Certified Advisory Corp First Tr Multi Cap Growth Alph Transaction History

Certified Advisory Corp

$910 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$104.49 - $119.86 $11,911 - $13,664	-114 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$72.15 - $76.9 $72 - $76	1 Added 0.88%	114 $8,000
Q2 2018 Aug 14, 2018	BUY	$65.75 - $74.94 $7,429 - $8,468	113 New	113 $8,000

Others Institutions Holding FAD

# of Institutions

77

Shares Held

1.03M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

96.5K
Shares

$12.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

89K
Shares

$11.4 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

83.1K
Shares

$10.7 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

81.8K
Shares

$10.5 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

63K
Shares

$8.09 Million
0.01% of portfolio

About FIRST TR MULTI CAP GROWTH ALPH

Ticker FAD
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