Wilbanks Smith & Thomas Asset Management LLC First Tr Exchange Traded Fd Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 06, 2019	SELL	$39.84 - $44.14 $270,553 - $299,754	-6,791 Closed	0 $0
Q2 2019 Aug 07, 2019	BUY	$40.01 - $44.45 $271,707 - $301,859	6,791 New	6,791 $291,000

Others Institutions Holding FXD

# of Institutions

142

Shares Held

21.5M

Call Options Held

Put Options Held

First Trust Advisors LP Wheaton, IL

12M
Shares

$811 Million
0.75% of portfolio
Wells Fargo & Company San Francisco, CA

1.77M
Shares

$119 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.53M
Shares

$103 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

396K
Shares

$26.7 Million
0.03% of portfolio
O'Dell Group, LLC Cincinnati, OH

344K
Shares

$23.2 Million
5.14% of portfolio

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