Wealth Effects LLC First Tr Small Cap Core Alphad Transaction History

Wealth Effects LLC

  • $255 Million
  • Q3 2024

A detailed history of Wealth Effects LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Wealth Effects LLC holds 2,958 shares of FYX stock, worth $321,800. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,958
Previous 2,958 -0.0%
Holding current value
$321,800
Previous $267,000 10.11%
% of portfolio
0.12%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$86.32 - $94.11 $86 - $94
1 Added 0.03%
2,958 $267,000
Q4 2023

Jan 29, 2024
BUY
$74.82 - $93.04 $74 - $93
1 Added 0.03%
2,957 $270,000
Q1 2023

May 04, 2023
BUY
$76.79 - $90.02 $76 - $90
1 Added 0.03%
2,956 $238,000
Q4 2022

Feb 02, 2023
SELL
$74.24 - $84.67 $7,498 - $8,551
-101 Reduced 3.3%
2,955 $231,000
Q3 2022

Nov 14, 2022
BUY
$72.71 - $89.32 $72 - $89
1 Added 0.03%
3,056 $222,000
Q4 2021

Feb 09, 2022
BUY
$91.64 - $101.0 $279,960 - $308,555
3,055 New
3,055 $296,000

Others Institutions Holding FYX

# of Institutions
157
Shares Held
6.13M
Call Options Held
2.3K
Put Options Held
0
View Full List

About FIRST TR SMALL CAP CORE ALPHAD

FYX Quotes by TradingView
  • Ticker FYX
  • Sector ETFs
  • Industry ETFs
More about FYX
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