A detailed history of American Institute For Advanced Investment Management, LLP transactions in First Tr Large Cap Value stock. As of the latest transaction made, American Institute For Advanced Investment Management, LLP holds 7,755 shares of FTA stock, worth $635,677. This represents 0.44% of its overall portfolio holdings.

Number of Shares
7,755
Previous 7,845 1.15%
Holding current value
$635,677
Previous $577,000 6.24%
% of portfolio
0.44%
Previous 0.45%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$72.76 - $79.13 $6,548 - $7,121
-90 Reduced 1.15%
7,755 $613,000
Q2 2024

Jul 23, 2024

SELL
$72.36 - $76.0 $23,517 - $24,700
-325 Reduced 3.98%
7,845 $577,000
Q1 2024

Apr 22, 2024

SELL
$69.01 - $76.38 $56,933 - $63,013
-825 Reduced 9.17%
8,170 $624,000
Q4 2023

Jan 23, 2024

BUY
$61.6 - $71.44 $78,540 - $91,086
1,275 Added 16.52%
8,995 $637,000
Q3 2023

Oct 31, 2023

BUY
$64.61 - $70.36 $192,214 - $209,321
2,975 Added 62.7%
7,720 $500,000
Q2 2023

Jul 26, 2023

BUY
$62.32 - $67.04 $295,708 - $318,104
4,745 New
4,745 $316,000

Others Institutions Holding FTA

About FIRST TR LARGE CAP VALUE


  • Ticker FTA
  • Sector ETFs
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