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

True Wealth Advisors, LLC

$307 Million
Q4 2025

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 2,985 shares of FXL stock, worth $491,002. This represents 0.16% of its overall portfolio holdings.

Number of Shares

2,985

Previous 2,995 0.33%

Holding current value

$491,002

Previous $503,000 2.39%

% of portfolio

0.16%

Previous 0.17%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$164.35 - $176.31 $1,643 - $1,763	-10 Reduced 0.33%	2,985 $491,000
Q2 2025 Jul 03, 2025	SELL	$115.28 - $157.36 $4,611 - $6,294	-40 Reduced 1.32%	2,995 $471,000
Q1 2025 Apr 10, 2025	BUY	$131.2 - $160.72 $26,633 - $32,626	203 Added 7.17%	3,035 $404,000
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

281

Shares Held

5.64M

Call Options Held

5.1K

Put Options Held

View Full List

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXL
Sector ETFs
Industry ETFs

More about FXL

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