Householder Group Estate & Retirement Specialist, LLC First Tr Exchange Traded Fd Fi Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$107.71 - $121.01 $1.45 Million - $1.62 Million	-13,420 Reduced 99.29%	96 $10,000
Q1 2023 Apr 13, 2023	BUY	$91.07 - $107.48 $1.23 Million - $1.45 Million	13,516 New	13,516 $1.42 Million
Q3 2022 Oct 11, 2022	BUY	$86.7 - $108.72 $78,116 - $97,956	901 New	901 $78,000

Others Institutions Holding FXL

# of Institutions

241

Shares Held

5.7M

Call Options Held

6.2K

Put Options Held

Morgan Stanley New York, NY

825K
Shares

$130 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

659K
Shares

$104 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

447K
Shares

$70.6 Million
0.03% of portfolio
Raymond James & Associates St Petersburg, FL

276K
Shares

$43.5 Million
0.02% of portfolio
Rvw Wealth, LLC

198K
Shares

$31.3 Million
2.93% of portfolio

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About FIRST TR EXCHANGE TRADED FD FI

Ticker FXL
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