Fsb Premier Wealth Management, Inc. First Tr Large Cap Value Transaction History

Fsb Premier Wealth Management, Inc.

$236 Million
Q4 2024

A detailed history of Fsb Premier Wealth Management, Inc. transactions in First Tr Large Cap Value stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 30,871 shares of FTA stock, worth $2.4 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

30,871

Previous 32,273 4.34%

Holding current value

$2.4 Million

Previous $2.55 Million 7.56%

% of portfolio

1.0%

Previous 1.09%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$75.21 - $83.49 $105,444 - $117,052	-1,402 Reduced 4.34%	30,871 $2.36 Million
Q3 2024 Nov 14, 2024	SELL	$72.76 - $79.13 $812,074 - $883,169	-11,161 Reduced 25.7%	32,273 $2.55 Million
Q2 2024 Aug 02, 2024	SELL	$72.36 - $76.0 $777,652 - $816,772	-10,747 Reduced 19.84%	43,434 $3.2 Million
Q1 2024 May 10, 2024	SELL	$69.01 - $76.38 $158,653 - $175,597	-2,299 Reduced 4.07%	54,181 $4.14 Million
Q4 2023 Feb 08, 2024	SELL	$61.6 - $71.44 $117,163 - $135,878	-1,902 Reduced 3.26%	56,480 $4 Million
Q3 2023 Nov 14, 2023	BUY	$64.61 - $70.36 $72,750 - $79,225	1,126 Added 1.97%	58,382 $3.78 Million
Q2 2023 Aug 11, 2023	BUY	$62.32 - $67.04 $49,108 - $52,827	788 Added 1.4%	57,256 $3.82 Million
Q1 2023 May 04, 2023	SELL	$63.26 - $73.3 $384,494 - $445,517	-6,078 Reduced 9.72%	56,468 $3.75 Million
Q4 2022 Feb 06, 2023	SELL	$58.47 - $69.36 $81,799 - $97,034	-1,399 Reduced 2.19%	62,546 $4.12 Million
Q3 2022 Nov 23, 2022	SELL	$57.68 - $69.23 $238,449 - $286,196	-4,134 Reduced 6.07%	63,945 $3.69 Million
Q2 2022 Aug 01, 2022	SELL	$61.01 - $72.65 $42,829 - $51,000	-702 Reduced 1.02%	68,079 $4.23 Million
Q1 2022 May 02, 2022	BUY	$67.33 - $72.28 $59,923 - $64,329	890 Added 1.31%	68,781 $4.78 Million
Q1 2022 Apr 14, 2022	BUY	$67.33 - $72.28 $475,888 - $510,875	7,068 Added 11.62%	67,891 $4.79 Million
Q4 2021 Feb 03, 2022	SELL	$64.95 - $69.91 $58,130 - $62,569	-895 Reduced 1.45%	60,823 $4.25 Million
Q3 2021 Feb 23, 2022	BUY	$63.75 - $67.86 $3.59 Million - $3.83 Million	56,380 Added 1056.2%	61,718 $3.98 Million
Q2 2021 Feb 22, 2022	BUY	$63.99 - $68.35 $7,998 - $8,543	125 Added 2.4%	5,338 $350,000
Q1 2021 Feb 22, 2022	BUY	$54.05 - $64.23 $14,053 - $16,699	260 Added 5.25%	5,213 $331,000
Q4 2020 Feb 16, 2022	BUY	$46.41 - $55.46 $229,868 - $274,693	4,953 New	4,953 $272,000

Others Institutions Holding FTA

# of Institutions

224

Shares Held

11.8M

Call Options Held

Put Options Held

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About FIRST TR LARGE CAP VALUE

Ticker FTA
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Fsb Premier Wealth Management, Inc. First Tr Large Cap Value Transaction History