FTCM
AVTA

First Trust Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

First Trust Capital Management’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-105,139
Closed -$2.69M – 167
2023
Q3 		$2.69M Buy
+105,139
New +$2.69M 0.15% 95