Global Wealth Management Investment Advisory, Inc. First Tr Exchange Traded Fd Transaction History

Global Wealth Management Investment Advisory, Inc.

$578 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 14, 2020	SELL	$40.53 - $45.6 $29,667 - $33,379	-732 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$39.84 - $44.14 $29,162 - $32,310	732 New	732 $31,000

Others Institutions Holding FXD

# of Institutions

126

Shares Held

3.76M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

529K
Shares

$34.5 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

496K
Shares

$32.3 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

396K
Shares

$25.8 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

256K
Shares

$16.7 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

245K
Shares

$15.9 Million
0.01% of portfolio

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Ticker FXD
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