1 North Wealth Services LLC First Tr Small Cap Core Alphad Transaction History

1 North Wealth Services LLC

$236 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	SELL	$96.51 - $110.53 $28,759 - $32,937	-298 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$57.71 - $65.03 $17,197 - $19,378	298 New	298 $19,000

Others Institutions Holding FYX

# of Institutions

175

Shares Held

6.86M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

803K
Shares

$81.8 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

641K
Shares

$65.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

595K
Shares

$60.5 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

444K
Shares

$45.2 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

427K
Shares

$43.5 Million
0.0% of portfolio

About FIRST TR SMALL CAP CORE ALPHAD

Ticker FYX
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 1 North Wealth Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on 1 North Wealth Services LLC with notifications on news.