C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors First Tr Large Cap Value Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.23 Trillion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$75.21 - $83.49 $1.1 Million - $1.23 Million	14,687 New	14,687 $671 Million

Others Institutions Holding FTA

# of Institutions

214

Shares Held

11.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.06M
Shares

$162 Million
0.01% of portfolio
Ubs Group Ag

878K
Shares

$69 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

797K
Shares

$62.7 Million
0.03% of portfolio
Envestnet Asset Management Inc

545K
Shares

$42.8 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

452K
Shares

$35.5 Million
0.01% of portfolio

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About FIRST TR LARGE CAP VALUE

Ticker FTA
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