Capital Directions Investment Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 15, 2019	SELL	$10.71 - $18.18 $65,384 - $110,988	-6,105 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$16.09 - $17.69 $98,229 - $107,997	6,105 New	6,105 $107,000
Q2 2018 Aug 14, 2018	SELL	$13.93 - $17.46 $90,614 - $113,577	-6,505 Closed	0 $0
Q2 2017 Aug 15, 2017	BUY	N/A	6,505	6,505 $87,000

Others Institutions Holding FXN

# of Institutions

131

Shares Held

21.7M

Call Options Held

Put Options Held

International Assets Investment Management, LLC Orlando, FL

5.86M
Shares

$91.4 Million
0.28% of portfolio
Morgan Stanley New York, NY

2.9M
Shares

$45.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

2.26M
Shares

$35.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.1M
Shares

$32.8 Million
0.01% of portfolio
Ubs Group Ag

993K
Shares

$15.5 Million
0.0% of portfolio

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About FIRST TR EXCHANGE TRADED FD FI

Ticker FXN
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