Ae Wealth Management LLC First Tr Multi Cap Value Alpha Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 14, 2023	BUY	$66.14 - $78.48 $9.11 Million - $10.8 Million	137,679 New	137,679 $9.59 Million
Q3 2022 Oct 25, 2022	BUY	$60.81 - $74.41 $8.99 Million - $11 Million	147,764 New	147,764 $8.99 Million

Others Institutions Holding FAB

# of Institutions

66

Shares Held

864K

Call Options Held

0

Put Options Held

0

Janney Montgomery Scott LLC

118K
Shares

$9.68 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

73.7K
Shares

$6.05 Million
0.01% of portfolio
Morgan Stanley New York, NY

69K
Shares

$5.67 Million
0.0% of portfolio
International Assets Investment Management, LLC Orlando, FL

66.5K
Shares

$5.46 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

49.8K
Shares

$4.1 Million
0.01% of portfolio

About FIRST TR MULTI CAP VALUE ALPHA

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