Avantax Advisory Services, Inc. First Tr Large Cap Value Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in First Tr Large Cap Value stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 85,016 shares of FTA stock, worth $6.75 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

85,016

Previous 104,583 18.71%

Holding current value

$6.75 Million

Previous $8.02 Million 16.69%

% of portfolio

0.04%

Previous 0.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$67.12 - $78.63 $1.31 Million - $1.54 Million	-19,567 Reduced 18.71%	85,016 $6.68 Million
Q1 2025 May 06, 2025	SELL	$74.42 - $80.34 $1.38 Million - $1.49 Million	-18,604 Reduced 15.1%	104,583 $8.02 Million
Q4 2024 Feb 07, 2025	SELL	$75.21 - $83.49 $15,418 - $17,115	-205 Reduced 0.17%	123,187 $9.42 Million
Q3 2024 Nov 13, 2024	BUY	$72.76 - $79.13 $256,915 - $279,408	3,531 Added 2.95%	123,392 $9.76 Million
Q2 2024 Aug 09, 2024	SELL	$72.36 - $76.0 $1.99 Million - $2.09 Million	-27,508 Reduced 18.67%	119,861 $8.82 Million
Q1 2024 May 08, 2024	BUY	$69.01 - $76.38 $670,294 - $741,878	9,713 Added 7.06%	147,369 $11.3 Million
Q4 2023 Feb 07, 2024	SELL	$61.6 - $71.44 $538,260 - $624,242	-8,738 Reduced 5.97%	137,656 $9.75 Million
Q3 2023 Nov 07, 2023	BUY	$64.61 - $70.36 $1,421 - $1,547	22 Added 0.02%	146,394 $9.48 Million
Q2 2023 Aug 11, 2023	BUY	$62.32 - $67.04 $451,196 - $485,369	7,240 Added 5.2%	146,372 $9.76 Million
Q1 2023 Apr 28, 2023	SELL	$63.26 - $73.3 $89,449 - $103,646	-1,414 Reduced 1.01%	139,132 $9.24 Million
Q4 2022 Feb 13, 2023	BUY	$58.47 - $69.36 $805,014 - $954,948	13,768 Added 10.86%	140,546 $9.25 Million
Q3 2022 Nov 01, 2022	SELL	$57.68 - $69.23 $205,975 - $247,220	-3,571 Reduced 2.74%	126,778 $7.31 Million
Q2 2022 Aug 02, 2022	SELL	$61.01 - $72.65 $235,620 - $280,574	-3,862 Reduced 2.88%	130,349 $8.1 Million
Q1 2022 Apr 27, 2022	BUY	$67.33 - $72.28 $129,610 - $139,139	1,925 Added 1.46%	134,211 $9.46 Million
Q4 2021 Jan 24, 2022	BUY	$64.95 - $69.91 $1.33 Million - $1.43 Million	20,433 Added 18.27%	132,286 $9.24 Million
Q3 2021 Oct 21, 2021	BUY	$63.75 - $67.86 $148,091 - $157,638	2,323 Added 2.12%	111,853 $7.21 Million
Q2 2021 Jul 29, 2021	SELL	$63.99 - $68.35 $96,240 - $102,798	-1,504 Reduced 1.35%	109,530 $7.2 Million
Q1 2021 May 13, 2021	BUY	$54.05 - $64.23 $863,719 - $1.03 Million	15,980 Added 16.81%	111,034 $7.07 Million
Q4 2020 Jan 22, 2021	BUY	$46.41 - $55.46 $1.36 Million - $1.62 Million	29,242 Added 44.43%	95,054 $5.23 Million
Q3 2020 Oct 14, 2020	BUY	$43.38 - $49.25 $841,485 - $955,351	19,398 Added 41.79%	65,812 $3.08 Million
Q2 2020 Aug 06, 2020	SELL	$34.68 - $53.54 $453,267 - $699,767	-13,070 Reduced 21.97%	46,414 $2.11 Million
Q1 2020 Apr 30, 2020	BUY	$31.41 - $57.08 $520,212 - $945,358	16,562 Added 38.59%	59,484 $2.19 Million
Q4 2019 Feb 14, 2020	BUY	$48.87 - $56.67 $2.1 Million - $2.43 Million	42,922 New	42,922 $2.43 Million

Others Institutions Holding FTA

# of Institutions

223

Shares Held

10.8M

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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. First Tr Large Cap Value Transaction History