Harvest Investment Services, LLC First Tr Exchange Traded Fd Transaction History

Harvest Investment Services, LLC

$299 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 01, 2021	SELL	$42.4 - $51.13 $261,608 - $315,472	-6,170 Closed	0 $0
Q3 2020 Oct 29, 2020	BUY	$37.31 - $44.6 $230,202 - $275,182	6,170 New	6,170 $262,000

Others Institutions Holding FXD

# of Institutions

142

Shares Held

21.5M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

12M
Shares

$811 Million
0.75% of portfolio
Wells Fargo & Company San Francisco, CA

1.77M
Shares

$119 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.53M
Shares

$103 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

396K
Shares

$26.7 Million
0.03% of portfolio
O'Dell Group, LLC Cincinnati, OH

344K
Shares

$23.2 Million
5.14% of portfolio

About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
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