Tcfg Wealth Management, LLC First Tr Small Cap Core Alphad Transaction History
Tcfg Wealth Management, LLC
- $242 Billion
- Q3 2025
A detailed history of Tcfg Wealth Management, LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 7,309 shares of FYX stock, worth $786,594. This represents 0.33% of its overall portfolio holdings.
Number of Shares
7,309
Previous 7,450
1.89%
Holding current value
$786,594
Previous $725 Million
9.91%
% of portfolio
0.33%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding FYX
# of Institutions
172Shares Held
6.04MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY625KShares$67.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC586KShares$63.1 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA561KShares$60.3 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6533KShares$57.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC384KShares$41.3 Million0.0% of portfolio