Kozak & Associates, Inc. First Tr Small Cap Core Alphad Transaction History

Kozak & Associates, Inc.

  • $524 Million
  • Q3 2025

A detailed history of Kozak & Associates, Inc. transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Kozak & Associates, Inc. holds 111 shares of FYX stock, worth $11,945. This represents 0.0% of its overall portfolio holdings.

Number of Shares
111
Previous 110 0.91%
Holding current value
$11,945
Previous $10,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025
BUY
$96.35 - $111.0 $96 - $111
1 Added 0.91%
111 $12,000
Q3 2024

Oct 17, 2024
BUY
$89.32 - $100.62 $89 - $100
1 Added 0.92%
110 $10,000
Q1 2024

May 17, 2024
BUY
$85.84 - $93.24 $85 - $93
1 Added 0.93%
109 $10,000
Q2 2023

Jul 05, 2023
BUY
$74.92 - $82.95 $74 - $82
1 Added 0.93%
108 $8,000
Q3 2022

Oct 12, 2022
BUY
$72.71 - $89.32 $72 - $89
1 Added 0.94%
107 $8,000
Q3 2021

Nov 16, 2021
BUY
$86.58 - $94.0 $9,177 - $9,964
106 New
106 $11,000

Others Institutions Holding FYX

# of Institutions
172
Shares Held
6.03M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR SMALL CAP CORE ALPHAD

FYX Quotes by TradingView
  • Ticker FYX
  • Sector ETFs
  • Industry ETFs
More about FYX
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