Kraft, Davis & Associates, LLC First Tr Exchange Traded Fd Transaction History

Kraft, Davis & Associates, LLC

$365 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 15, 2023	BUY	$49.26 - $55.21 $41,476 - $46,486	842 Added 19.22%	5,223 $291 Million
Q4 2022 Feb 15, 2023	BUY	$44.2 - $51.87 $193,640 - $227,242	4,381 New	4,381 $241 Million

Others Institutions Holding FXD

# of Institutions

134

Shares Held

4.83M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.02M
Shares

$69.1 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

657K
Shares

$44.4 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

396K
Shares

$26.8 Million
0.03% of portfolio
Raymond James & Associates St Petersburg, FL

245K
Shares

$16.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

228K
Shares

$15.4 Million
0.01% of portfolio

About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
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