Potentia Wealth First Tr Large Cap Core Alphde Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Potentia Wealth holds 16,076 shares of FEX stock, worth $1.74 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

16,076

Holding current value

$1.74 Million

% of portfolio

0.75%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$103.29 - $112.88 $1.66 Million - $1.81 Million	16,076 New	16,076 $1.68 Billion

Others Institutions Holding FEX

# of Institutions

221

Shares Held

7.54M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.03M
Shares

$111 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

957K
Shares

$103 Million
0.04% of portfolio
Janney Montgomery Scott LLC

509K
Shares

$55 Million
0.15% of portfolio
Wells Fargo & Company San Francisco, CA

469K
Shares

$50.7 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

288K
Shares

$31.1 Million
0.01% of portfolio

View Full List

About FIRST TR LARGE CAP CORE ALPHDE

Ticker FEX
Sector ETFs
Industry ETFs

More about FEX

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