Stone X Group Inc. First Tr Exchange Traded Fd Fi Transaction History

Stone X Group Inc.

$2.06 Trillion
Q2 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Aug 13, 2025	BUY	$61.87 - $68.17 $255,151 - $281,133	4,124 New	4,124 $260 Million
Q2 2023 Aug 13, 2025	BUY	$57.64 - $65.59 $50,031 - $56,932	868 Added 5.14%	17,765 $1.14 Billion
Q2 2023 Aug 11, 2023	SELL	$57.64 - $65.59 $12,623 - $14,364	-219 Reduced 1.37%	15,813 $1.02 Million
Q1 2023 Aug 13, 2025	BUY	$60.62 - $71.94 $110,389 - $131,002	1,821 Added 12.08%	16,897 $1.1 Billion
Q1 2023 May 11, 2023	BUY	$60.62 - $71.94 $971,859 - $1.15 Million	16,032 New	16,032 $1.05 Million
Q4 2022 Aug 13, 2025	BUY	$53.53 - $65.39 $106,685 - $130,322	1,993 Added 15.23%	15,076 $915 Million
Q3 2022 Aug 13, 2025	BUY	$50.77 - $65.56 $664,223 - $857,721	13,083 New	13,083 $679 Million
Q2 2022 Aug 13, 2025	BUY	$56.05 - $74.6 $57,899 - $77,061	1,033 Added 8.22%	13,598 $769 Million
Q1 2022 Aug 13, 2025	BUY	$57.51 - $73.35 $722,613 - $921,642	12,565 New	12,565 $900 Million

Others Institutions Holding FXZ

# of Institutions

104

Shares Held

2.52M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

403K
Shares

$24.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

194K
Shares

$12 Million
0.0% of portfolio
Cornerstone Planning Group LLC Fairfield, NJ

194K
Shares

$11.9 Million
2.29% of portfolio
Morgan Stanley New York, NY

173K
Shares

$10.6 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

117K
Shares

$7.24 Million
0.01% of portfolio

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXZ
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