Creative Planning First Tr Exchange Traded Fd Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Creative Planning holds 3,227 shares of FXD stock, worth $211,078. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,227

Holding current value

$211,078

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	BUY	$56.55 - $63.72 $182,486 - $205,624	3,227 New	3,227 $204,000

Others Institutions Holding FXD

# of Institutions

141

Shares Held

21.5M

Call Options Held

Put Options Held

First Trust Advisors LP Wheaton, IL

12M
Shares

$787 Million
0.75% of portfolio
Wells Fargo & Company San Francisco, CA

1.77M
Shares

$116 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.53M
Shares

$99.8 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

396K
Shares

$25.9 Million
0.03% of portfolio
O'Dell Group, LLC Cincinnati, OH

344K
Shares

$22.5 Million
5.14% of portfolio

View Full List

About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
Sector ETFs
Industry ETFs

More about FXD

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