A detailed history of Key Client Fiduciary Advisors, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 3,600 shares of FTA stock, worth $297,792. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,600
Previous 3,600 -0.0%
Holding current value
$297,792
Previous $264,000 7.58%
% of portfolio
0.14%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$72.36 - $76.0 $14,472 - $15,200
-200 Reduced 5.26%
3,600 $264,000
Q4 2023

Jan 09, 2024

SELL
$61.6 - $71.44 $55,440 - $64,296
-900 Reduced 19.15%
3,800 $269,000
Q3 2023

Nov 14, 2023

SELL
$64.61 - $70.36 $19,383 - $21,108
-300 Reduced 6.0%
4,700 $304,000
Q2 2022

Jul 19, 2022

SELL
$61.01 - $72.65 $42,707 - $50,855
-700 Reduced 12.28%
5,000 $311,000
Q4 2021

Mar 01, 2022

BUY
$64.95 - $69.91 $370,215 - $398,487
5,700 New
5,700 $398,000

Others Institutions Holding FTA

About FIRST TR LARGE CAP VALUE


  • Ticker FTA
  • Sector ETFs
  • Industry ETFs
More about FTA
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