Peterson Wealth Services First Tr ETF Fd Ii First Tr In Transaction History

Peterson Wealth Services

$331 Million
Q4 2024

A detailed history of Peterson Wealth Services transactions in First Tr ETF Fd Ii First Tr In stock. As of the latest transaction made, Peterson Wealth Services holds 9,034 shares of FTRI stock, worth $112,925. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,034

Previous 13,805 34.56%

Holding current value

$112,925

Previous $186,000 41.94%

% of portfolio

0.03%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$11.82 - $13.73 $56,393 - $65,505	-4,771 Reduced 34.56%	9,034 $108,000
Q3 2024 Nov 06, 2024	BUY	$12.63 - $13.72 $2,046 - $2,222	162 Added 1.19%	13,805 $186,000
Q2 2024 Jul 30, 2024	BUY	$12.9 - $14.09 $2,515 - $2,747	195 Added 1.45%	13,643 $176,000
Q1 2024 May 01, 2024	BUY	$11.98 - $13.27 $754 - $836	63 Added 0.47%	13,448 $178,000
Q4 2023 Jan 31, 2024	BUY	$12.02 - $13.23 $160,887 - $177,083	13,385 New	13,385 $174,000
Q2 2023 Jul 13, 2023	SELL	$11.83 - $13.68 $190,214 - $219,960	-16,079 Reduced 55.07%	13,120 $164,000
Q1 2023 Apr 06, 2023	BUY	$12.59 - $14.92 $126,516 - $149,931	10,049 Added 52.48%	29,199 $387,000
Q4 2022 Jan 20, 2023	BUY	$12.37 - $14.35 $236,885 - $274,802	19,150 New	19,150 $0

Others Institutions Holding FTRI

# of Institutions

Shares Held

6.75M

Call Options Held

Put Options Held

500

View Full List

About FIRST TR ETF FD II FIRST TR IN

Ticker FTRI
Sector ETFs
Industry ETFs

More about FTRI

Track This Portfolio

Portfolio Update

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

News

Stay updated on Peterson Wealth Services with notifications on news.

Account

Peterson Wealth Services First Tr ETF Fd Ii First Tr In Transaction History