Iams Wealth Management, LLC First Trust Europe Alphadex Fu Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in First Trust Europe Alphadex Fu stock. As of the latest transaction made, Iams Wealth Management, LLC holds 16,833 shares of FEP stock, worth $700,421. This represents 0.28% of its overall portfolio holdings.

Number of Shares

16,833

Previous 16,367 2.85%

Holding current value

$700,421

Previous $637 Million 5.41%

% of portfolio

0.28%

Previous 0.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$35.46 - $38.46 $16,524 - $17,922	466 Added 2.85%	16,833 $603 Million
Q3 2024 Oct 11, 2024	BUY	$35.46 - $39.44 $86,522 - $96,233	2,440 Added 17.52%	16,367 $637 Million
Q2 2024 Aug 05, 2024	SELL	$36.17 - $39.86 $190,615 - $210,062	-5,270 Reduced 27.45%	13,927 $513 Million
Q1 2024 Apr 18, 2024	BUY	$34.69 - $37.81 $3,087 - $3,365	89 Added 0.47%	19,197 $696 Million
Q4 2023 Feb 07, 2024	SELL	$30.88 - $36.59 $17,416 - $20,636	-564 Reduced 2.87%	19,108 $694 Million
Q3 2023 Nov 14, 2023	BUY	$32.67 - $36.08 $642,684 - $709,765	19,672 New	19,672 $649 Million
Q1 2023 Oct 30, 2023	BUY	$32.58 - $36.37 $5,147 - $5,746	158 Added 0.81%	19,676 $684 Million
Q4 2022 Oct 27, 2023	BUY	$26.26 - $32.87 $512,542 - $641,556	19,518 New	19,518 $628 Million

Others Institutions Holding FEP

# of Institutions

108

Shares Held

3.31M

Call Options Held

Put Options Held

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About FIRST TRUST EUROPE ALPHADEX FU

Ticker FEP
Sector ETFs
Industry ETFs

More about FEP

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Iams Wealth Management, LLC First Trust Europe Alphadex Fu Transaction History