Castle Rock Wealth Management, LLC First Trust Exchange Traded Fd Transaction History

Castle Rock Wealth Management, LLC

  • $409 Million
  • Q3 2025

A detailed history of Castle Rock Wealth Management, LLC transactions in First Trust Exchange Traded Fd stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 15,566 shares of FTHI stock, worth $367,046. This represents 0.09% of its overall portfolio holdings.

Number of Shares
15,566
Previous 15,566 -0.0%
Holding current value
$367,046
Previous $355,000 3.94%
% of portfolio
0.09%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$19.66 - $22.85 $78 - $91
-4 Reduced 0.03%
15,566 $355,000
Q1 2025

Apr 08, 2025
BUY
$21.62 - $23.74 $19,458 - $21,366
900 Added 6.13%
15,570 $339,000
Q4 2024

Mar 05, 2025
BUY
$22.89 - $24.02 $19,342 - $20,296
845 Added 6.11%
14,670 $341,000
Q3 2024

Oct 09, 2024
BUY
$21.47 - $23.16 $8,588 - $9,264
400 Added 2.98%
13,825 $318,000
Q2 2024

Jul 12, 2024
BUY
$21.75 - $22.62 $291,993 - $303,673
13,425 New
13,425 $301,000

Others Institutions Holding FTHI

# of Institutions
197
Shares Held
42.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST EXCHANGE TRADED FD

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

Track Castle Rock Wealth Management, LLC Portfolio

Follow Castle Rock 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 Castle Rock Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castle Rock Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email