Captrust Financial Advisors First Tr Multi Cap Value Alpha Transaction History

Captrust Financial Advisors

$30.9 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 16, 2021	BUY	$68.18 - $73.11 $13,636 - $14,622	200 New	200 $14,000

Others Institutions Holding FAB

# of Institutions

68

Shares Held

982K

Call Options Held

0

Put Options Held

0

Janney Montgomery Scott LLC

118K
Shares

$10.3 Million
0.03% of portfolio
Morgan Stanley New York, NY

94.5K
Shares

$8.24 Million
0.0% of portfolio
Stifel Financial Corp St. Louis, MO

75.3K
Shares

$6.56 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

72.9K
Shares

$6.35 Million
0.01% of portfolio
International Assets Investment Management, LLC Orlando, FL

66.5K
Shares

$5.79 Million
0.0% of portfolio

About FIRST TR MULTI CAP VALUE ALPHA

Ticker FAB
Sector ETFs
Industry ETFs

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