J.W. Cole Advisors, Inc. First Tr Large Cap Value Transaction History

J.W. Cole Advisors, Inc.

$4.58 Billion
Q2 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in First Tr Large Cap Value stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 3,183 shares of FTA stock, worth $262,852. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,183

Holding current value

$262,852

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$67.12 - $78.63 $213,642 - $250,279	3,183 New	3,183 $250,000

Others Institutions Holding FTA

# of Institutions

227

Shares Held

10.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.07M
Shares

$171 Million
0.01% of portfolio
Ubs Group Ag

974K
Shares

$80.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

872K
Shares

$72 Million
0.02% of portfolio
Envestnet Asset Management Inc

415K
Shares

$34.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

343K
Shares

$28.3 Million
0.0% 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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J.W. Cole Advisors, Inc. First Tr Large Cap Value Transaction History