Capital Analysts, LLC FIRST TR EXCH TRADED FD III Transaction History

Capital Analysts, LLC

  • $3.43 Billion
  • Q3 2025
Number of Shares
22,615
Previous 14,334 57.77%
Holding current value
$489,000
Previous $294,000 66.33%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
N/A
8,281 Added 57.77%
22,615 $489,000
Q2 2025

Aug 13, 2025
BUY
N/A
85 Added 0.6%
14,334 $294,000
Q1 2025

May 14, 2025
BUY
N/A
2,119 Added 17.47%
14,249 $285,000
Q4 2024

Feb 14, 2025
BUY
N/A
12,130 New
12,130 $261,000
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