Stock Transactions

FIRST TR INTER DURATN PFD &

Total Bought
29,779
9 transactions
Total Sold
59,369
8 transactions
Net
-29,590
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)Type
Rareview Capital LLC76,09491,917+15,8230.931.01+0.09buy
SeaCrest Wealth Management, LLC19,37625,379+6,0030.040.05+0.01buy
Onyx Bridge Wealth Group LLC63,78867,940+4,1520.130.13+0.00buy
SILVER OAK SECURITIES, INCORPORATED13,47515,152+1,6770.020.02+0.00buy
CONSOLIDATED CAPITAL MANAGEMENT, LLC12,57113,661+1,0900.070.08+0.01buy
RDA Financial Network27,84928,269+4200.120.12-0.00buy
Intellectus Partners, LLC25,86826,221+3530.090.09+0.00buy
UHLMANN PRICE SECURITIES, LLC11,24311,488+2450.120.01-0.11buy
SOA Wealth Advisors, LLC.737753+160.000.00+0.00buy
Thomas J. Herzfeld Advisors, Inc.1,7921,762-300.010.01-0.00sell
Capital Investment Advisors, LLC40,14439,666-4780.010.01-0.00sell
DELTA CAPITAL MANAGEMENT LLC25,34024,040-1,3000.270.23-0.03sell
FIRST FINANCIAL CORP /IN/7,8445,933-1,9110.060.04-0.01sell
Hennion & Walsh Asset Management, Inc.67,07064,833-2,2370.040.04-0.00sell
Gridiron Partners, LLC26,55819,345-7,2130.280.21-0.08sell
Magnus Financial Group LLC52,87342,937-9,9360.080.06-0.01sell
Shaker Financial Services, LLC104,27468,010-36,2640.620.42-0.20sell
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