Aptus Capital Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History

Aptus Capital Advisors, LLC

$8.9 Billion
Q4 2024

A detailed history of Aptus Capital Advisors, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 684 shares of FXZ stock, worth $38,864. This represents 0.0% of its overall portfolio holdings.

Number of Shares

684

Holding current value

$38,864

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$56.18 - $67.64 $38,427 - $46,265	684 New	684 $38,000

Others Institutions Holding FXZ

# of Institutions

129

Shares Held

3.08M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

477K
Shares

$27.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

248K
Shares

$14.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

221K
Shares

$12.6 Million
0.0% of portfolio
Morgan Stanley New York, NY

190K
Shares

$10.8 Million
0.0% of portfolio
Cornerstone Planning Group LLC Fairfield, NJ

155K
Shares

$8.79 Million
2.28% of portfolio

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About FIRST TR EXCHANGE TRADED FD FI

Ticker FXZ
Sector ETFs
Industry ETFs

More about FXZ

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Aptus Capital Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History