Executive Wealth Management, LLC First Tr Exchange Traded Fd Transaction History

Executive Wealth Management, LLC

$1.16 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 02, 2019	SELL	$36.73 - $42.21 $6,684 - $7,682	-182 Closed	0 $0
Q4 2018 Feb 19, 2019	BUY	$34.86 - $43.2 $6,344 - $7,862	182 New	182 $6,000

Others Institutions Holding FXD

# of Institutions

142

Shares Held

21.5M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

12M
Shares

$811 Million
0.75% of portfolio
Wells Fargo & Company San Francisco, CA

1.77M
Shares

$119 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.53M
Shares

$103 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

396K
Shares

$26.7 Million
0.03% of portfolio
O'Dell Group, LLC Cincinnati, OH

344K
Shares

$23.2 Million
5.14% of portfolio

About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
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