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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-105,139	Closed	-$2.69M	–	167
2023 Q3	$2.69M	Buy	+105,139	New	+$2.49M	0.15%	95

Other funds holding AVTA

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

First Trust Capital Management's AVTA Position: Q4 2023 in Review

First Trust Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 105,139 shares — an estimated $2.69M sold.

First Trust Capital Management first reported a position in AVTA in Q3 2023 and held it in 1 quarter. The position peaked at $2.69M in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

First Trust Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
First Trust Capital Management sold 105,139 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $2.69M.
First Trust Capital Management first reported a position in Avantax, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
First Trust Capital Management's Avantax, Inc. Common Stock position peaked at $2.69M in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on First Trust Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.