Epg Wealth Management LLC First Tr Large Cap Value Transaction History

Epg Wealth Management LLC

  • $359 Billion
  • Q1 2025

A detailed history of Epg Wealth Management LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Epg Wealth Management LLC holds 2,933 shares of FTA stock, worth $238,188. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,933
Previous 3,959 25.92%
Holding current value
$238,188
Previous $303 Million 25.66%
% of portfolio
0.06%
Previous 0.08%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$74.42 - $80.34 $76,354 - $82,428
-1,026 Reduced 25.92%
2,933 $225 Million
Q4 2024

Feb 14, 2025
BUY
$75.21 - $83.49 $1,128 - $1,252
15 Added 0.38%
3,959 $303 Million
Q3 2024

Nov 13, 2024
BUY
$72.76 - $79.13 $286,965 - $312,088
3,944 New
3,944 $312 Million
Q2 2024

Aug 13, 2024
SELL
$72.36 - $76.0 $285,749 - $300,124
-3,949 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$69.01 - $76.38 $690 - $763
10 Added 0.25%
3,949 $301,000
Q4 2023

Feb 14, 2024
BUY
$61.6 - $71.44 $1,047 - $1,214
17 Added 0.43%
3,939 $279,000
Q3 2023

Nov 13, 2023
BUY
$64.61 - $70.36 $1,033 - $1,125
16 Added 0.41%
3,922 $254,000
Q2 2023

Aug 15, 2023
BUY
$62.32 - $67.04 $685 - $737
11 Added 0.28%
3,906 $260,000
Q1 2023

May 15, 2023
BUY
$63.26 - $73.3 $632 - $733
10 Added 0.26%
3,895 $258,000
Q4 2022

Feb 14, 2023
BUY
$58.47 - $69.36 $1,169 - $1,387
20 Added 0.52%
3,885 $255,000
Q3 2022

Nov 15, 2022
BUY
$57.68 - $69.23 $222,933 - $267,573
3,865 New
3,865 $223,000
Q2 2022

Aug 15, 2022
SELL
$61.01 - $72.65 $226,957 - $270,258
-3,720 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$67.33 - $72.28 $605 - $650
9 Added 0.24%
3,720 $262,000
Q4 2021

Feb 14, 2022
BUY
$64.95 - $69.91 $714 - $769
11 Added 0.3%
3,711 $259,000
Q3 2021

Nov 15, 2021
SELL
$63.75 - $67.86 $25,053 - $26,668
-393 Reduced 9.6%
3,700 $238,000
Q2 2021

Aug 09, 2021
BUY
$63.99 - $68.35 $15,485 - $16,540
242 Added 6.28%
4,093 $269,000
Q1 2021

May 10, 2021
SELL
$54.05 - $64.23 $40,537 - $48,172
-750 Reduced 16.3%
3,851 $245,000
Q4 2020

Jan 29, 2021
SELL
$46.41 - $55.46 $36,199 - $43,258
-780 Reduced 14.5%
4,601 $253,000
Q3 2020

Nov 02, 2020
SELL
$43.38 - $49.25 $171,958 - $195,227
-3,964 Reduced 42.42%
5,381 $251,000
Q2 2020

Aug 06, 2020
SELL
$34.68 - $53.54 $22,160 - $34,212
-639 Reduced 6.4%
9,345 $425,000
Q1 2020

May 05, 2020
BUY
$31.41 - $57.08 $313,597 - $569,886
9,984 New
9,984 $367,000

Others Institutions Holding FTA

# of Institutions
220
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
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