Ifp Advisors, Inc First Tr Exchange Traded Fd Transaction History

Ifp Advisors, Inc

$2.05 Billion
Q4 2023

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	SELL	$26.92 - $30.05 $4,845 - $5,409	-180 Reduced 4.35%	3,959 $88,000
Q2 2022 Sep 06, 2022	BUY	$26.84 - $31.38 $111,090 - $129,881	4,139 New	4,139 $92,000
Q2 2022 Aug 12, 2022	SELL	$26.84 - $31.38 $111,090 - $129,881	-4,139 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$29.53 - $32.27 $122,224 - $133,565	4,139 New	4,139 $128,000
Q3 2021 Oct 06, 2021	SELL	$29.97 - $31.5 $0 - $0	0 Closed	0 $0

Q2 2021 Jul 13, 2021	BUY	$29.71 - $30.98 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$26.74 - $29.74 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$23.17 - $27.16 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$22.96 - $25.63 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$19.37 - $25.46 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$17.66 - $26.64 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	SELL	$23.68 - $26.18 $489,512 - $541,192	-20,672 Closed	0 $0
Q3 2019 Nov 07, 2019	BUY	$23.23 - $25.12 $480,210 - $519,280	20,672 New	20,672 $503,000
Q4 2018 Jan 23, 2019	SELL	$20.09 - $23.87 $25,112 - $29,837	-1,250 Closed	0 $0
Q2 2018 Aug 07, 2018	SELL	$20.87 - $22.57 $36,000 - $38,933	-1,725 Reduced 57.98%	1,250 $0
Q4 2017 Jan 24, 2018	BUY	$20.38 - $22.23 $60,630 - $66,134	2,975	2,975 $0

Others Institutions Holding EDOW

# of Institutions

68

Shares Held

4.92M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

911K
Shares

$30.7 Million
0.02% of portfolio
Morgan Stanley New York, NY

908K
Shares

$30.6 Million
0.0% of portfolio
Gratus Wealth Advisors, LLC Virginia Beach, VA

479K
Shares

$16.2 Million
2.88% of portfolio
Vestmark Advisory Solutions, Inc.

337K
Shares

$11.4 Million
0.54% of portfolio
Pom Investment Strategies, LLC Raleigh, NC

241K
Shares

$8.11 Million
6.78% of portfolio

About FIRST TR EXCHANGE TRADED FD

Ticker EDOW
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