Clearwater Capital Advisors, LLC First Tr Exchange Traded First Transaction History

Clearwater Capital Advisors, LLC

$973 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 16, 2018	SELL	$44.57 - $47.93 $33,070 - $35,564	-742 Closed	0 $0
Q1 2018 May 14, 2018	BUY	$45.46 - $51.44 $33,731 - $38,168	742 New	742 $35,000

Others Institutions Holding FXG

# of Institutions

128

Shares Held

3.96M

Call Options Held

0

Put Options Held

0

Harel Insurance Investments & Financial Services Ltd.

906K
Shares

$62.4 Million
1.07% of portfolio
Morgan Stanley New York, NY

453K
Shares

$31.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

359K
Shares

$24.8 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

205K
Shares

$14.1 Million
0.0% of portfolio
Iht Wealth Management, LLC Chicago, IL

159K
Shares

$11 Million
0.32% of portfolio

About FIRST TR EXCHANGE TRADED FIRST

Ticker FXG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Clearwater Capital Advisors, LLC with notifications on news.