Iht Wealth Management, LLC First Tr Multi Cap Growth Alph Transaction History

Iht Wealth Management, LLC

$2.62 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 13, 2018	SELL	$65.75 - $74.94 $9,468 - $10,791	-144 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$60.38 - $61.64 $8,694 - $8,876	144	144 $9,000

Others Institutions Holding FAD

# of Institutions

60

Shares Held

910K

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

133K
Shares

$17.7 Million
0.02% of portfolio
Morgan Stanley New York, NY

97.1K
Shares

$12.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

82.6K
Shares

$11 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

77.7K
Shares

$10.3 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

54.9K
Shares

$7.3 Million
0.0% of portfolio

About FIRST TR MULTI CAP GROWTH ALPH

Ticker FAD
Sector ETFs
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