World Equity Group, Inc. First Tr Exchange Traded Fd Fi Transaction History

World Equity Group, Inc.

$277 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	SELL	$17.93 - $19.35 $1.61 Million - $1.73 Million	-89,584 Reduced 76.2%	27,974 $509 Million
Q1 2024 Jul 18, 2024	BUY	$15.73 - $18.73 $1.85 Million - $2.2 Million	117,558 New	117,558 $2.2 Billion
Q4 2023 Jul 22, 2024	BUY	$15.91 - $18.25 $958,736 - $1.1 Million	60,260 Added 56.95%	166,071 $2.79 Billion
Q3 2023 Jul 22, 2024	BUY	$15.29 - $18.06 $1.19 Million - $1.41 Million	77,837 Added 278.25%	105,811 $1.84 Billion
Q2 2023 Aug 26, 2024	BUY	$14.3 - $16.14 $1.46 Million - $1.65 Million	102,437 Added 1260.61%	110,563 $1.73 Billion
Q1 2023 Aug 26, 2024	SELL	$14.58 - $17.78 $289,383 - $352,897	-19,848 Reduced 70.95%	8,126 $613 Million
Q4 2022 Sep 06, 2024	BUY	$16.44 - $19.4 $1.02 Million - $1.2 Million	61,826 Added 221.01%	89,800 $1.53 Billion

Others Institutions Holding FXN

# of Institutions

131

Shares Held

21.7M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

5.86M
Shares

$91.4 Million
0.28% of portfolio
Morgan Stanley New York, NY

2.9M
Shares

$45.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

2.26M
Shares

$35.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.1M
Shares

$32.8 Million
0.01% of portfolio
Ubs Group Ag

993K
Shares

$15.5 Million
0.0% of portfolio

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXN
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on World Equity Group, Inc. with notifications on news.