Pcg Wealth Advisors, LLC First Tr Small Cap Core Alphad Transaction History

Pcg Wealth Advisors, LLC

  • $310 Million
  • Q3 2025

A detailed history of Pcg Wealth Advisors, LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 2,332 shares of FYX stock, worth $250,969. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,332
Previous 2,332 -0.0%
Holding current value
$250,969
Previous $226,000 12.39%
% of portfolio
0.08%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$79.22 - $97.28 $3,564 - $4,377
45 Added 1.97%
2,332 $226,000
Q1 2025

May 05, 2025
BUY
$89.26 - $104.61 $204,137 - $239,243
2,287 New
2,287 $206,000
Q3 2022

Oct 12, 2022
BUY
$72.71 - $89.32 $325,159 - $399,439
4,472 New
4,472 $326,000
Q2 2022

Jul 13, 2022
SELL
$74.54 - $92.21 $168,311 - $208,210
-2,258 Closed
0 $0
Q1 2022

Apr 22, 2022
SELL
$86.79 - $98.63 $9,546 - $10,849
-110 Reduced 4.65%
2,258 $207,000
Q4 2021

Feb 10, 2022
BUY
$91.64 - $101.0 $217,003 - $239,168
2,368 New
2,368 $230,000

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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