Arete Wealth Advisors, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Arete Wealth Advisors, LLC

  • $1.6 Billion
  • Q3 2025
Number of Shares
28,850
Previous 30,850 6.48%
Holding current value
$1.17 Million
Previous $1.2 Million 2.74%
% of portfolio
0.07%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
N/A
-2,000 Reduced 6.48%
28,850 $1.17 Million
Q2 2025

Aug 14, 2025
SELL
N/A
-1,500 Reduced 4.64%
30,850 $1.2 Million
Q1 2025

May 15, 2025
BUY
N/A
400 Added 1.25%
32,350 $1.19 Million
Q4 2024

Feb 12, 2025
SELL
N/A
-3,400 Reduced 9.62%
31,950 $1.19 Million
Q2 2024

Aug 13, 2024
SELL
N/A
-1,425 Reduced 3.87%
35,350 $1.25 Million
Q4 2023

Feb 14, 2024
BUY
N/A
36,775 New
36,775 $0
Q1 2023

May 01, 2023
BUY
N/A
36,775 New
36,775 $0
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