Bank Of Montreal First Tr Exchange Traded Fd Transaction History

Bank Of Montreal

$214 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$56.49 - $64.54 $2,372 - $2,710	42 New	42 $2,000
Q3 2023 Nov 01, 2023	BUY	$49.94 - $58.14 $180,333 - $209,943	3,611 New	3,611 $184,000
Q4 2022 Feb 01, 2023	BUY	$44.2 - $51.87 $2,254 - $2,645	51 New	51 $2,000

Others Institutions Holding FXD

# of Institutions

142

Shares Held

21.5M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

12M
Shares

$811 Million
0.75% of portfolio
Wells Fargo & Company San Francisco, CA

1.77M
Shares

$119 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.53M
Shares

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

396K
Shares

$26.7 Million
0.03% of portfolio
O'Dell Group, LLC Cincinnati, OH

344K
Shares

$23.2 Million
5.14% of portfolio

About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
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