Creative Planning First Tr Exchange Traded Fd Transaction History
Creative Planning
- $129 Billion
- Q3 2025
A detailed history of Creative Planning transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Creative Planning holds 4,995 shares of FXD stock, worth $325,624. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,995
Previous 4,717
5.89%
Holding current value
$325,624
Previous $299,000
13.71%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FXD
# of Institutions
127Shares Held
3.76MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY529KShares$34.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA496KShares$32.3 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL396KShares$25.8 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL256KShares$16.7 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL245KShares$15.9 Million0.01% of portfolio