A detailed history of Focus Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Focus Wealth Advisors, LLC holds 57,865 shares of FXZ stock, worth $3.82 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares
57,865
Previous 58,160 0.51%
Holding current value
$3.82 Million
Previous $3.77 Million 2.92%
% of portfolio
2.12%
Previous 2.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$61.2 - $67.95 $18,054 - $20,045
-295 Reduced 0.51%
57,865 $3.88 Million
Q2 2024

Jul 22, 2024

BUY
$64.71 - $72.04 $345,292 - $384,405
5,336 Added 10.1%
58,160 $3.77 Million
Q1 2024

Apr 11, 2024

BUY
$63.57 - $71.34 $516,696 - $579,851
8,128 Added 18.19%
52,824 $3.77 Million
Q4 2023

Jan 11, 2024

BUY
$58.78 - $70.0 $341,276 - $406,420
5,806 Added 14.93%
44,696 $3.08 Million
Q3 2023

Oct 19, 2023

SELL
$61.87 - $68.17 $2,660 - $2,931
-43 Reduced 0.11%
38,890 $2.45 Million
Q2 2023

Jul 14, 2023

SELL
$57.64 - $65.59 $168,135 - $191,326
-2,917 Reduced 6.97%
38,933 $2.5 Million
Q1 2023

Apr 10, 2023

SELL
$60.62 - $71.94 $20,247 - $24,027
-334 Reduced 0.79%
41,850 $2.73 Million
Q4 2022

Jan 23, 2023

SELL
$53.53 - $65.39 $3,907 - $4,773
-73 Reduced 0.17%
42,184 $0
Q3 2022

Oct 13, 2022

BUY
$50.77 - $65.56 $3,300 - $4,261
65 Added 0.15%
42,257 $2.19 Million
Q2 2022

Jul 11, 2022

BUY
$56.05 - $74.6 $2.36 Million - $3.15 Million
42,192 New
42,192 $2.39 Million

Others Institutions Holding FXZ

About FIRST TR EXCHANGE TRADED FD FI


  • Ticker FXZ
  • Sector ETFs
  • Industry ETFs
More about FXZ
Track This Portfolio

Track Focus Wealth Advisors, LLC Portfolio

Follow Focus Wealth Advisors, 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 Focus Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Focus Wealth Advisors, LLC with notifications on news.