Summit Financial Wealth Advisors, LLC First Tr Large Cap Core Alphde Transaction History

Summit Financial Wealth Advisors, LLC

  • $490 Million
  • Q4 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 09, 2020
BUY
$59.34 - $66.63 $187,514 - $210,550
3,160 New
3,160 $202,000
Q1 2020

Apr 29, 2020
SELL
$40.79 - $67.43 $128,896 - $213,078
-3,160 Closed
0 $0
Q4 2019

Jan 28, 2020
BUY
$58.58 - $65.36 $185,112 - $206,537
3,160 New
3,160 $204,000
Q3 2019

Nov 05, 2019
SELL
$58.19 - $62.91 $192,608 - $208,232
-3,310 Closed
0 $0
Q2 2019

Jul 16, 2019
BUY
$57.03 - $61.75 $188,769 - $204,392
3,310 New
3,310 $203,000
Q1 2019

May 01, 2019
SELL
$51.09 - $59.72 $209,979 - $245,449
-4,110 Closed
0 $0
Q3 2018

Oct 22, 2018
SELL
$59.23 - $63.04 $14,925 - $15,886
-252 Reduced 5.78%
4,110 $239,000
Q1 2018

Apr 09, 2018
BUY
$56.53 - $62.78 $246,583 - $273,846
4,362 New
4,362 $255,000
Q1 2018

Apr 06, 2018
SELL
$56.53 - $62.78 $246,583 - $273,846
-4,362 Closed
0 $0
Q3 2017

Nov 06, 2017
SELL
$54.3 - $54.9 $2.21 Million - $2.24 Million
-40,737 Reduced 90.33%
4,362 $239,000
Q2 2017

Aug 14, 2017
BUY
N/A
45,099
45,099 $2.4 Million

Others Institutions Holding FEX

# of Institutions
233
Shares Held
7.98M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP CORE ALPHDE

FEX Quotes by TradingView
  • Ticker FEX
  • Sector ETFs
  • Industry ETFs
More about FEX
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