Calton & Associates, Inc. First Tr Lge Cap Growth Transaction History

Calton & Associates, Inc.

$542 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	$60.27 - $67.24 $100,891 - $112,559	-1,674 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$57.71 - $61.61 $96,606 - $103,135	1,674	1,674 $110,000

Others Institutions Holding FTC

# of Institutions

220

Shares Held

5.74M

Call Options Held

12.3K

Put Options Held

100

Morgan Stanley New York, NY

785K
Shares

$127 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

671K
Shares

$108 Million
0.04% of portfolio
Janney Montgomery Scott LLC

442K
Shares

$71.2 Million
0.17% of portfolio
Wells Fargo & Company San Francisco, CA

427K
Shares

$68.9 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

268K
Shares

$43.3 Million
0.01% of portfolio

About FIRST TR LGE CAP GROWTH

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