Clearstead Advisors, LLC First Tr Lge Cap Growth Transaction History

Clearstead Advisors, LLC

$6.94 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	$77.47 - $88.68 $37,960 - $43,453	-490 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$51.89 - $79.41 $25,426 - $38,910	490 New	490 $29,000

Others Institutions Holding FTC

# of Institutions

218

Shares Held

5.75M

Call Options Held

12.8K

Put Options Held

100

Morgan Stanley New York, NY

785K
Shares

$128 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

671K
Shares

$109 Million
0.04% of portfolio
Janney Montgomery Scott LLC

443K
Shares

$72.3 Million
0.17% of portfolio
Wells Fargo & Company San Francisco, CA

427K
Shares

$69.6 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

268K
Shares

$43.7 Million
0.01% of portfolio

About FIRST TR LGE CAP GROWTH

Ticker FTC
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