Kingsview Wealth Management, LLC First Tr Exchange Traded Fd Fi Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 19, 2020	SELL	$5.49 - $7.24 $57,370 - $75,658	-10,450 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$3.76 - $8.99 $39,292 - $93,945	10,450 New	10,450 $69,000
Q2 2019 Jan 29, 2020	SELL	$10.44 - $13.78 $161,882 - $213,672	-15,506 Closed	0 $0
Q1 2019 Jan 29, 2020	SELL	$11.72 - $13.55 $21,330 - $24,661	-1,820 Reduced 10.5%	15,506 $200,000
Q4 2018 Jan 29, 2020	SELL	$10.71 - $18.18 $515,461 - $874,985	-48,129 Reduced 73.53%	17,326 $199,000
Q3 2018 Jan 29, 2020	BUY	$16.09 - $17.69 $74,062 - $81,427	4,603 Added 7.56%	65,455 $1.15 Million
Q2 2018 Jan 29, 2020	BUY	$13.93 - $17.46 $471,251 - $590,671	33,830 Added 125.19%	60,852 $1.03 Million
Q1 2018 Jan 29, 2020	BUY	$13.33 - $16.43 $360,203 - $443,971	27,022 New	27,022 $388,000

Others Institutions Holding FXN

# of Institutions

131

Shares Held

21.7M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

5.86M
Shares

$106 Million
0.28% of portfolio
Morgan Stanley New York, NY

2.9M
Shares

$52.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

2.26M
Shares

$40.8 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.1M
Shares

$38 Million
0.01% of portfolio
Ubs Group Ag

993K
Shares

$17.9 Million
0.0% of portfolio

About FIRST TR EXCHANGE TRADED FD FI

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