Selective Wealth Management, Inc. First Tr Exchange Traded Fd Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 20, 2022	SELL	$51.73 - $62.62 $18,105 - $21,917	-350 Closed	0 $0
Q3 2021 Oct 27, 2021	BUY	$58.02 - $62.89 $20,307 - $22,011	350 New	350 $21,000

Others Institutions Holding FXD

# of Institutions

141

Shares Held

21.5M

Call Options Held

0

Put Options Held

0

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

About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
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