Insigneo Advisory Services, LLC First Tr Exchange Traded Fd Transaction History

Insigneo Advisory Services, LLC

$969 Billion
Q1 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$35.29 - $38.02 $21,279 - $22,926	603 Added 7.64%	8,496 $308 Million
Q3 2024 Nov 14, 2024	BUY	$32.74 - $36.1 $98 - $108	3 Added 0.04%	7,893 $284 Million
Q2 2024 Aug 14, 2024	SELL	$32.7 - $34.34 $61,149 - $64,215	-1,870 Reduced 19.16%	7,890 $258 Million
Q1 2024 May 15, 2024	SELL	$32.12 - $34.44 $35,010 - $37,539	-1,090 Reduced 10.05%	9,760 $336 Million
Q4 2023 Feb 14, 2024	SELL	$28.08 - $32.76 $85,194 - $99,393	-3,034 Reduced 21.85%	10,850 $354 Million
Q3 2023 Nov 14, 2023	BUY	$28.96 - $31.03 $608 - $651	21 Added 0.15%	13,884 $403 Million
Q2 2023 Aug 14, 2023	SELL	$28.73 - $30.43 $45,393 - $48,079	-1,580 Reduced 10.23%	13,863 $418 Million
Q1 2023 May 11, 2023	SELL	$28.24 - $30.19 $29,313 - $31,337	-1,038 Reduced 6.3%	15,443 $457 Million
Q4 2022 Feb 13, 2023	BUY	$25.21 - $30.05 $415,486 - $495,254	16,481 New	16,481 $475 Million

Others Institutions Holding EDOW

# of Institutions

71

Shares Held

4.94M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.07M
Shares

$41.6 Million
0.02% of portfolio
Morgan Stanley New York, NY

788K
Shares

$30.5 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

679K
Shares

$26.3 Million
0.08% of portfolio
Vestmark Advisory Solutions, Inc.

313K
Shares

$12.1 Million
0.32% of portfolio
Commonwealth Equity Services, LLC

202K
Shares

$7.83 Million
0.01% of portfolio

About FIRST TR EXCHANGE TRADED FD

Ticker EDOW
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