Goal Vest Advisory LLC First Trust Exchange Traded Fd Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

A detailed history of Goal Vest Advisory LLC transactions in First Trust Exchange Traded Fd stock. As of the latest transaction made, Goal Vest Advisory LLC holds 2,300 shares of FTHI stock, worth $53,981. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,300

Holding current value

$53,981

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 06, 2024	BUY	$21.47 - $23.16 $49,381 - $53,268	2,300 New	2,300 $52,000

Others Institutions Holding FTHI

# of Institutions

130

Shares Held

19.9M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

4.75M
Shares

$112 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

2.9M
Shares

$68 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.73M
Shares

$40.7 Million
0.05% of portfolio
Legacy Cg, LLC Plano, TX

671K
Shares

$15.8 Million
6.63% of portfolio
Stifel Financial Corp St. Louis, MO

645K
Shares

$15.1 Million
0.02% of portfolio

View Full List

About FIRST TRUST EXCHANGE TRADED FD

Ticker FTHI
Sector ETFs
Industry ETFs

More about FTHI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.

Account

Goal Vest Advisory LLC First Trust Exchange Traded Fd Transaction History