Iams Wealth Management, LLC First Trust Europe Alphadex Fu Transaction History

Iams Wealth Management, LLC

$204 Billion
Q3 2024

A detailed history of Iams Wealth Management, LLC transactions in First Trust Europe Alphadex Fu stock. As of the latest transaction made, Iams Wealth Management, LLC holds 16,367 shares of FEP stock, worth $589,866. This represents 0.31% of its overall portfolio holdings.

Number of Shares

16,367

Previous 13,927 17.52%

Holding current value

$589,866

Previous $513 Million 24.32%

% of portfolio

0.31%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$35.46 - $39.44 $86,522 - $96,233	2,440 Added 17.52%	16,367 $637 Million
Q2 2024 Aug 05, 2024	SELL	$36.17 - $39.86 $190,615 - $210,062	-5,270 Reduced 27.45%	13,927 $513 Million
Q1 2024 Apr 18, 2024	BUY	$34.69 - $37.81 $3,087 - $3,365	89 Added 0.47%	19,197 $696 Million
Q4 2023 Feb 07, 2024	SELL	$30.88 - $36.59 $17,416 - $20,636	-564 Reduced 2.87%	19,108 $694 Million
Q3 2023 Nov 14, 2023	BUY	$32.67 - $36.08 $642,684 - $709,765	19,672 New	19,672 $649 Million
Q1 2023 Oct 30, 2023	BUY	$32.58 - $36.37 $5,147 - $5,746	158 Added 0.81%	19,676 $684 Million
Q4 2022 Oct 27, 2023	BUY	$26.26 - $32.87 $512,542 - $641,556	19,518 New	19,518 $628 Million

Others Institutions Holding FEP

# of Institutions

Shares Held

3.33M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST EUROPE ALPHADEX FU

Ticker FEP
Sector ETFs
Industry ETFs

More about FEP

Track This Portfolio

Portfolio Update

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

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Account

Iams Wealth Management, LLC First Trust Europe Alphadex Fu Transaction History