A detailed history of Potentia Wealth transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Potentia Wealth holds 7,565 shares of FYX stock, worth $814,145. This represents 0.31% of its overall portfolio holdings.

Number of Shares
7,565
Previous 8,344 9.34%
Holding current value
$814,145
Previous $812 Million 1.57%
% of portfolio
0.31%
Previous 0.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$96.35 - $111.0 $75,056 - $86,469
-779 Reduced 9.34%
7,565 $824 Million
Q2 2025

Aug 14, 2025

SELL
$79.22 - $97.28 $157,727 - $193,684
-1,991 Reduced 19.26%
8,344 $812 Million
Q1 2025

May 09, 2025

SELL
$89.26 - $104.61 $67,659 - $79,294
-758 Reduced 6.83%
10,335 $931 Million
Q4 2024

Feb 11, 2025

BUY
$96.51 - $110.53 $1.07 Million - $1.23 Million
11,093 New
11,093 $1.12 Billion

Others Institutions Holding FYX

About FIRST TR SMALL CAP CORE ALPHAD


  • Ticker FYX
  • Sector ETFs
  • Industry ETFs
More about FYX
Track This Portfolio

Track Potentia Wealth Portfolio

Follow Potentia Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Potentia Wealth with notifications on news.