Elios Financial Group Inc. First Tr Large Cap Value Transaction History

Elios Financial Group Inc.

$217 Billion
Q3 2024

A detailed history of Elios Financial Group Inc. transactions in First Tr Large Cap Value stock. As of the latest transaction made, Elios Financial Group Inc. holds 5,006 shares of FTA stock, worth $405,185. This represents 0.18% of its overall portfolio holdings.

Number of Shares

5,006

Holding current value

$405,185

% of portfolio

0.18%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$72.76 - $79.13 $364,236 - $396,124	5,006 New	5,006 $396 Million

Others Institutions Holding FTA

# of Institutions

210

Shares Held

11.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.06M
Shares

$167 Million
0.01% of portfolio
Ubs Group Ag

878K
Shares

$71.1 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

797K
Shares

$64.5 Million
0.03% of portfolio
Envestnet Asset Management Inc

545K
Shares

$44.1 Million
0.01% of portfolio
Kaydan Wealth Management, Inc. Fenton, MI

374K
Shares

$30.3 Million
8.74% of portfolio

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About FIRST TR LARGE CAP VALUE

Ticker FTA
Sector ETFs
Industry ETFs

More about FTA

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Elios Financial Group Inc. First Tr Large Cap Value Transaction History