Iams Wealth Management, LLC First Tr Large Cap Value Transaction History

Iams Wealth Management, LLC

$249 Billion
Q3 2025

A detailed history of Iams Wealth Management, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Iams Wealth Management, LLC holds 34,521 shares of FTA stock, worth $2.85 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

34,521

Previous 35,387 2.45%

Holding current value

$2.85 Million

Previous $2.78 Billion 3.38%

% of portfolio

1.15%

Previous 1.28%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$78.13 - $83.78 $67,660 - $72,553	-866 Reduced 2.45%	34,521 $2.88 Billion
Q2 2025 Jul 14, 2025	BUY	$67.12 - $78.63 $116,318 - $136,265	1,733 Added 5.15%	35,387 $2.78 Billion
Q1 2025 Apr 10, 2025	SELL	$74.42 - $80.34 $912,984 - $985,611	-12,268 Reduced 26.71%	33,654 $2.58 Billion
Q4 2024 Jan 23, 2025	BUY	$75.21 - $83.49 $124,547 - $138,259	1,656 Added 3.74%	45,922 $3.51 Billion
Q3 2024 Oct 11, 2024	BUY	$72.76 - $79.13 $237,415 - $258,201	3,263 Added 7.96%	44,266 $3.5 Billion
Q2 2024 Aug 05, 2024	SELL	$72.36 - $76.0 $543,423 - $570,760	-7,510 Reduced 15.48%	41,003 $3.02 Billion
Q1 2024 Apr 18, 2024	BUY	$69.01 - $76.38 $161,828 - $179,111	2,345 Added 5.08%	48,513 $3.49 Billion
Q4 2023 Feb 07, 2024	SELL	$61.6 - $71.44 $1.07 Million - $1.24 Million	-17,356 Reduced 27.32%	46,168 $3.27 Billion
Q3 2023 Nov 14, 2023	BUY	$64.61 - $70.36 $4.1 Million - $4.47 Million	63,524 New	63,524 $4.12 Billion
Q1 2023 Oct 30, 2023	BUY	$63.26 - $73.3 $832,248 - $964,334	13,156 Added 29.93%	57,117 $3.74 Billion
Q4 2022 Oct 27, 2023	BUY	$58.47 - $69.36 $2.57 Million - $3.05 Million	43,961 New	43,961 $2.89 Billion

Others Institutions Holding FTA

# of Institutions

230

Shares Held

10.7M

Call Options Held

Put Options Held

View Full List

About FIRST TR LARGE CAP VALUE

Ticker FTA
Sector ETFs
Industry ETFs

More about FTA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Account

Iams Wealth Management, LLC First Tr Large Cap Value Transaction History