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

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Aug 07, 2019	SELL	$70.97 - $77.5 $416,948 - $455,312	-5,875 Closed	0 $0
Q1 2019 May 13, 2019	BUY	$66.04 - $77.94 $387,985 - $457,897	5,875 New	5,875 $0
Q4 2018 Feb 08, 2019	SELL	$64.01 - $84.57 $643,364 - $850,013	-10,051 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$74.61 - $84.88 $749,905 - $853,128	10,051 New	10,051 $853,000

Others Institutions Holding FXH

# of Institutions

275

Shares Held

6.32M

Call Options Held

700

Put Options Held

Morgan Stanley New York, NY

1.72M
Shares

$186 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

491K
Shares

$53.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

443K
Shares

$47.8 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

287K
Shares

$31 Million
0.0% of portfolio
Ubs Group Ag

264K
Shares

$28.5 Million
0.01% of portfolio

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About FIRST TR EXCHANGE TRD FD HEALT

Ticker FXH
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