Elser Financial Planning, Inc First Tr Exchange Traded Fd Transaction History

Elser Financial Planning, Inc

$68.9 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	BUY	$58.3 - $64.09 $466,400 - $512,720	8,000 New	8,000 $479 Million

Others Institutions Holding FXD

# of Institutions

134

Shares Held

21.7M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

12.2M
Shares

$791 Million
0.77% of portfolio
Wells Fargo & Company San Francisco, CA

1.78M
Shares

$116 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.66M
Shares

$108 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

396K
Shares

$25.8 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

355K
Shares

$23.1 Million
0.0% of portfolio

About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
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