Nelson, Van Denburg & Campbell Wealth Management Group, LLC First Tr Exchange Traded Fd Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 30, 2024	SELL	$46.79 - $59.42 $4,819 - $6,120	-103 Reduced 91.15%	10 $0
Q2 2023 Jul 19, 2023	SELL	$49.26 - $55.21 $640 - $717	-13 Reduced 10.32%	113 $6,000
Q1 2023 May 10, 2023	BUY	$48.15 - $56.93 $4,959 - $5,863	103 Added 447.83%	126 $6,000
Q4 2022 Feb 14, 2023	SELL	$44.2 - $51.87 $1,679 - $1,971	-38 Reduced 62.3%	23 $1,000
Q2 2022 Aug 10, 2022	SELL	$43.78 - $55.49 $14,403 - $18,256	-329 Reduced 84.36%	61 $2,000
Q1 2022 May 13, 2022	SELL	$51.73 - $62.62 $1,655 - $2,003	-32 Reduced 7.58%	390 $21,000
Q4 2021 Feb 14, 2022	BUY	$58.25 - $65.57 $15,436 - $17,376	265 Added 168.79%	422 $26,000
Q3 2021 Nov 02, 2021	SELL	$58.02 - $62.89 $43,456 - $47,104	-749 Reduced 82.67%	157 $9,000
Q2 2021 Jul 27, 2021	BUY	$58.03 - $61.76 $52,575 - $55,954	906 New	906 $55,000

Others Institutions Holding FXD

# of Institutions

141

Shares Held

21.5M

Call Options Held

Put Options Held

First Trust Advisors LP Wheaton, IL

12M
Shares

$787 Million
0.75% of portfolio
Wells Fargo & Company San Francisco, CA

1.77M
Shares

$116 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.53M
Shares

$99.8 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

396K
Shares

$25.9 Million
0.03% of portfolio
O'Dell Group, LLC Cincinnati, OH

344K
Shares

$22.5 Million
5.14% of portfolio

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About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
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