Iht Wealth Management, LLC First Tr Exchange Trd Fd Healt Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$106.27 - $122.54 $184,697 - $212,974	-1,738 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$115.32 - $124.74 $2,537 - $2,744	-22 Reduced 1.25%	1,738 $216,000
Q3 2021 Nov 15, 2021	BUY	$117.04 - $128.11 $205,990 - $225,473	1,760 New	1,760 $210,000
Q4 2020 Feb 17, 2021	SELL	$94.11 - $107.88 $290,517 - $333,025	-3,087 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$89.29 - $97.31 $49,555 - $54,007	555 Added 21.92%	3,087 $292,000
Q2 2020 Aug 14, 2020	BUY	$70.61 - $91.55 $178,784 - $231,804	2,532 New	2,532 $228,000
Q2 2018 Aug 13, 2018	SELL	$67.48 - $77.3 $84,619 - $96,934	-1,254 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$66.28 - $70.34 $39,370 - $41,781	594 Added 90.0%	1,254 $90,000
Q3 2017 Nov 14, 2017	BUY	$66.5 - $67.42 $43,890 - $44,497	660	660 $45,000

Others Institutions Holding FXH

# of Institutions

273

Shares Held

5.85M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.29M
Shares

$140 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

591K
Shares

$63.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

374K
Shares

$40.4 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

288K
Shares

$31.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

282K
Shares

$30.5 Million
0.0% of portfolio

About FIRST TR EXCHANGE TRD FD HEALT

Ticker FXH
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