Iht Wealth Management, LLC First Tr ETF Vi Nasdaq Bk ETF Transaction History

Iht Wealth Management, LLC

$2.59 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 12, 2019	SELL	$23.92 - $26.77 $262,904 - $294,229	-10,991 Closed	0 $0
Q1 2019 May 16, 2019	BUY	$22.51 - $26.74 $247,407 - $293,899	10,991 New	10,991 $268,000

Others Institutions Holding FTXO

# of Institutions

64

Shares Held

2.15M

Call Options Held

0

Put Options Held

0

Secure Asset Management, LLC

406K
Shares

$10.7 Million
2.69% of portfolio
Lpl Financial LLC Fort Mill, SC

275K
Shares

$7.24 Million
0.0% of portfolio
Morgan Stanley New York, NY

255K
Shares

$6.73 Million
0.0% of portfolio
Wagner Wealth Management, LLC Greenville, SC

208K
Shares

$5.49 Million
2.23% of portfolio
Wells Fargo & Company San Francisco, CA

117K
Shares

$3.07 Million
0.0% of portfolio

About FIRST TR ETF VI NASDAQ BK ETF

Ticker FTXO
Sector ETFs
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