Sunbelt Securities, Inc. First Tr Exchange Traded Fd Transaction History

Sunbelt Securities, Inc.

$924 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	BUY	$56.49 - $64.54 $12,314 - $14,069	218 New	218 $14,000
Q4 2019 Feb 14, 2020	BUY	$40.53 - $45.6 $1,215 - $1,368	30 New	30 $345,000

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

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