Comprehensive Financial Consultants Institutional, Inc. First Tr Large Cap Value Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$259 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$67.33 - $72.28 $73,861 - $79,291	-1,097 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$64.95 - $69.91 $71,250 - $76,691	1,097 New	1,097 $76,000

Others Institutions Holding FTA

# of Institutions

211

Shares Held

11.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.06M
Shares

$167 Million
0.01% of portfolio
Ubs Group Ag

878K
Shares

$71 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

797K
Shares

$64.4 Million
0.03% of portfolio
Envestnet Asset Management Inc

545K
Shares

$44.1 Million
0.01% of portfolio
Kaydan Wealth Management, Inc. Fenton, MI

374K
Shares

$30.2 Million
8.74% of portfolio

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About FIRST TR LARGE CAP VALUE

Ticker FTA
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