Great Valley Advisor Group, Inc. First Tr Large Cap Value Transaction History

Great Valley Advisor Group, Inc.

  • $4.08 Billion
  • Q2 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in First Tr Large Cap Value stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 11,322 shares of FTA stock, worth $934,970. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,322
Previous 9,943 13.87%
Holding current value
$934,970
Previous $762,000 16.8%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$67.12 - $78.63 $92,558 - $108,430
1,379 Added 13.87%
11,322 $890,000
Q1 2025

May 08, 2025
SELL
$74.42 - $80.34 $142,067 - $153,369
-1,909 Reduced 16.11%
9,943 $762,000
Q4 2024

Feb 24, 2025
SELL
$75.21 - $83.49 $43,320 - $48,090
-576 Reduced 4.63%
11,852 $906,000
Q3 2024

Nov 12, 2024
BUY
$72.76 - $79.13 $51,514 - $56,024
708 Added 6.04%
12,428 $983,000
Q2 2024

Jul 16, 2024
SELL
$72.36 - $76.0 $2,677 - $2,812
-37 Reduced 0.31%
11,720 $862,000
Q1 2024

May 03, 2024
SELL
$69.01 - $76.38 $29,743 - $32,919
-431 Reduced 3.54%
11,757 $897,000
Q4 2023

Feb 05, 2024
BUY
$61.6 - $71.44 $16,878 - $19,574
274 Added 2.3%
12,188 $863,000
Q3 2023

Nov 06, 2023
SELL
$64.61 - $70.36 $2,972 - $3,236
-46 Reduced 0.38%
11,914 $771,000
Q2 2023

Aug 10, 2023
BUY
$62.32 - $67.04 $13,959 - $15,016
224 Added 1.91%
11,960 $797,000
Q1 2023

May 02, 2023
BUY
$63.26 - $73.3 $13,853 - $16,052
219 Added 1.9%
11,736 $779,000
Q4 2022

Jan 31, 2023
BUY
$58.47 - $69.36 $25,142 - $29,824
430 Added 3.88%
11,517 $757,000
Q3 2022

Oct 21, 2022
SELL
$57.68 - $69.23 $36,569 - $43,891
-634 Reduced 5.41%
11,087 $639,000
Q2 2022

Jul 19, 2022
BUY
$61.01 - $72.65 $469,960 - $559,622
7,703 Added 191.71%
11,721 $728,000
Q1 2022

Apr 20, 2022
BUY
$67.33 - $72.28 $269 - $289
4 Added 0.1%
4,018 $281,000
Q3 2021

Oct 14, 2021
BUY
$63.75 - $67.86 $7,012 - $7,464
110 Added 2.82%
4,014 $259,000
Q1 2021

Apr 20, 2021
BUY
$54.05 - $64.23 $108 - $128
2 Added 0.05%
3,904 $249,000
Q4 2020

Jan 29, 2021
SELL
$46.41 - $55.46 $42,743 - $51,078
-921 Reduced 19.1%
3,902 $214,000
Q3 2020

Oct 21, 2020
SELL
$43.38 - $49.25 $26,201 - $29,747
-604 Reduced 11.13%
4,823 $225,000
Q2 2020

Jul 31, 2020
BUY
$34.68 - $53.54 $188,208 - $290,561
5,427 New
5,427 $247,000

Others Institutions Holding FTA

# of Institutions
226
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
Track This Portfolio

Track Great Valley Advisor Group, Inc. Portfolio

Follow Great Valley Advisor Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email