High Net Worth Advisory Group LLC First Tr Exchange Traded Fd Transaction History

High Net Worth Advisory Group LLC

$340 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Apr 27, 2022	BUY	$58.25 - $65.57 $63,084 - $71,012	1,083 New	1,083 $66,000

Others Institutions Holding FXD

# of Institutions

144

Shares Held

21.4M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

12.5M
Shares

$693 Million
0.75% of portfolio
Wells Fargo & Company San Francisco, CA

1.77M
Shares

$98 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.53M
Shares

$85.1 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

628K
Shares

$34.8 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

396K
Shares

$22 Million
0.03% of portfolio

About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
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