Srs Capital Advisors, Inc. First Tr Exchange Traded Fd Fi Transaction History

Srs Capital Advisors, Inc.

$1.5 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 01, 2019	SELL	$34.0 - $39.17 $578 - $665	-17 Closed	0 $0
Q2 2019 Aug 08, 2019	BUY	$34.53 - $39.67 $587 - $674	17 New	17 $1,000

Others Institutions Holding FXZ

# of Institutions

126

Shares Held

3.1M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

477K
Shares

$28.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

248K
Shares

$14.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

221K
Shares

$13.2 Million
0.0% of portfolio
Morgan Stanley New York, NY

190K
Shares

$11.3 Million
0.0% of portfolio
Cornerstone Planning Group LLC Fairfield, NJ

155K
Shares

$9.2 Million
2.28% of portfolio

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXZ
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