Westside Investment Management, Inc. First Tr Exchange Traded Fd Ii Transaction History

Westside Investment Management, Inc.

$475 Billion
Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Westside Investment Management, Inc. holds 62,076 shares of FMB stock, worth $3.18 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

62,076

Previous 63,442 2.15%

Holding current value

$3.18 Million

Previous $3.29 Billion 3.86%

% of portfolio

0.67%

Previous 0.7%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$50.62 - $52.07 $69,146 - $71,127	-1,366 Reduced 2.15%	62,076 $3.17 Billion
Q3 2024 Nov 20, 2024	BUY	$51.0 - $52.05 $17,493 - $17,853	343 Added 0.54%	63,442 $3.29 Billion
Q2 2024 Jul 17, 2024	SELL	$50.47 - $51.43 $58,898 - $60,018	-1,167 Reduced 1.82%	63,099 $3.22 Billion
Q1 2024 Apr 19, 2024	SELL	$51.0 - $51.74 $53,550 - $54,327	-1,050 Reduced 1.61%	64,266 $3.3 Billion
Q4 2023 Jan 12, 2024	SELL	$48.08 - $51.69 $11,250 - $12,095	-234 Reduced 0.36%	65,316 $3.37 Billion
Q3 2023 Nov 15, 2023	BUY	$48.81 - $50.98 $19,524 - $20,392	400 Added 0.61%	65,550 $3.2 Billion
Q2 2023 Jul 14, 2023	BUY	$49.86 - $51.44 $59,832 - $61,728	1,200 Added 1.88%	65,150 $3.3 Billion
Q1 2023 May 17, 2023	BUY	$50.21 - $51.59 $180,756 - $185,724	3,600 Added 5.97%	63,950 $3.26 Billion
Q4 2022 Jan 31, 2023	BUY	$48.2 - $50.76 $1.58 Million - $1.67 Million	32,850 Added 119.45%	60,350 $128 Million
Q3 2022 Nov 09, 2022	BUY	$48.72 - $51.97 $1.34 Million - $1.43 Million	27,500 New	27,500 $123 Million

Others Institutions Holding FMB

# of Institutions

326

Shares Held

31.6M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE-TRADED FD II

Ticker FMB
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Westside Investment Management, Inc. First Tr Exchange Traded Fd Ii Transaction History