Fsb Premier Wealth Management, Inc. First Tr Exchange Trd Fd Healt Transaction History

Fsb Premier Wealth Management, Inc.

$259 Million
Q2 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	SELL	$103.53 - $112.72 $55,699 - $60,643	-538 Reduced 15.09%	3,027 $315,000
Q3 2024 Nov 14, 2024	BUY	$103.09 - $113.83 $60,410 - $66,704	586 Added 19.67%	3,565 $398,000
Q2 2024 Aug 02, 2024	SELL	$101.59 - $108.72 $104,434 - $111,764	-1,028 Reduced 25.66%	2,979 $311,000
Q1 2024 May 10, 2024	BUY	$102.38 - $109.59 $71,154 - $76,165	695 Added 20.98%	4,007 $439,000
Q4 2023 Feb 08, 2024	SELL	$90.04 - $103.89 $15,216 - $17,557	-169 Reduced 4.85%	3,312 $342,000
Q3 2023 Nov 14, 2023	BUY	$97.16 - $108.54 $6,801 - $7,597	70 Added 2.05%	3,481 $338,000
Q2 2023 Aug 11, 2023	BUY	$101.96 - $110.94 $76,877 - $83,648	754 Added 28.38%	3,411 $369,000
Q1 2023 May 04, 2023	SELL	$102.85 - $114.21 $34,351 - $38,146	-334 Reduced 11.17%	2,657 $285,000
Q4 2022 Feb 06, 2023	BUY	$97.22 - $110.84 $1,361 - $1,551	14 Added 0.47%	2,991 $325,000
Q3 2022 Nov 23, 2022	BUY	$96.46 - $111.41 $287,161 - $331,667	2,977 New	2,977 $289,000
Q1 2022 Apr 14, 2022	SELL	$106.27 - $122.54 $73,963 - $85,287	-696 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$115.32 - $124.74 $80,262 - $86,819	696 New	696 $86,000

Others Institutions Holding FXH

# of Institutions

259

Shares Held

5.03M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.01M
Shares

$110 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

367K
Shares

$40.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

308K
Shares

$33.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

258K
Shares

$28.2 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

255K
Shares

$27.8 Million
0.01% of portfolio

About FIRST TR EXCHANGE TRD FD HEALT

Ticker FXH
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