American Institute For Advanced Investment Management, LLP First Tr Large Cap Value Transaction History

American Institute For Advanced Investment Management, LLP

$133 Million
Q4 2024

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 7,825 shares of FTA stock, worth $557,218. This represents 0.45% of its overall portfolio holdings.

Number of Shares

7,825

Previous 7,755 0.9%

Holding current value

$557,218

Previous $613,000 2.45%

% of portfolio

0.45%

Previous 0.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$75.21 - $83.49 $5,264 - $5,844	70 Added 0.9%	7,825 $598,000
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

# of Institutions

228

Shares Held

11.8M

Call Options Held

Put Options Held

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About FIRST TR LARGE CAP VALUE

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American Institute For Advanced Investment Management, LLP First Tr Large Cap Value Transaction History