Creative Planning First Tr Large Cap Value Transaction History

Creative Planning

  • $116 Billion
  • Q2 2025

A detailed history of Creative Planning transactions in First Tr Large Cap Value stock. As of the latest transaction made, Creative Planning holds 43,332 shares of FTA stock, worth $3.54 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
43,332
Previous 94,889 54.33%
Holding current value
$3.54 Million
Previous $7.28 Million 53.19%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$67.12 - $78.63 $3.46 Million - $4.05 Million
-51,557 Reduced 54.33%
43,332 $3.41 Million
Q1 2025

May 15, 2025
BUY
$74.42 - $80.34 $7.06 Million - $7.62 Million
94,889 New
94,889 $7.28 Million

Others Institutions Holding FTA

# of Institutions
224
Shares Held
10.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP VALUE

FTA Quotes by TradingView
  • Ticker FTA
  • Sector ETFs
  • Industry ETFs
More about FTA
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email