Maxwell Wealth Strategies Inc. First Tr Exchange Traded Fd Transaction History

Maxwell Wealth Strategies Inc.

$235 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$46.79 - $59.42 $169,941 - $215,813	3,632 New	3,632 $214 Million

Others Institutions Holding FXD

# of Institutions

141

Shares Held

21.5M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

12M
Shares

$802 Million
0.75% of portfolio
Wells Fargo & Company San Francisco, CA

1.77M
Shares

$118 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.53M
Shares

$102 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

396K
Shares

$26.4 Million
0.03% of portfolio
O'Dell Group, LLC Cincinnati, OH

344K
Shares

$22.9 Million
5.14% of portfolio

About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
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