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

Peterson Wealth Advisors, LLC

$482 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 20, 2020	SELL	$37.45 - $62.5 $291,660 - $486,750	-7,788 Closed	0 $0
Q1 2020 Apr 21, 2020	BUY	$35.38 - $65.81 $275,539 - $512,528	7,788 New	7,788 $320,000

Others Institutions Holding FYX

# of Institutions

174

Shares Held

7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

803K
Shares

$67.9 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

641K
Shares

$54.2 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

595K
Shares

$50.2 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

444K
Shares

$37.5 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

427K
Shares

$36.1 Million
0.0% of portfolio

About FIRST TR SMALL CAP CORE ALPHAD

Ticker FYX
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