Girard Partners Ltd. First Tr Exchange Traded Fd Transaction History

Girard Partners Ltd.

$1.06 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 11, 2019	SELL	$34.86 - $43.2 $22,659 - $28,080	-650 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	$41.93 - $43.99 $27,254 - $28,593	650 New	650 $28,000

Others Institutions Holding FXD

# of Institutions

141

Shares Held

21.5M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

12M
Shares

$802 Million
0.75% of portfolio
Wells Fargo & Company San Francisco, CA

1.77M
Shares

$118 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.53M
Shares

$102 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

396K
Shares

$26.4 Million
0.03% of portfolio
O'Dell Group, LLC Cincinnati, OH

344K
Shares

$22.9 Million
5.14% of portfolio

About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Girard Partners Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Girard Partners Ltd. with notifications on news.