Beacon Pointe Advisors, LLC First Tr Large Cap Value Transaction History

Beacon Pointe Advisors, LLC

$11.3 Billion
Q3 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 3,374 shares of FTA stock, worth $282,235. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,374

Holding current value

$282,235

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 13, 2025	BUY	$78.13 - $83.78 $263,610 - $282,673	3,374 New	3,374 $281,000

Others Institutions Holding FTA

# of Institutions

227

Shares Held

10.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.05M
Shares

$172 Million
0.01% of portfolio
Ubs Group Ag

969K
Shares

$81.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

924K
Shares

$77.3 Million
0.02% of portfolio
Envestnet Asset Management Inc

407K
Shares

$34 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

346K
Shares

$29 Million
0.0% 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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Beacon Pointe Advisors, LLC First Tr Large Cap Value Transaction History