Able Wealth Management LLC First Tr Exchange Traded Fd Transaction History

Able Wealth Management LLC

$152 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 20, 2024	BUY	$46.79 - $59.42 $5,146 - $6,536	110 New	110 $6.5 Million

Others Institutions Holding FXD

# of Institutions

149

Shares Held

22.5M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

12.5M
Shares

$838 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

$103 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

628K
Shares

$42.1 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

396K
Shares

$26.6 Million
0.03% of portfolio

About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
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