Hbw Advisory Services LLC First Tr Large Cap Value Transaction History

Hbw Advisory Services LLC

$649 Million
Q4 2024

A detailed history of Hbw Advisory Services LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Hbw Advisory Services LLC holds 8,568 shares of FTA stock, worth $649,882. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,568

Holding current value

$649,882

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 10, 2025	BUY	$75.21 - $83.49 $644,399 - $715,342	8,568 New	8,568 $655,000

Others Institutions Holding FTA

# of Institutions

212

Shares Held

11M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.06M
Shares

$156 Million
0.01% of portfolio
Ubs Group Ag

878K
Shares

$66.6 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

797K
Shares

$60.5 Million
0.03% of portfolio
Envestnet Asset Management Inc

545K
Shares

$41.3 Million
0.01% of portfolio
Kaydan Wealth Management, Inc. Fenton, MI

374K
Shares

$28.4 Million
8.74% of portfolio

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About FIRST TR LARGE CAP VALUE

Ticker FTA
Sector ETFs
Industry ETFs

More about FTA

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Hbw Advisory Services LLC First Tr Large Cap Value Transaction History