Creative Planning First Tr Large Cap Value Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in First Tr Large Cap Value stock. As of the latest transaction made, Creative Planning holds 94,889 shares of FTA stock, worth $6.98 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

94,889

Holding current value

$6.98 Million

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

218

Shares Held

11.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.14M
Shares

$157 Million
0.01% of portfolio
Ubs Group Ag

955K
Shares

$70.2 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

865K
Shares

$63.6 Million
0.03% of portfolio
Envestnet Asset Management Inc

422K
Shares

$31 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

302K
Shares

$22.2 Million
0.0% of portfolio

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About FIRST TR LARGE CAP VALUE

Ticker FTA
Sector ETFs
Industry ETFs

More about FTA

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