Stock Transactions

FIRST TR SR FLTG RATE INCOME

Total Bought
111,988
9 transactions
Total Sold
201,392
8 transactions
Net
-89,404
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)Type
RFG Advisory, LLC33,71798,558+64,8410.010.02+0.01buy
GraniteShares Advisors LLC269,666295,710+26,0441.681.71+0.03buy
Verity Asset Management, Inc.15,72025,474+9,7540.080.08+0.01buy
Strategic Financial Concepts, LLC42,10046,800+4,7000.060.07+0.01buy
Virtus Investment Advisers, LLC81,64084,293+2,6530.280.24-0.04buy
NWF Advisory Services Inc.24,18726,537+2,3500.030.03-0.00buy
SeaCrest Wealth Management, LLC18,06019,085+1,0250.020.02+0.00buy
UHLMANN PRICE SECURITIES, LLC18,56719,104+5370.130.12-0.02buy
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,04218,126+840.010.01-0.00buy
KINGSWOOD WEALTH ADVISORS, LLC17,10716,691-4160.010.01-0.00sell
SHUFRO ROSE & CO LLC80,60079,800-8000.070.07+0.00sell
Moss Adams Wealth Advisors LLC16,57715,435-1,1420.020.01-0.00sell
Everstar Asset Management, LLC43,34540,545-2,8000.270.23-0.04sell
SIT INVESTMENT ASSOCIATES INC103,15879,281-23,8770.020.02-0.01sell
Edgemoor Investment Advisors, Inc.628,648600,577-28,0710.550.46-0.09sell
Helium Advisors LLC88,94449,158-39,7860.570.41-0.16sell
1607 Capital Partners, LLC157,96153,461-104,5000.130.04-0.09sell
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