Valeo Financial Advisors, LLC First Tr Exchange Traded Fd Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$58.03 - $61.76 $115,247 - $122,655	-1,986 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$38.09 - $38.44 $75,646 - $76,341	1,986	1,986 $76,000

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

$794 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

$22.7 Million
5.14% of portfolio

About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
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