Dynamic Advisor Solutions LLC First Tr Exchange Trd Fd Healt Transaction History

Dynamic Advisor Solutions LLC

$3.33 Billion
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 04, 2020	SELL	$71.67 - $84.96 $234,934 - $278,498	-3,278 Closed	0 $0
Q3 2019 Nov 13, 2019	SELL	$73.38 - $78.6 $5,870 - $6,288	-80 Reduced 2.38%	3,278 $243,000
Q1 2019 Apr 10, 2019	SELL	$66.04 - $77.94 $17,038 - $20,108	-258 Reduced 7.13%	3,358 $257,000
Q3 2018 Nov 14, 2018	SELL	$74.61 - $84.88 $1,193 - $1,358	-16 Reduced 0.44%	3,616 $307,000
Q2 2018 Aug 07, 2018	SELL	$67.48 - $77.3 $4,791 - $5,488	-71 Reduced 1.92%	3,632 $270,000
Q1 2018 May 01, 2018	SELL	$68.37 - $76.56 $44,235 - $49,534	-647 Reduced 14.87%	3,703 $257,000
Q4 2017 Feb 09, 2018	SELL	$66.28 - $70.34 $200,828 - $213,130	-3,030 Reduced 41.06%	4,350 $304,000
Q3 2017 Oct 16, 2017	BUY	$66.5 - $67.42 $490,770 - $497,559	7,380	7,380 $498,000

Others Institutions Holding FXH

# of Institutions

257

Shares Held

5.02M

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

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