Wealthcare Advisory Partners LLC First Tr Exchange Trd Fd Healt Transaction History

Wealthcare Advisory Partners LLC

$3.54 Billion
Q1 2025

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	SELL	$103.09 - $113.83 $318,651 - $351,848	-3,091 Reduced 32.54%	6,408 $716,000
Q2 2024 Aug 09, 2024	SELL	$101.59 - $108.72 $106,364 - $113,829	-1,047 Reduced 9.93%	9,499 $992,000
Q1 2024 Apr 15, 2024	SELL	$102.38 - $109.59 $22,933 - $24,548	-224 Reduced 2.08%	10,546 $1.16 Million
Q4 2023 Feb 06, 2024	BUY	$90.04 - $103.89 $51,052 - $58,905	567 Added 5.56%	10,770 $1.12 Million
Q3 2023 Oct 12, 2023	BUY	$97.16 - $108.54 $60,919 - $68,054	627 Added 6.55%	10,203 $991,000
Q2 2023 Jul 17, 2023	BUY	$101.96 - $110.94 $59,952 - $65,232	588 Added 6.54%	9,576 $1.04 Million
Q1 2023 May 04, 2023	BUY	$102.85 - $114.21 $631,190 - $700,906	6,137 Added 215.26%	8,988 $966,000
Q4 2022 Feb 13, 2023	BUY	$97.22 - $110.84 $46,373 - $52,870	477 Added 20.09%	2,851 $309,000
Q3 2022 Nov 14, 2022	BUY	$96.46 - $111.41 $2,122 - $2,451	22 Added 0.94%	2,374 $231,000
Q2 2022 Aug 15, 2022	BUY	$97.16 - $118.61 $53,729 - $65,591	553 Added 30.74%	2,352 $243,000
Q1 2022 Apr 15, 2022	SELL	$106.27 - $122.54 $20,191 - $23,282	-190 Reduced 9.55%	1,799 $206,000
Q3 2021 Nov 15, 2021	SELL	$117.04 - $128.11 $2,926 - $3,202	-25 Reduced 1.24%	1,989 $237,000
Q2 2021 Aug 16, 2021	BUY	$109.32 - $117.64 $2,951 - $3,176	27 Added 1.36%	2,014 $236,000
Q1 2021 Apr 30, 2021	BUY	$102.97 - $114.38 $204,601 - $227,273	1,987 New	1,987 $216,000
Q2 2020 Jul 29, 2020	SELL	$70.61 - $91.55 $98,218 - $127,346	-1,391 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$62.13 - $89.54 $56,600 - $81,570	911 Added 189.79%	1,391 $103,000
Q3 2019 Oct 17, 2019	SELL	$73.38 - $78.6 $7,338 - $7,859	-100 Reduced 17.24%	480 $36,000
Q4 2018 Feb 14, 2019	BUY	$64.01 - $84.57 $4,160 - $5,497	65 Added 12.62%	580 $40,000
Q3 2017 Nov 15, 2017	BUY	$66.5 - $67.42 $34,247 - $34,721	515	515 $35,000

Others Institutions Holding FXH

# of Institutions

278

Shares Held

5.93M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.29M
Shares

$125 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

591K
Shares

$57.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

374K
Shares

$36.3 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

288K
Shares

$27.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

282K
Shares

$27.4 Million
0.0% of portfolio

About FIRST TR EXCHANGE TRD FD HEALT

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