Holistic Financial Partners First Tr Large Cap Value Transaction History

Holistic Financial Partners

  • $185 Million
  • Q1 2024

A detailed history of Holistic Financial Partners transactions in First Tr Large Cap Value stock. As of the latest transaction made, Holistic Financial Partners holds 132,163 shares of FTA stock, worth $9.73 Million. This represents 5.45% of its overall portfolio holdings.

Number of Shares
132,163
Previous 125,999 4.89%
Holding current value
$9.73 Million
Previous $8.93 Million 13.1%
% of portfolio
5.45%
Previous 5.38%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$69.01 - $76.38 $425,377 - $470,806
6,164 Added 4.89%
132,163 $10.1 Million
Q4 2023

Feb 12, 2024
SELL
$61.6 - $71.44 $438,776 - $508,867
-7,123 Reduced 5.35%
125,999 $8.93 Million
Q3 2023

Nov 08, 2023
BUY
$64.61 - $70.36 $1.38 Million - $1.5 Million
21,293 Added 19.04%
133,122 $8.62 Million
Q2 2023

Aug 09, 2023
BUY
$62.32 - $67.04 $433,373 - $466,196
6,954 Added 6.63%
111,829 $7.46 Million
Q1 2023

May 04, 2023
BUY
$63.26 - $73.3 $6.63 Million - $7.69 Million
104,875 New
104,875 $6.96 Million

Others Institutions Holding FTA

# of Institutions
203
Shares Held
11.5M
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
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