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

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 13, 2020	SELL	$46.69 - $50.11 $256,188 - $274,953	-5,487 Closed	0 $0
Q3 2019 Nov 06, 2019	SELL	$45.01 - $48.81 $25,700 - $27,870	-571 Reduced 9.43%	5,487 $265,000
Q2 2019 Aug 07, 2019	SELL	$44.13 - $47.44 $170,783 - $183,592	-3,870 Reduced 38.98%	6,058 $277,000
Q1 2019 May 13, 2019	BUY	$42.03 - $45.8 $417,273 - $454,702	9,928 New	9,928 $0

Others Institutions Holding FXG

# of Institutions

132

Shares Held

4.14M

Call Options Held

Put Options Held

Harel Insurance Investments & Financial Services Ltd.

906K
Shares

$60.4 Million
1.1% of portfolio
Morgan Stanley New York, NY

460K
Shares

$30.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

363K
Shares

$24.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

237K
Shares

$15.8 Million
0.0% of portfolio
Iht Wealth Management, LLC Chicago, IL

163K
Shares

$10.9 Million
0.4% of portfolio

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About FIRST TR EXCHANGE TRADED FIRST

Ticker FXG
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