Gateway Wealth Partners, LLC First Tr Large Cap Value Transaction History

Gateway Wealth Partners, LLC

$331 Billion
Q2 2024

A detailed history of Gateway Wealth Partners, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 35,884 shares of FTA stock, worth $2.83 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

35,884

Previous 34,031 5.45%

Holding current value

$2.83 Million

Previous $2.6 Billion 1.61%

% of portfolio

0.8%

Previous 0.93%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 16, 2024	BUY	$72.36 - $76.0 $134,083 - $140,828	1,853 Added 5.45%	35,884 $2.64 Billion
Q1 2024 May 14, 2024	BUY	$69.01 - $76.38 $305,300 - $337,905	4,424 Added 14.94%	34,031 $2.6 Billion
Q4 2023 Feb 13, 2024	SELL	$61.6 - $71.44 $48,294 - $56,008	-784 Reduced 2.58%	29,607 $2.1 Billion
Q3 2023 Nov 14, 2023	BUY	$64.61 - $70.36 $494,912 - $538,957	7,660 Added 33.7%	30,391 $1.97 Billion
Q2 2023 Aug 14, 2023	BUY	$62.32 - $67.04 $577,955 - $621,728	9,274 Added 68.92%	22,731 $1.52 Billion
Q1 2023 May 10, 2023	BUY	$63.26 - $73.3 $264,237 - $306,174	4,177 Added 45.01%	13,457 $893 Million
Q4 2022 Feb 15, 2023	BUY	$58.47 - $69.36 $542,601 - $643,660	9,280 New	9,280 $611 Million

Others Institutions Holding FTA

# of Institutions

204

Shares Held

11.3M

Call Options Held

Put Options Held

View Full List

About FIRST TR LARGE CAP VALUE

Ticker FTA
Sector ETFs
Industry ETFs

More about FTA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gateway Wealth Partners, LLC with notifications on news.

Account

Gateway Wealth Partners, LLC First Tr Large Cap Value Transaction History