Iht Wealth Management, LLC First Tr Large Cap Value Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Iht Wealth Management, LLC holds 240,535 shares of FTA stock, worth $19.7 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
240,535
Previous 296,301 18.82%
Holding current value
$19.7 Million
Previous $22.7 Million 16.8%
% of portfolio
0.55%
Previous 0.74%

Shares

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

Aug 14, 2025
SELL
$67.12 - $78.63 $3.74 Million - $4.38 Million
-55,766 Reduced 18.82%
240,535 $18.9 Million
Q1 2025

May 15, 2025
SELL
$74.42 - $80.34 $368,751 - $398,084
-4,955 Reduced 1.64%
296,301 $22.7 Million
Q4 2024

Feb 14, 2025
BUY
$75.21 - $83.49 $18.6 Million - $20.6 Million
247,227 Added 457.58%
301,256 $23 Million
Q3 2024

Nov 14, 2024
SELL
$72.76 - $79.13 $61,336 - $66,706
-843 Reduced 1.54%
54,029 $4.28 Million
Q2 2024

Aug 14, 2024
SELL
$72.36 - $76.0 $153,909 - $161,652
-2,127 Reduced 3.73%
54,872 $4.04 Million
Q1 2024

May 15, 2024
BUY
$69.01 - $76.38 $240,292 - $265,955
3,482 Added 6.51%
56,999 $4.35 Million
Q4 2023

Feb 14, 2024
SELL
$61.6 - $71.44 $104,104 - $120,733
-1,690 Reduced 3.06%
53,517 $3.79 Million
Q3 2023

Nov 14, 2023
SELL
$64.61 - $70.36 $217,929 - $237,324
-3,373 Reduced 5.76%
55,207 $3.58 Million
Q2 2023

Aug 14, 2023
SELL
$62.32 - $67.04 $221,734 - $238,528
-3,558 Reduced 5.73%
58,580 $3.91 Million
Q1 2023

May 15, 2023
BUY
$63.26 - $73.3 $125,318 - $145,207
1,981 Added 3.29%
62,138 $4.13 Million
Q4 2022

Feb 14, 2023
SELL
$58.47 - $69.36 $347,370 - $412,067
-5,941 Reduced 8.99%
60,157 $3.96 Million
Q3 2022

Nov 22, 2022
BUY
$57.68 - $69.23 $19,553 - $23,468
339 Added 0.52%
66,098 $3.81 Million
Q2 2022

Aug 15, 2022
BUY
$61.01 - $72.65 $340,374 - $405,314
5,579 Added 9.27%
65,759 $4.08 Million
Q1 2022

May 16, 2022
BUY
$67.33 - $72.28 $193,439 - $207,660
2,873 Added 5.01%
60,180 $4.24 Million
Q4 2021

Feb 14, 2022
BUY
$64.95 - $69.91 $188,549 - $202,948
2,903 Added 5.34%
57,307 $4.01 Million
Q3 2021

Nov 15, 2021
SELL
$63.75 - $67.86 $234,600 - $249,724
-3,680 Reduced 6.34%
54,404 $3.51 Million
Q2 2021

Aug 16, 2021
BUY
$63.99 - $68.35 $165,286 - $176,548
2,583 Added 4.65%
58,084 $3.81 Million
Q1 2021

May 18, 2021
BUY
$54.05 - $64.23 $1.95 Million - $2.31 Million
35,990 Added 184.46%
55,501 $3.53 Million
Q4 2020

Feb 17, 2021
BUY
$46.41 - $55.46 $296,791 - $354,666
6,395 Added 48.76%
19,511 $1.07 Million
Q3 2020

Nov 19, 2020
SELL
$43.38 - $49.25 $29,411 - $33,391
-678 Reduced 4.92%
13,116 $612,000
Q2 2020

Aug 14, 2020
SELL
$34.68 - $53.54 $18,623 - $28,750
-537 Reduced 3.75%
13,794 $627,000
Q1 2020

May 13, 2020
SELL
$31.41 - $57.08 $113,641 - $206,515
-3,618 Reduced 20.16%
14,331 $527,000
Q4 2019

Feb 18, 2020
SELL
$48.87 - $56.67 $63,188 - $73,274
-1,293 Reduced 6.72%
17,949 $1.01 Million
Q3 2019

Nov 15, 2019
SELL
$47.83 - $53.48 $619,015 - $692,138
-12,942 Reduced 40.21%
19,242 $992,000
Q2 2019

Aug 12, 2019
BUY
$48.25 - $53.8 $43,907 - $48,958
910 Added 2.91%
32,184 $1.68 Million
Q1 2019

May 16, 2019
BUY
$45.74 - $52.6 $255,091 - $293,350
5,577 Added 21.7%
31,274 $1.61 Million
Q4 2018

Feb 15, 2019
BUY
$43.92 - $54.36 $467,660 - $578,825
10,648 Added 70.76%
25,697 $1.19 Million
Q3 2018

Nov 14, 2018
SELL
$52.28 - $55.43 $20,912 - $22,172
-400 Reduced 2.59%
15,049 $815,000
Q2 2018

Aug 13, 2018
SELL
$51.57 - $53.83 $1,650 - $1,722
-32 Reduced 0.21%
15,449 $808,000
Q1 2018

May 15, 2018
SELL
$51.51 - $57.69 $9,117 - $10,211
-177 Reduced 1.13%
15,481 $798,000
Q4 2017

Feb 14, 2018
BUY
$51.31 - $54.99 $9,748 - $10,448
190 Added 1.23%
15,658 $870,000
Q3 2017

Nov 14, 2017
BUY
$50.91 - $51.11 $787,475 - $790,569
15,468
15,468 $794,000

Others Institutions Holding FTA

# of Institutions
222
Shares Held
10.6M
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 Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC 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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email