Ae Wealth Management LLC First Tr Exchange Trded Fd Vi Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 18, 2022	SELL	$16.81 - $19.36 $209,805 - $241,632	-12,481 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$17.06 - $19.0 $212,925 - $237,139	12,481 New	12,481 $221,000

Others Institutions Holding FID

# of Institutions

57

Shares Held

3.28M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

715K
Shares

$12.1 Million
0.01% of portfolio
Wagner Wealth Management, LLC Greenville, SC

582K
Shares

$9.85 Million
3.6% of portfolio
Envestnet Asset Management Inc

226K
Shares

$3.83 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

211K
Shares

$3.57 Million
0.0% of portfolio
Hobart Private Capital, LLC Charlotte, NC

158K
Shares

$2.67 Million
0.71% of portfolio

About FIRST TR EXCHANGE-TRDED FD VI

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