Cary Street Partners Investment Advisory LLC First Tr ETF Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	BUY	$21.25 - $24.14 $571,582 - $649,317	26,898 New	26,898 $647,000
Q3 2023 Nov 13, 2023	BUY	$21.72 - $22.84 $54,300 - $57,100	2,500 New	2,500 $54,000

Others Institutions Holding QJUN

# of Institutions

109

Shares Held

14.7M

Call Options Held

Put Options Held

International Assets Investment Management, LLC Orlando, FL

6.87M
Shares

$197 Million
0.63% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

971K
Shares

$27.8 Million
0.06% of portfolio
Truist Financial Corp

539K
Shares

$15.4 Million
0.02% of portfolio
Steward Partners Investment Advisory, LLC

390K
Shares

$11.2 Million
0.1% of portfolio
Cetera Investment Advisers Schaumburg, IL

351K
Shares

$10 Million
0.02% of portfolio

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About FIRST TR ETF

Ticker QJUN

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