Gradient Investments LLC First Trust Nyse Arca Biotechn Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$141.52 - $156.4 $1,839 - $2,033	13 New	13 $2,000
Q4 2023 Jan 18, 2024	SELL	$132.5 - $158.45 $13,250 - $15,844	-100 Reduced 40.0%	150 $23,000
Q2 2023 Jul 11, 2023	SELL	$151.19 - $159.79 $14,211 - $15,020	-94 Reduced 27.33%	250 $38,000
Q3 2022 Oct 14, 2022	SELL	$128.6 - $149.75 $64,300 - $74,875	-500 Reduced 59.24%	344 $45,000
Q3 2021 Oct 18, 2021	SELL	$164.82 - $176.04 $4,614 - $4,929	-28 Reduced 3.21%	844 $140,000
Q2 2020 Jul 10, 2020	BUY	$127.11 - $171.8 $88,214 - $119,229	694 Added 389.89%	872 $146,000
Q4 2019 Jan 15, 2020	BUY	$120.34 - $154.01 $3,369 - $4,312	28 Added 18.67%	178 $26,000
Q4 2017 Feb 07, 2018	BUY	N/A	150	150 $19,000

Others Institutions Holding FBT

# of Institutions

269

Shares Held

3.61M

Call Options Held

25.5K

Put Options Held

0

Morgan Stanley New York, NY

431K
Shares

$69.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

205K
Shares

$33.1 Million
0.0% of portfolio
Ubs Group Ag

199K
Shares

$32.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

190K
Shares

$30.7 Million
0.01% of portfolio
International Assets Investment Management, LLC Orlando, FL

186K
Shares

$30 Million
0.0% of portfolio

About FIRST TRUST NYSE ARCA BIOTECHN

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