Calton & Associates, Inc. First Tr Large Cap Core Alphde Transaction History

Calton & Associates, Inc.

$211 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	$56.53 - $62.78 $40,362 - $44,824	-714 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$55.16 - $58.97 $39,384 - $42,104	714	714 $44,000

Others Institutions Holding FEX

# of Institutions

232

Shares Held

8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.2M
Shares

$123 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

957K
Shares

$98 Million
0.04% of portfolio
Janney Montgomery Scott LLC

509K
Shares

$52.2 Million
0.15% of portfolio
Wells Fargo & Company San Francisco, CA

469K
Shares

$48 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

288K
Shares

$29.5 Million
0.01% of portfolio

About FIRST TR LARGE CAP CORE ALPHDE

Ticker FEX
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