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

211

Shares Held

11.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.06M
Shares

$160 Million
0.01% of portfolio
Ubs Group Ag

878K
Shares

$68 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

797K
Shares

$61.7 Million
0.03% of portfolio
Envestnet Asset Management Inc

545K
Shares

$42.2 Million
0.01% of portfolio
Kaydan Wealth Management, Inc. Fenton, MI

374K
Shares

$29 Million
8.74% of portfolio

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 Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.

Account