Wealthcare Advisory Partners LLC First Tr Exchange Traded First 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	SELL	$61.08 - $64.02 $41,656 - $43,661	-682 Reduced 8.53%	7,312 $458,000
Q1 2023 May 04, 2023	SELL	$59.33 - $63.97 $156,571 - $168,816	-2,639 Reduced 24.82%	7,994 $496,000
Q4 2022 Feb 13, 2023	BUY	$57.12 - $66.13 $607,356 - $703,160	10,633 New	10,633 $667,000
Q2 2021 Aug 16, 2021	SELL	$56.71 - $60.68 $19,848 - $21,238	-350 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$51.44 - $58.44 $18,004 - $20,454	350 New	350 $20,000
Q2 2020 Jul 29, 2020	SELL	$39.07 - $48.83 $13,674 - $17,090	-350 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$36.31 - $49.94 $11,800 - $16,230	-325 Reduced 48.15%	350 $14,000
Q1 2019 May 13, 2019	SELL	$42.03 - $45.8 $840 - $916	-20 Reduced 2.88%	675 $31,000
Q2 2018 Aug 14, 2018	BUY	$44.57 - $47.93 $16,490 - $17,734	370 Added 113.85%	695 $33,000
Q3 2017 Nov 15, 2017	BUY	$45.54 - $45.9 $14,800 - $14,917	325	325 $15,000

Others Institutions Holding FXG

# of Institutions

131

Shares Held

4.16M

Call Options Held

0

Put Options Held

0

Harel Insurance Investments & Financial Services Ltd.

906K
Shares

$61.5 Million
1.07% of portfolio
Morgan Stanley New York, NY

460K
Shares

$31.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

363K
Shares

$24.6 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

237K
Shares

$16.1 Million
0.0% of portfolio
Iht Wealth Management, LLC Chicago, IL

163K
Shares

$11.1 Million
0.4% of portfolio

About FIRST TR EXCHANGE TRADED FIRST

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