Wealthsource Partners, LLC First Tr Exchange Traded Fd Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
11 transactions
Others Institutions Holding FXD
# of Institutions
149Shares Held
22.5MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL12.5MShares$838 Million0.75% of portfolio
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Wells Fargo & Company San Francisco, CA1.77MShares$118 Million0.03% of portfolio
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Morgan Stanley New York, NY1.53MShares$103 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL628KShares$42.1 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL396KShares$26.6 Million0.03% of portfolio