Creative Planning First Tr Multi Cap Value Alpha Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in First Tr Multi Cap Value Alpha stock. As of the latest transaction made, Creative Planning holds 7,257 shares of FAB stock, worth $548,411. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,257

Holding current value

$548,411

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$77.33 - $86.01 $561,183 - $624,174	7,257 New	7,257 $577,000

Others Institutions Holding FAB

# of Institutions

Shares Held

776K

Call Options Held

Put Options Held

Morgan Stanley New York, NY

66.4K
Shares

$5.01 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

59.7K
Shares

$4.51 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

50.4K
Shares

$3.81 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

49.8K
Shares

$3.77 Million
0.01% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

45.8K
Shares

$3.46 Million
0.0% of portfolio

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About FIRST TR MULTI CAP VALUE ALPHA

Ticker FAB
Sector ETFs
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