A detailed history of Geneos Wealth Management Inc. transactions in First Tr ETF Viii Low Duration stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,940 shares of LDSF stock, worth $93,217. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,940
Previous 4,940 -0.0%
Holding current value
$93,217
Previous $92,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

SELL
$18.34 - $19.09 $77,486 - $80,655
-4,225 Reduced 46.1%
4,940 $90,000
Q4 2021

Feb 09, 2022

SELL
$19.92 - $20.21 $39,840 - $40,420
-2,000 Reduced 17.91%
9,165 $183,000
Q2 2021

Jul 08, 2021

SELL
$20.23 - $20.35 $5.64 Million - $5.67 Million
-278,860 Reduced 96.15%
11,165 $226,000
Q1 2021

Jun 17, 2021

BUY
$20.2 - $20.53 $1.75 Million - $1.78 Million
86,471 Added 42.48%
290,025 $5.87 Million
Q4 2020

May 19, 2021

BUY
$20.3 - $20.56 $3.52 Million - $3.56 Million
173,214 Added 570.91%
203,554 $398,000
Q3 2020

Sep 07, 2021

BUY
$20.29 - $20.51 $18,261 - $18,459
900 Added 3.06%
30,340 $617,000
Q2 2020

Sep 07, 2021

BUY
$19.67 - $20.36 $72,779 - $75,332
3,700 Added 14.37%
29,440 $597,000
Q1 2020

Sep 07, 2021

BUY
$18.91 - $20.67 $18,910 - $20,670
1,000 Added 4.04%
25,740 $505,000
Q4 2019

Sep 07, 2021

BUY
$20.44 - $20.6 $166,075 - $167,375
8,125 Added 48.9%
24,740 $508,000
Q3 2019

Sep 07, 2021

BUY
$20.51 - $20.59 $57,940 - $58,166
2,825 Added 20.49%
16,615 $341,000
Q2 2019

Sep 07, 2021

BUY
N/A
475 Added 3.57%
13,790 $281,000
Q1 2019

Sep 07, 2021

BUY
N/A
13,315 New
13,315 $270,000

Others Institutions Holding LDSF

About FIRST TR ETF VIII LOW DURATION


  • Ticker LDSF
  • Sector ETFs
  • Industry ETFs
More about LDSF
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