Blue Chip Wealth Advisors LLC First Tr Large Cap Value Transaction History

Blue Chip Wealth Advisors LLC

  • $234 Billion
  • Q3 2025

A detailed history of Blue Chip Wealth Advisors LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 5,068 shares of FTA stock, worth $423,938. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,068
Previous 5,613 9.71%
Holding current value
$423,938
Previous $441 Million 4.32%
% of portfolio
0.18%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$78.13 - $83.78 $42,580 - $45,660
-545 Reduced 9.71%
5,068 $422 Million
Q1 2025

May 06, 2025
SELL
$74.42 - $80.34 $3,125 - $3,374
-42 Reduced 0.74%
5,613 $431 Million
Q4 2024

Feb 12, 2025
BUY
$75.21 - $83.49 $212,693 - $236,109
2,828 Added 100.04%
5,655 $432 Million
Q3 2024

Nov 14, 2024
SELL
$72.76 - $79.13 $43,656 - $47,478
-600 Reduced 17.51%
2,827 $224 Million
Q2 2024

Aug 12, 2024
SELL
$72.36 - $76.0 $42,981 - $45,144
-594 Reduced 14.77%
3,427 $252 Million
Q4 2023

Mar 15, 2024
BUY
$61.6 - $71.44 $247,693 - $287,260
4,021 New
4,021 $285 Million

Others Institutions Holding FTA

# of Institutions
227
Shares Held
10.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP VALUE

FTA Quotes by TradingView
  • Ticker FTA
  • Sector ETFs
  • Industry ETFs
More about FTA
Track This Portfolio

Track Blue Chip Wealth Advisors LLC Portfolio

Follow Blue Chip Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Chip Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Chip Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email