Patriot Investment Management Inc. First Tr Exchange Traded Fd Transaction History

Patriot Investment Management Inc.

$1.36 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 23, 2020	SELL	$37.31 - $44.6 $5,671 - $6,779	-152 Closed	0 $0
Q2 2020 Aug 11, 2020	BUY	$24.11 - $42.95 $3,664 - $6,528	152 New	152 $5,000

Others Institutions Holding FXD

# of Institutions

142

Shares Held

21.5M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

12M
Shares

$775 Million
0.75% of portfolio
Wells Fargo & Company San Francisco, CA

1.77M
Shares

$114 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.53M
Shares

$98.2 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

396K
Shares

$25.5 Million
0.03% of portfolio
O'Dell Group, LLC Cincinnati, OH

344K
Shares

$22.1 Million
5.14% of portfolio

About FIRST TR EXCHANGE-TRADED FD

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