Wealth Advisors, Inc. First Tr Exchange Traded Fd Ii Transaction History

Wealth Advisors, Inc.

$223 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$41.28 - $50.73 $113,520 - $139,507	-2,750 Reduced 16.42%	14,000 $606,000
Q4 2019 Mar 16, 2020	BUY	$35.71 - $40.3 $598,142 - $675,025	16,750 New	16,750 $715,000

Others Institutions Holding FPXI

# of Institutions

89

Shares Held

2.02M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

320K
Shares

$15.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

255K
Shares

$12.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

196K
Shares

$9.33 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

123K
Shares

$5.85 Million
0.0% of portfolio
Bickling Financial Services, Inc. Lexington, MA

88.2K
Shares

$4.19 Million
2.15% of portfolio

About FIRST TR EXCHANGE-TRADED FD II

Ticker FPXI
Sector ETFs
Industry ETFs

More about FPXI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisors, Inc. with notifications on news.