Clearstead Advisors, LLC First Tr Multi Cap Value Alpha Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$77.31 - $81.97 $224,972 - $238,532	2,910 New	2,910 $229,000

Others Institutions Holding FAB

# of Institutions

66

Shares Held

864K

Call Options Held

0

Put Options Held

0

Janney Montgomery Scott LLC

118K
Shares

$10.5 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

73.7K
Shares

$6.58 Million
0.01% of portfolio
Morgan Stanley New York, NY

69K
Shares

$6.17 Million
0.0% of portfolio
International Assets Investment Management, LLC Orlando, FL

66.5K
Shares

$5.94 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

49.8K
Shares

$4.45 Million
0.01% of portfolio

About FIRST TR MULTI CAP VALUE ALPHA

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