Wealthcare Advisory Partners LLC First Tr Exchange Traded Fd Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 17, 2023	BUY	$49.26 - $55.21 $39,605 - $44,388	804 Added 5.24%	16,146 $891,000
Q1 2023 May 04, 2023	BUY	$48.15 - $56.93 $738,717 - $873,420	15,342 New	15,342 $796,000
Q2 2021 Aug 16, 2021	SELL	$58.03 - $61.76 $49,615 - $52,804	-855 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$49.96 - $61.06 $42,715 - $52,206	855 New	855 $50,000
Q2 2020 Jul 29, 2020	SELL	$24.11 - $42.95 $21,650 - $38,569	-898 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$23.18 - $45.94 $6,930 - $13,736	299 Added 49.92%	898 $24,000
Q3 2019 Oct 17, 2019	BUY	$39.84 - $44.14 $8,127 - $9,004	204 Added 51.65%	599 $25,000
Q3 2018 Nov 14, 2018	SELL	$41.93 - $43.99 $4,612 - $4,838	-110 Reduced 21.78%	395 $17,000
Q2 2018 Aug 14, 2018	BUY	$39.98 - $43.95 $4,397 - $4,834	110 Added 27.85%	505 $21,000
Q3 2017 Nov 15, 2017	BUY	$38.09 - $38.44 $15,045 - $15,183	395	395 $15,000

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

$802 Million
0.75% of portfolio
Wells Fargo & Company San Francisco, CA

1.77M
Shares

$118 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.53M
Shares

$102 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

396K
Shares

$26.4 Million
0.03% of portfolio
O'Dell Group, LLC Cincinnati, OH

344K
Shares

$22.9 Million
5.14% of portfolio

About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
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