Sweet Financial Partners, LLC First Tr Small Cap Core Alphad Transaction History

Sweet Financial Partners, LLC

  • $447 Million
  • Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 42,620 shares of FYX stock, worth $4.18 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
42,620
Previous 39,050 9.14%
Holding current value
$4.18 Million
Previous $3.53 Million 20.07%
% of portfolio
0.95%
Previous 0.83%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$89.32 - $100.62 $318,872 - $359,213
3,570 Added 9.14%
42,620 $4.24 Million
Q1 2024

Apr 23, 2024
BUY
$85.84 - $93.24 $447,655 - $486,246
5,215 Added 15.41%
39,050 $3.64 Million
Q4 2023

Jan 12, 2024
BUY
$74.82 - $93.04 $748,948 - $931,330
10,010 Added 42.01%
33,835 $3.1 Million
Q3 2023

Oct 23, 2023
BUY
$79.2 - $88.72 $286,308 - $320,722
3,615 Added 17.89%
23,825 $1.92 Million
Q2 2023

Jul 24, 2023
BUY
$74.92 - $82.95 $1.51 Million - $1.68 Million
20,210 New
20,210 $1.66 Million

Others Institutions Holding FYX

# of Institutions
149
Shares Held
6.14M
Call Options Held
2.3K
Put Options Held
0
View Full List

About FIRST TR SMALL CAP CORE ALPHAD

FYX Quotes by TradingView
  • Ticker FYX
  • Sector ETFs
  • Industry ETFs
More about FYX
Track This Portfolio

Track Sweet Financial Partners, LLC Portfolio

Follow Sweet Financial Partners, LLC 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 Sweet Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sweet Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email