Ae Wealth Management LLC First Tr Exchange Traded Fd Fi Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,332 shares of FXZ stock, worth $186,558. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,332
Previous 5,422 38.55%
Holding current value
$186,558
Previous $363,000 47.93%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$56.18 - $67.64 $117,416 - $141,367
-2,090 Reduced 38.55%
3,332 $189,000
Q3 2024

Nov 14, 2024
SELL
$61.2 - $67.95 $58,752 - $65,232
-960 Reduced 15.04%
5,422 $363,000
Q2 2024

Aug 12, 2024
SELL
$64.71 - $72.04 $61,280 - $68,221
-947 Reduced 12.92%
6,382 $413,000
Q1 2024

May 15, 2024
SELL
$63.57 - $71.34 $422,676 - $474,339
-6,649 Reduced 47.57%
7,329 $522,000
Q4 2023

Feb 14, 2024
BUY
$58.78 - $70.0 $37,736 - $44,940
642 Added 4.81%
13,978 $963,000
Q3 2023

Oct 11, 2023
BUY
$61.87 - $68.17 $209,615 - $230,959
3,388 Added 34.06%
13,336 $840,000
Q2 2023

Jul 10, 2023
SELL
$57.64 - $65.59 $11.6 Million - $13.2 Million
-201,692 Reduced 95.3%
9,948 $638,000
Q1 2023

Apr 14, 2023
BUY
$60.62 - $71.94 $12.2 Million - $14.5 Million
201,575 Added 2002.73%
211,640 $13.8 Million
Q4 2022

Jan 31, 2023
BUY
$53.53 - $65.39 $9,528 - $11,639
178 Added 1.8%
10,065 $609,000
Q3 2022

Oct 25, 2022
BUY
$50.77 - $65.56 $76,611 - $98,930
1,509 Added 18.01%
9,887 $513,000
Q2 2022

Aug 03, 2022
SELL
$56.05 - $74.6 $515,099 - $685,574
-9,190 Reduced 52.31%
8,378 $474,000
Q1 2022

Apr 18, 2022
BUY
$57.51 - $73.35 $156,829 - $200,025
2,727 Added 18.37%
17,568 $1.26 Million
Q4 2021

Jan 20, 2022
SELL
$56.62 - $63.53 $31,707 - $35,576
-560 Reduced 3.64%
14,841 $923,000
Q3 2021

Nov 01, 2021
BUY
$53.74 - $59.94 $182,393 - $203,436
3,394 Added 28.27%
15,401 $862,000
Q2 2021

Jul 21, 2021
BUY
$55.43 - $63.15 $198,494 - $226,140
3,581 Added 42.5%
12,007 $690,000
Q1 2021

Apr 27, 2021
BUY
$47.5 - $55.65 $124,497 - $145,858
2,621 Added 45.15%
8,426 $465,000
Q4 2020

Feb 01, 2021
BUY
$37.24 - $48.09 $216,178 - $279,162
5,805 New
5,805 $279,000
Q1 2020

May 07, 2020
SELL
$22.82 - $39.99 $291,206 - $510,312
-12,761 Closed
0 $0
Q4 2019

Jan 15, 2020
BUY
$35.12 - $40.43 $448,166 - $515,927
12,761 New
12,761 $511,000

Others Institutions Holding FXZ

# of Institutions
128
Shares Held
3.08M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD FI

FXZ Quotes by TradingView
  • Ticker FXZ
  • Sector ETFs
  • Industry ETFs
More about FXZ
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email