Wcg Wealth Advisors LLC First Tr Exchange Traded Fd Transaction History
Wcg Wealth Advisors LLC
- $1.18 Billion
- Q1 2024
A detailed history of Wcg Wealth Advisors LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 119,094 shares of FXD stock, worth $7.13 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
119,094
Previous 160,750
25.91%
Holding current value
$7.13 Million
Previous $9.48 Million
18.93%
% of portfolio
0.65%
Previous 0.7%
Shares
8 transactions
Others Institutions Holding FXD
# of Institutions
138Shares Held
21.8MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL12.2MShares$730 Million0.82% of portfolio
-
Wells Fargo & Company San Francisco, CA1.74MShares$104 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.66MShares$99.6 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL510KShares$30.5 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC392KShares$23.5 Million0.01% of portfolio