Wt Wealth Management First Tr ETF Fd Iv First Tr Lo Transaction History

Wt Wealth Management

$391 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$47.98 - $48.96 $3.19 Million - $3.26 Million	-66,572 Closed	0 $0
Q1 2022 May 06, 2022	SELL	$48.85 - $50.03 $498,807 - $510,856	-10,211 Reduced 13.3%	66,572 $3.26 Million
Q4 2021 Jan 19, 2022	SELL	$49.97 - $50.67 $150,509 - $152,618	-3,012 Reduced 3.77%	76,783 $3.84 Million
Q3 2021 Oct 15, 2021	SELL	$50.52 - $50.94 $25,057 - $25,266	-496 Reduced 0.62%	79,795 $4.04 Million
Q2 2021 Jul 19, 2021	BUY	$50.83 - $51.19 $512,925 - $516,558	10,091 Added 14.37%	80,291 $4.09 Million
Q1 2021 Apr 29, 2021	BUY	$51.0 - $51.58 $1.53 Million - $1.55 Million	29,989 Added 74.58%	70,200 $3.58 Million
Q4 2020 Feb 01, 2021	BUY	$51.39 - $51.73 $978,105 - $984,577	19,033 Added 89.87%	40,211 $2.07 Million
Q3 2020 Oct 30, 2020	BUY	$51.62 - $51.89 $588,622 - $591,701	11,403 Added 116.65%	21,178 $1.09 Million
Q2 2020 Aug 04, 2020	BUY	$51.33 - $51.83 $182,478 - $184,255	3,555 Added 57.15%	9,775 $505,000
Q1 2020 May 13, 2020	BUY	$49.9 - $52.72 $48,652 - $51,402	975 Added 18.59%	6,220 $317,000
Q4 2019 Jan 27, 2020	BUY	$51.73 - $52.15 $271,323 - $273,526	5,245 New	5,245 $271,000

Others Institutions Holding LMBS

# of Institutions

419

Shares Held

70.9M

Call Options Held

0

Put Options Held

0

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wt Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Wt Wealth Management with notifications on news.