Wealthsource Partners, LLC First Tr Exchange Trd Fd Healt Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 09, 2019	SELL	$70.97 - $77.5 $4.29 Million - $4.69 Million	-60,493 Closed	0 $0
Q1 2019 May 16, 2019	BUY	$66.04 - $77.94 $44,246 - $52,219	670 Added 1.12%	60,493 $4.62 Million
Q4 2018 Feb 06, 2019	BUY	$64.01 - $84.57 $1.62 Million - $2.15 Million	25,365 Added 73.61%	59,823 $4.12 Million
Q3 2018 Nov 13, 2018	BUY	$74.61 - $84.88 $2.17 Million - $2.47 Million	29,110 Added 544.32%	34,458 $2.93 Million
Q1 2018 Apr 16, 2018	BUY	$68.37 - $76.56 $132,159 - $147,990	1,933 Added 56.6%	5,348 $334,000
Q4 2017 Feb 16, 2018	BUY	$66.28 - $70.34 $226,346 - $240,211	3,415 New	3,415 $238,000
Q3 2017 Nov 20, 2017	SELL	$66.5 - $67.42 $359,299 - $364,270	-5,403 Closed	0 $0
Q2 2017 Aug 16, 2017	BUY	N/A	5,403	5,403 $361,000

Others Institutions Holding FXH

# of Institutions

257

Shares Held

5.03M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.01M
Shares

$112 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

367K
Shares

$40.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

308K
Shares

$34.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

258K
Shares

$28.7 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

255K
Shares

$28.4 Million
0.01% of portfolio

About FIRST TR EXCHANGE TRD FD HEALT

Ticker FXH
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