Wealthpoint, LLC First Tr Small Cap Core Alphad Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 16, 2019	SELL	$53.62 - $63.98 $110,725 - $132,118	-2,065 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	$50.98 - $68.02 $105,273 - $140,461	2,065 New	2,065 $112,000

Others Institutions Holding FYX

# of Institutions

175

Shares Held

7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

803K
Shares

$69.8 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

641K
Shares

$55.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

595K
Shares

$51.7 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

444K
Shares

$38.6 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

427K
Shares

$37.2 Million
0.0% of portfolio

About FIRST TR SMALL CAP CORE ALPHAD

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