True Wealth Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History

True Wealth Advisors, LLC

  • $271 Million
  • Q3 2024

A detailed history of True Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, True Wealth Advisors, LLC holds 2,832 shares of FXL stock, worth $428,849. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,832
Previous 2,832 -0.0%
Holding current value
$428,849
Previous $385,000 1.82%
% of portfolio
0.14%
Previous 0.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$122.15 - $138.57 $25,651 - $29,099
210 Added 8.01%
2,832 $381,000
Q4 2023

Feb 08, 2024
SELL
$104.07 - $129.36 $104 - $129
-1 Reduced 0.04%
2,622 $335,000
Q3 2023

Nov 07, 2023
SELL
$107.71 - $121.01 $20,034 - $22,507
-186 Reduced 6.62%
2,623 $291,000
Q4 2022

Jan 23, 2023
SELL
$84.85 - $98.36 $3,563 - $4,131
-42 Reduced 1.47%
2,809 $0
Q3 2022

Oct 21, 2022
SELL
$86.7 - $108.72 $45,690 - $57,295
-527 Reduced 15.6%
2,851 $247,000
Q2 2022

Jul 27, 2022
SELL
$91.32 - $117.0 $106,113 - $135,954
-1,162 Reduced 25.59%
3,378 $318,000
Q1 2022

May 05, 2022
BUY
$104.66 - $131.4 $121,614 - $152,686
1,162 Added 34.4%
4,540 $599,000
Q1 2022

May 04, 2022
SELL
$104.66 - $131.4 $121,614 - $152,686
-1,162 Reduced 25.59%
3,378 $360,000
Q2 2021

Jul 23, 2021
SELL
$109.97 - $125.18 $30,241 - $34,424
-275 Reduced 5.71%
4,540 $564,000
Q1 2021

Apr 22, 2021
BUY
$105.48 - $124.89 $18,248 - $21,605
173 Added 3.73%
4,815 $0
Q4 2020

Jan 25, 2021
BUY
$89.8 - $114.12 $416,851 - $529,745
4,642 New
4,642 $532,000

Others Institutions Holding FXL

# of Institutions
238
Shares Held
5.7M
Call Options Held
6.2K
Put Options Held
7K
View Full List

About FIRST TR EXCHANGE TRADED FD FI

FXL Quotes by TradingView
  • Ticker FXL
  • Sector ETFs
  • Industry ETFs
More about FXL
Track This Portfolio

Track True Wealth Advisors, LLC Portfolio

Follow True Wealth Advisors, LLC 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 True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email