Householder Group Estate & Retirement Specialist, LLC First Tr Large Cap Value Transaction History

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	SELL	$61.01 - $72.65 $950,169 - $1.13 Million	-15,574 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$67.33 - $72.28 $1.05 Million - $1.13 Million	15,574 New	15,574 $1.1 Million

Others Institutions Holding FTA

# of Institutions

209

Shares Held

11.5M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.11M
Shares

$164 Million
0.01% of portfolio
Ubs Group Ag

979K
Shares

$76 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

803K
Shares

$62.4 Million
0.03% of portfolio
Envestnet Asset Management Inc

545K
Shares

$42.4 Million
0.01% of portfolio
Kaydan Wealth Management, Inc. Fenton, MI

374K
Shares

$29.1 Million
8.74% of portfolio

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About FIRST TR LARGE CAP VALUE

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