC First Tr Small Cap Core Alphad Transaction History

Spectrum Wealth Advisory Group, LLC

$178 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	SELL	$76.79 - $90.02 $30,408 - $35,647	-396 Reduced 0.58%	67,990 $5.48 Million
Q4 2022 Jan 25, 2023	SELL	$74.24 - $84.67 $138,086 - $157,486	-1,860 Reduced 2.65%	68,386 $0
Q3 2022 Oct 24, 2022	BUY	$72.71 - $89.32 $158,507 - $194,717	2,180 Added 3.2%	70,246 $5.11 Million
Q2 2022 Jul 29, 2022	BUY	$74.54 - $92.21 $193,207 - $239,008	2,592 Added 3.96%	68,066 $5.22 Million
Q1 2022 Apr 22, 2022	BUY	$86.79 - $98.63 $633,827 - $720,294	7,303 Added 12.55%	65,474 $6 Million
Q4 2021 Feb 10, 2022	BUY	$91.64 - $101.0 $192,169 - $211,797	2,097 Added 3.74%	58,171 $5.65 Million
Q3 2021 Oct 15, 2021	BUY	$86.58 - $94.0 $204,069 - $221,558	2,357 Added 4.39%	56,074 $5.13 Million
Q2 2021 Jul 27, 2021	BUY	$89.29 - $96.6 $1.09 Million - $1.18 Million	12,224 Added 29.46%	53,717 $5.01 Million
Q1 2021 Apr 19, 2021	BUY	$76.14 - $96.16 $3.16 Million - $3.99 Million	41,493 New	41,493 $3.76 Million

Others Institutions Holding FYX

# of Institutions

160

Shares Held

6.15M

Call Options Held

2.3K

Put Options Held

0

About FIRST TR SMALL CAP CORE ALPHAD

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