Peterson Wealth Advisors, LLC First Tr Mid Cap Core Alphadex Transaction History

Peterson Wealth Advisors, LLC

$480 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 20, 2020	SELL	$44.13 - $69.51 $396,728 - $624,894	-8,990 Closed	0 $0
Q1 2020 Apr 21, 2020	BUY	$41.56 - $74.15 $373,624 - $666,608	8,990 New	8,990 $434,000

Others Institutions Holding FNX

# of Institutions

191

Shares Held

7.02M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.14M
Shares

$133 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

903K
Shares

$106 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

749K
Shares

$87.6 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

290K
Shares

$33.9 Million
0.05% of portfolio
Royal Bank Of Canada Toronto, A6

229K
Shares

$26.8 Million
0.01% of portfolio

About FIRST TR MID CAP CORE ALPHADEX

Ticker FNX
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Peterson Wealth Advisors, LLC with notifications on news.