Northwest Wealth Management, LLC First Tr Exchange Trd Fd Healt Transaction History

Northwest Wealth Management, LLC

$465 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	$62.13 - $89.54 $732,264 - $1.06 Million	-11,786 Closed	0 $0
Q4 2019 Jan 14, 2020	SELL	$71.67 - $84.96 $253,281 - $300,248	-3,534 Reduced 23.07%	11,786 $992,000
Q3 2019 Oct 28, 2019	SELL	$73.38 - $78.6 $10,199 - $10,925	-139 Reduced 0.9%	15,320 $1.13 Million
Q2 2019 Jul 23, 2019	BUY	$70.97 - $77.5 $4,542 - $4,960	64 Added 0.42%	15,459 $1.2 Million
Q1 2019 Apr 12, 2019	SELL	$66.04 - $77.94 $1,783 - $2,104	-27 Reduced 0.18%	15,395 $1.18 Million
Q4 2018 Jan 24, 2019	SELL	$64.01 - $84.57 $9,601 - $12,685	-150 Reduced 0.96%	15,422 $1.06 Million
Q1 2018 Apr 13, 2018	BUY	$68.37 - $76.56 $130,586 - $146,229	1,910 Added 13.98%	15,572 $1.08 Million
Q4 2017 Jan 31, 2018	BUY	$66.28 - $70.34 $905,517 - $960,985	13,662	13,662 $954,000

Others Institutions Holding FXH

# of Institutions

278

Shares Held

5.88M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.29M
Shares

$136 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

591K
Shares

$62.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

374K
Shares

$39.5 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

288K
Shares

$30.4 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

282K
Shares

$29.8 Million
0.0% of portfolio

About FIRST TR EXCHANGE TRD FD HEALT

Ticker FXH
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