J.W. Cole Advisors, Inc. First Tr Exchange Trded Fd Vi Transaction History

J.W. Cole Advisors, Inc.

$2.33 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	BUY	$16.81 - $19.36 $585,223 - $673,999	34,814 New	34,814 $2,000

Others Institutions Holding FID

# of Institutions

57

Shares Held

3.28M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

715K
Shares

$12.1 Million
0.01% of portfolio
Wagner Wealth Management, LLC Greenville, SC

582K
Shares

$9.85 Million
3.6% of portfolio
Envestnet Asset Management Inc

226K
Shares

$3.83 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

211K
Shares

$3.57 Million
0.0% of portfolio
Hobart Private Capital, LLC Charlotte, NC

158K
Shares

$2.67 Million
0.71% of portfolio

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