Moser Wealth Advisors, LLC First Tr Exchange Traded Fd Transaction History

Moser Wealth Advisors, LLC

$201 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 29, 2021	SELL	$58.03 - $61.76 $1,740 - $1,852	-30 Closed	0 $0
Q1 2021 May 05, 2021	BUY	$49.96 - $61.06 $1,498 - $1,831	30 New	30 $2,000

Others Institutions Holding FXD

# of Institutions

137

Shares Held

8.84M

Call Options Held

0

Put Options Held

0

Susquehanna International Group, LLP Bala Cynwyd, PA

2.2M
Shares

$142 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.07M
Shares

$69 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.02M
Shares

$65.6 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

471K
Shares

$30.3 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

396K
Shares

$25.5 Million
0.03% of portfolio

About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
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