Summit Financial Wealth Advisors, LLC First Tr Large Cap Core Alphde Transaction History

Summit Financial Wealth Advisors, LLC

$505 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 09, 2020	BUY	$59.34 - $66.63 $187,514 - $210,550	3,160 New	3,160 $202,000
Q1 2020 Apr 29, 2020	SELL	$40.79 - $67.43 $128,896 - $213,078	-3,160 Closed	0 $0
Q4 2019 Jan 28, 2020	BUY	$58.58 - $65.36 $185,112 - $206,537	3,160 New	3,160 $204,000
Q3 2019 Nov 05, 2019	SELL	$58.19 - $62.91 $192,608 - $208,232	-3,310 Closed	0 $0
Q2 2019 Jul 16, 2019	BUY	$57.03 - $61.75 $188,769 - $204,392	3,310 New	3,310 $203,000
Q1 2019 May 01, 2019	SELL	$51.09 - $59.72 $209,979 - $245,449	-4,110 Closed	0 $0
Q3 2018 Oct 22, 2018	SELL	$59.23 - $63.04 $14,925 - $15,886	-252 Reduced 5.78%	4,110 $239,000
Q1 2018 Apr 09, 2018	BUY	$56.53 - $62.78 $246,583 - $273,846	4,362 New	4,362 $255,000
Q1 2018 Apr 06, 2018	SELL	$56.53 - $62.78 $246,583 - $273,846	-4,362 Closed	0 $0
Q3 2017 Nov 06, 2017	SELL	$54.3 - $54.9 $2.21 Million - $2.24 Million	-40,737 Reduced 90.33%	4,362 $239,000
Q2 2017 Aug 14, 2017	BUY	N/A	45,099	45,099 $2.4 Million

Others Institutions Holding FEX

# of Institutions

222

Shares Held

7.3M

Call Options Held

0

Put Options Held

0

About FIRST TR LARGE CAP CORE ALPHDE

Ticker FEX
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