Wealth Effects LLC First Tr Exchange Traded Fd Transaction History
Wealth Effects LLC
- $241 Million
- Q2 2025
A detailed history of Wealth Effects LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Wealth Effects LLC holds 10,050 shares of FCG stock, worth $232,255. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,050
Previous 18,650
46.11%
Holding current value
$232,255
Previous $463,000
49.89%
% of portfolio
0.1%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding FCG
# of Institutions
126Shares Held
9.79MCall Options Held
79KPut Options Held
51.4K-
Raymond James Financial Inc St. Petersburg, FL1.1MShares$25.3 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL917KShares$21.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY825KShares$19.1 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN807KShares$18.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA521KShares$12 Million0.0% of portfolio