Iams Wealth Management, LLC First Tr ETF Vi Nasdaq Bk ETF Transaction History

Iams Wealth Management, LLC

$249 Billion
Q3 2025

A detailed history of Iams Wealth Management, LLC transactions in First Tr ETF Vi Nasdaq Bk ETF stock. As of the latest transaction made, Iams Wealth Management, LLC holds 35,073 shares of FTXO stock, worth $1.22 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

35,073

Previous 35,836 2.13%

Holding current value

$1.22 Million

Previous $1.18 Billion 5.51%

% of portfolio

0.5%

Previous 0.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$32.7 - $36.57 $24,950 - $27,902	-763 Reduced 2.13%	35,073 $1.25 Billion
Q2 2025 Jul 14, 2025	SELL	$25.92 - $33.03 $36,469 - $46,473	-1,407 Reduced 3.78%	35,836 $1.18 Billion
Q1 2025 Apr 10, 2025	BUY	$29.02 - $34.76 $1.08 Million - $1.29 Million	37,243 New	37,243 $1.13 Billion
Q4 2023 Feb 07, 2024	BUY	$19.02 - $25.79 $3,081 - $4,177	162 Added 0.55%	29,716 $751 Million
Q3 2023 Nov 14, 2023	BUY	$20.36 - $23.79 $601,719 - $703,089	29,554 New	29,554 $611 Million

Q1 2023 Oct 30, 2023	SELL	$20.22 - $29.5 $224,280 - $327,214	-11,092 Reduced 30.55%	25,214 $531 Million
Q4 2022 Oct 27, 2023	BUY	$25.59 - $29.26 $929,070 - $1.06 Million	36,306 New	36,306 $950 Million

Others Institutions Holding FTXO

# of Institutions

103

Shares Held

4.94M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI NASDAQ BK ETF

Ticker FTXO
Sector ETFs
Industry ETFs

More about FTXO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Account

Iams Wealth Management, LLC First Tr ETF Vi Nasdaq Bk ETF Transaction History