Calton & Associates, Inc. First Tr Exchange Trd Fd Healt Transaction History

Calton & Associates, Inc.

$542 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	$68.37 - $76.56 $6,837 - $7,656	-100 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$66.28 - $70.34 $6,628 - $7,034	100	100 $7,000

Others Institutions Holding FXH

# of Institutions

258

Shares Held

5.03M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.01M
Shares

$112 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

367K
Shares

$40.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

308K
Shares

$34.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

258K
Shares

$28.6 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

255K
Shares

$28.2 Million
0.01% of portfolio

About FIRST TR EXCHANGE TRD FD HEALT

Ticker FXH
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