A detailed history of Spire Wealth Management transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Spire Wealth Management holds 2,804 shares of FEX stock, worth $313,907. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,804
Previous 3,509 20.09%
Holding current value
$313,907
Previous $340,000 14.12%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$94.21 - $104.17 $66,418 - $73,439
-705 Reduced 20.09%
2,804 $292,000
Q1 2024

Apr 24, 2024

BUY
$88.44 - $99.24 $176 - $198
2 Added 0.06%
3,509 $348,000
Q4 2023

Feb 06, 2024

SELL
$76.85 - $90.58 $27,819 - $32,789
-362 Reduced 9.36%
3,507 $316,000
Q3 2023

Nov 08, 2023

SELL
$80.42 - $87.5 $48,252 - $52,500
-600 Reduced 13.43%
3,869 $313,000
Q2 2023

Aug 09, 2023

SELL
$77.71 - $84.01 $49,967 - $54,018
-643 Reduced 12.58%
4,469 $375,000
Q1 2023

May 09, 2023

BUY
$76.64 - $86.44 $157,955 - $178,152
2,061 Added 67.55%
5,112 $411,000
Q4 2022

Feb 03, 2023

BUY
$73.15 - $84.99 $75,417 - $87,624
1,031 Added 51.04%
3,051 $244,000
Q3 2022

Nov 07, 2022

SELL
$72.22 - $85.49 $251,758 - $298,018
-3,486 Reduced 63.31%
2,020 $146,000
Q2 2022

Jul 22, 2022

SELL
$74.38 - $89.47 $57,793 - $69,518
-777 Reduced 12.37%
5,506 $419,000
Q1 2022

Apr 18, 2022

BUY
$82.76 - $92.23 $7,365 - $8,208
89 Added 1.44%
6,283 $555,000
Q4 2021

Jan 14, 2022

SELL
$85.05 - $92.98 $135,994 - $148,675
-1,599 Reduced 20.52%
6,194 $572,000
Q3 2021

Oct 22, 2021

BUY
$83.64 - $90.11 $206,841 - $222,842
2,473 Added 46.48%
7,793 $665,000
Q2 2021

Jul 26, 2021

BUY
$81.03 - $86.09 $76,087 - $80,838
939 Added 21.43%
5,320 $457,000
Q1 2021

May 21, 2021

BUY
$72.33 - $80.81 $316,877 - $354,028
4,381 New
4,381 $351,000

Others Institutions Holding FEX

About FIRST TR LARGE CAP CORE ALPHDE


  • Ticker FEX
  • Sector ETFs
  • Industry ETFs
More about FEX
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.