Wcg Wealth Advisors LLC First Tr Exchange Traded Fd Transaction History

Wcg Wealth Advisors LLC

  • $1.21 Billion
  • Q1 2025

A detailed history of Wcg Wealth Advisors LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 96,896 shares of FXD stock, worth $6 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
96,896
Previous 96,896 -0.0%
Holding current value
$6 Million
Previous $5.61 Million -0.0%
% of portfolio
0.46%
Previous 0.43%

Shares

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

May 14, 2025
SELL
$56.39 - $68.12 $1.16 Million - $1.4 Million
-20,508 Reduced 17.47%
96,896 $5.61 Million
Q4 2024

Feb 18, 2025
BUY
$62.05 - $68.52 $19,049 - $21,035
307 Added 0.26%
117,404 $7.59 Million
Q3 2024

Nov 13, 2024
SELL
$56.55 - $63.72 $178,754 - $201,418
-3,161 Reduced 2.63%
117,097 $7.41 Million
Q2 2024

Aug 12, 2024
BUY
$58.3 - $64.09 $67,861 - $74,600
1,164 Added 0.98%
120,258 $7.21 Million
Q1 2024

May 13, 2024
SELL
$56.49 - $64.54 $2.35 Million - $2.69 Million
-41,656 Reduced 25.91%
119,094 $7.69 Million
Q4 2023

Feb 08, 2024
SELL
$46.79 - $59.42 $1.21 Million - $1.54 Million
-25,937 Reduced 13.89%
160,750 $9.48 Million
Q3 2023

Nov 09, 2023
BUY
$49.94 - $58.14 $629,643 - $733,029
12,608 Added 7.24%
186,687 $9.61 Million
Q2 2023

Aug 14, 2023
BUY
$49.26 - $55.21 $1.35 Million - $1.51 Million
27,311 Added 18.61%
174,079 $9.61 Million
Q1 2023

May 15, 2023
BUY
$48.15 - $56.93 $7.07 Million - $8.36 Million
146,768 New
146,768 $7.62 Million
Q3 2022

Nov 14, 2022
SELL
$43.02 - $53.09 $33,942 - $41,888
-789 Reduced 12.68%
5,435 $234,000
Q2 2022

Aug 23, 2022
SELL
$43.78 - $55.49 $62,255 - $78,906
-1,422 Reduced 18.6%
6,224 $278,000
Q2 2022

Aug 15, 2022
BUY
$43.78 - $55.49 $334,741 - $424,276
7,646 New
7,646 $219,000

Others Institutions Holding FXD

# of Institutions
136
Shares Held
9.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD

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

Track Wcg Wealth Advisors LLC Portfolio

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

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email