Wealthpoint, LLC First Tr Exchange Traded Fd Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
Shares
3 transactions
Others Institutions Holding FXD
# of Institutions
144Shares Held
21.4MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL12.5MShares$705 Million0.75% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$99.6 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.53MShares$86.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL628KShares$35.4 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL396KShares$22.3 Million0.03% of portfolio