Foundations Investment Advisors, LLC First Tr Lge Cap Growth Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in First Tr Lge Cap Growth stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 2,228 shares of FTC stock, worth $291,712. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,228

Previous 3,015 26.1%

Holding current value

$291,712

Previous $396,000 22.73%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$130.13 - $149.09 $102,412 - $117,333	-787 Reduced 26.1%	2,228 $306,000
Q3 2024 Oct 21, 2024	BUY	$115.51 - $131.45 $38,926 - $44,298	337 Added 12.58%	3,015 $396,000
Q2 2024 Aug 02, 2024	SELL	$113.42 - $123.87 $11,455 - $12,510	-101 Reduced 3.63%	2,678 $328,000
Q1 2024 May 13, 2024	BUY	$106.19 - $123.93 $1,486 - $1,735	14 Added 0.51%	2,779 $342,000
Q4 2023 Feb 08, 2024	SELL	$91.56 - $110.04 $2,380 - $2,861	-26 Reduced 0.93%	2,765 $302,000
Q3 2023 Oct 05, 2023	SELL	$95.63 - $104.25 $81,668 - $89,029	-854 Reduced 23.43%	2,791 $270,000
Q2 2023 Jul 19, 2023	BUY	$90.91 - $101.29 $28,000 - $31,197	308 Added 9.23%	3,645 $369,000
Q1 2023 Apr 25, 2023	BUY	$88.58 - $96.32 $295,591 - $321,419	3,337 New	3,337 $310,000

Others Institutions Holding FTC

# of Institutions

209

Shares Held

5.79M

Call Options Held

Put Options Held

View Full List

About FIRST TR LGE CAP GROWTH

Ticker FTC
Sector ETFs
Industry ETFs

More about FTC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Account

Foundations Investment Advisors, LLC First Tr Lge Cap Growth Transaction History