Disciplined Investments, LLC First Tr Multi Cap Value Alpha Transaction History

Disciplined Investments, LLC

$197 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 12, 2021	SELL	$46.81 - $58.47 $9,502 - $11,869	-203 Closed	0 $0
Q3 2020 Nov 05, 2020	BUY	$43.53 - $50.21 $8,836 - $10,192	203 New	203 $9,000

Others Institutions Holding FAB

# of Institutions

70

Shares Held

881K

Call Options Held

0

Put Options Held

0

Janney Montgomery Scott LLC

116K
Shares

$9.36 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

73.1K
Shares

$5.88 Million
0.02% of portfolio
Morgan Stanley New York, NY

67.3K
Shares

$5.41 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

60.2K
Shares

$4.84 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

49.8K
Shares

$4.01 Million
0.01% of portfolio

About FIRST TR MULTI CAP VALUE ALPHA

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