Capital Analysts, LLC First Tr Exchange Traded Fd Transaction History

Capital Analysts, LLC

$2.49 Billion
Q4 2024

A detailed history of Capital Analysts, LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Capital Analysts, LLC holds 12 shares of FXD stock, worth $771. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 12 -0.0%

Holding current value

$771

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	BUY	$51.73 - $62.62 $620 - $751	12 New	12 $1,000

Others Institutions Holding FXD

# of Institutions

148

Shares Held

22.4M

Call Options Held

Put Options Held

First Trust Advisors LP Wheaton, IL

12.5M
Shares

$804 Million
0.75% of portfolio
Wells Fargo & Company San Francisco, CA

1.77M
Shares

$114 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.53M
Shares

$98.6 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

628K
Shares

$40.3 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

396K
Shares

$25.5 Million
0.03% of portfolio

View Full List

About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
Sector ETFs
Industry ETFs

More about FXD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.

Account

Capital Analysts, LLC First Tr Exchange Traded Fd Transaction History