Keystone Financial Group First Tr Small Cap Core Alphad Transaction History

Keystone Financial Group

$1.21 Billion
Q3 2025

A detailed history of Keystone Financial Group transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Keystone Financial Group holds 14,889 shares of FYX stock, worth $1.6 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

14,889

Previous 13,461 10.61%

Holding current value

$1.6 Million

Previous $1.47 Million 10.64%

% of portfolio

0.13%

Previous 0.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	BUY	$96.35 - $111.0 $137,587 - $158,508	1,428 Added 10.61%	14,889 $1.62 Million
Q2 2025 Aug 13, 2025	SELL	$79.22 - $97.28 $41,511 - $50,974	-524 Reduced 3.75%	13,461 $1.31 Million
Q1 2025 May 13, 2025	BUY	$89.26 - $104.61 $28,563 - $33,475	320 Added 2.34%	13,985 $1.26 Million
Q4 2024 Feb 13, 2025	BUY	$96.51 - $110.53 $1.32 Million - $1.51 Million	13,665 New	13,665 $1.38 Million
Q3 2024 Feb 19, 2025	SELL	$89.32 - $100.62 $29,564 - $33,305	-331 Reduced 2.42%	13,334 $1.33 Million

Q3 2024 Feb 18, 2025	SELL	$89.32 - $100.62 $1.02 Million - $1.15 Million	-11,403 Reduced 83.45%	2,262 $225,000
Q1 2024 May 08, 2024	BUY	$85.84 - $93.24 $77,856 - $84,568	907 Added 27.28%	4,232 $394,000
Q4 2023 Feb 09, 2024	BUY	$74.82 - $93.04 $55,740 - $69,314	745 Added 28.88%	3,325 $304,000
Q3 2023 Nov 06, 2023	SELL	$79.2 - $88.72 $24,393 - $27,325	-308 Reduced 10.66%	2,580 $208,000
Q2 2023 Aug 07, 2023	SELL	$74.92 - $82.95 $16,257 - $18,000	-217 Reduced 6.99%	2,888 $237,000
Q4 2022 Feb 07, 2023	SELL	$74.24 - $84.67 $77,580 - $88,480	-1,045 Reduced 25.18%	3,105 $243,000
Q2 2022 Aug 05, 2022	BUY	$74.54 - $92.21 $1,490 - $1,844	20 Added 0.48%	4,150 $318,000
Q1 2022 May 13, 2022	SELL	$86.79 - $98.63 $13,452 - $15,287	-155 Reduced 3.62%	4,130 $378,000
Q4 2021 Feb 11, 2022	BUY	$91.64 - $101.0 $392,677 - $432,785	4,285 New	4,285 $416,000

Others Institutions Holding FYX

# of Institutions

172

Shares Held

6.03M

Call Options Held

Put Options Held

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About FIRST TR SMALL CAP CORE ALPHAD

Ticker FYX
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Keystone Financial Group First Tr Small Cap Core Alphad Transaction History