Pfg Private Wealth Management, LLC First Tr Small Cap Core Alphad Transaction History

Pfg Private Wealth Management, LLC

$174 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 17, 2023	BUY	$74.92 - $82.95 $38,433 - $42,553	513 New	513 $42,000

Others Institutions Holding FYX

# of Institutions

175

Shares Held

7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

803K
Shares

$68.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

641K
Shares

$54.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

595K
Shares

$50.9 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

444K
Shares

$38 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

427K
Shares

$36.6 Million
0.0% of portfolio

About FIRST TR SMALL CAP CORE ALPHAD

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