Girard Partners Ltd. First Tr Exchange Traded Fd Transaction History

Girard Partners Ltd.

$1.06 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 11, 2019	SELL	$34.86 - $43.2 $22,659 - $28,080	-650 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	$41.93 - $43.99 $27,254 - $28,593	650 New	650 $28,000

Others Institutions Holding FXD

# of Institutions

142

Shares Held

21.5M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

12M
Shares

$796 Million
0.75% of portfolio
Wells Fargo & Company San Francisco, CA

1.77M
Shares

$117 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.53M
Shares

$101 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

396K
Shares

$26.2 Million
0.03% of portfolio
O'Dell Group, LLC Cincinnati, OH

344K
Shares

$22.8 Million
5.14% of portfolio

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