Warren Averett Asset Management, LLC First Tr Exchange Traded Fd Fi Transaction History

Warren Averett Asset Management, LLC

  • $8.88 Billion
  • Q2 2025

A detailed history of Warren Averett Asset Management, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 3,226 shares of FXL stock, worth $554,549. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,226
Previous 3,226 -0.0%
Holding current value
$554,549
Previous $426,000 19.01%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$131.2 - $160.72 $17,712 - $21,697
-135 Reduced 4.02%
3,226 $426,000
Q4 2024

Feb 14, 2025
BUY
$136.18 - $158.26 $457,700 - $531,911
3,361 New
3,361 $499,000

Others Institutions Holding FXL

# of Institutions
279
Shares Held
5.79M
Call Options Held
5.1K
Put Options Held
5K
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 Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, 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 Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email