1776 Wealth LLC First Tr Multi Cap Value Alpha Transaction History

1776 Wealth LLC

$213 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	$43.53 - $50.21 $4,178 - $4,820	-96 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$50.49 - $58.15 $4,847 - $5,582	96 New	96 $5,000

Others Institutions Holding FAB

# of Institutions

67

Shares Held

794K

Call Options Held

0

Put Options Held

0

Janney Montgomery Scott LLC

116K
Shares

$9.9 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

73.7K
Shares

$6.27 Million
0.01% of portfolio
Morgan Stanley New York, NY

69K
Shares

$5.87 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

49.8K
Shares

$4.24 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

46.8K
Shares

$3.98 Million
0.0% of portfolio

About FIRST TR MULTI CAP VALUE ALPHA

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