High Tower Advisors, LLC First Tr Exchange Traded Fd Transaction History

High Tower Advisors, LLC

$84.5 Billion
Q3 2025

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$50.42 - $63.44 $591,376 - $744,087	-11,729 Reduced 44.06%	14,890 $944,000
Q1 2025 May 12, 2025	SELL	$56.39 - $68.12 $10,883 - $13,147	-193 Reduced 0.72%	26,619 $1.54 Million
Q4 2024 Feb 07, 2025	SELL	$62.05 - $68.52 $130,863 - $144,508	-2,109 Reduced 7.29%	26,812 $1.73 Million
Q3 2024 Nov 14, 2024	BUY	$56.55 - $63.72 $56 - $63	1 Added 0.0%	28,921 $1.83 Million
Q2 2024 Aug 13, 2024	SELL	$58.3 - $64.09 $118,932 - $130,743	-2,040 Reduced 6.59%	28,920 $1.73 Million

Q1 2024 May 06, 2024	BUY	$56.49 - $64.54 $72,872 - $83,256	1,290 Added 4.35%	30,960 $2 Million
Q4 2023 Feb 12, 2024	SELL	$46.79 - $59.42 $43,748 - $55,557	-935 Reduced 3.06%	29,670 $1.75 Million
Q2 2023 Aug 14, 2023	SELL	$49.26 - $55.21 $30,097 - $33,733	-611 Reduced 1.96%	30,605 $1.69 Million
Q1 2023 May 11, 2023	BUY	$48.15 - $56.93 $1.5 Million - $1.78 Million	31,216 New	31,216 $1.62 Million
Q2 2022 Aug 10, 2022	SELL	$43.78 - $55.49 $1.48 Million - $1.88 Million	-33,912 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$51.73 - $62.62 $102,063 - $123,549	-1,973 Reduced 5.5%	33,912 $1.85 Million
Q4 2021 Feb 10, 2022	SELL	$58.25 - $65.57 $301,152 - $338,996	-5,170 Reduced 12.59%	35,885 $2.23 Million
Q3 2021 Nov 12, 2021	BUY	$58.02 - $62.89 $14,040 - $15,219	242 Added 0.59%	41,055 $2.43 Million
Q2 2021 Aug 06, 2021	SELL	$58.03 - $61.76 $277,267 - $295,089	-4,778 Reduced 10.48%	40,813 $2.48 Million
Q1 2021 May 10, 2021	BUY	$49.96 - $61.06 $406,224 - $496,478	8,131 Added 21.71%	45,591 $2.65 Million
Q4 2020 Feb 10, 2021	SELL	$42.4 - $51.13 $381 - $460	-9 Reduced 0.02%	37,460 $1.91 Million
Q3 2020 Nov 13, 2020	BUY	$37.31 - $44.6 $911,819 - $1.09 Million	24,439 Added 187.56%	37,469 $1.59 Million
Q2 2020 Aug 10, 2020	BUY	$24.11 - $42.95 $314,153 - $559,638	13,030 New	13,030 $485,000
Q1 2020 May 21, 2020	SELL	$23.18 - $45.94 $1.66 Million - $3.3 Million	-71,825 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$40.53 - $45.6 $298,827 - $336,208	-7,373 Reduced 9.31%	71,825 $3.26 Million
Q3 2019 Nov 12, 2019	BUY	$39.84 - $44.14 $204,658 - $226,747	5,137 Added 6.94%	79,198 $3.33 Million
Q2 2019 Aug 13, 2019	BUY	$40.01 - $44.45 $12,803 - $14,224	320 Added 0.43%	74,061 $3.17 Million
Q1 2019 May 15, 2019	SELL	$36.73 - $42.21 $23,139 - $26,592	-630 Reduced 0.85%	73,741 $3.11 Million
Q4 2018 Feb 14, 2019	BUY	$34.86 - $43.2 $74,112 - $91,843	2,126 Added 2.94%	74,371 $2.74 Million
Q3 2018 Nov 09, 2018	SELL	$41.93 - $43.99 $213,465 - $223,953	-5,091 Reduced 6.58%	72,245 $3.15 Million
Q2 2018 Aug 14, 2018	BUY	$39.98 - $43.95 $52,813 - $58,057	1,321 Added 1.74%	77,336 $3.28 Million
Q1 2018 May 15, 2018	SELL	$40.06 - $45.22 $1.25 Million - $1.41 Million	-31,194 Reduced 29.1%	76,015 $3.12 Million
Q4 2017 Feb 14, 2018	BUY	$38.1 - $42.5 $66,217 - $73,865	1,738 Added 1.65%	107,209 $4.52 Million
Q3 2017 Nov 14, 2017	BUY	$38.09 - $38.44 $166,072 - $167,598	4,360 Added 4.31%	105,471 $4.06 Million
Q2 2017 Aug 14, 2017	BUY	N/A	101,111	101,111 $3.74 Million

Others Institutions Holding FXD

# of Institutions

127

Shares Held

3.76M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

529K
Shares

$34.5 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

496K
Shares

$32.3 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

396K
Shares

$25.8 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

256K
Shares

$16.7 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

245K
Shares

$15.9 Million
0.01% of portfolio

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