Key Client Fiduciary Advisors, LLC First Tr Large Cap Value Transaction History

Key Client Fiduciary Advisors, LLC

  • $218 Million
  • Q2 2025

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 2,800 shares of FTA stock, worth $224,279. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,800
Previous 3,600 22.22%
Holding current value
$224,279
Previous $273,000 19.41%
% of portfolio
0.1%
Previous 0.14%

Shares

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

Jul 09, 2025
SELL
$67.12 - $78.63 $53,696 - $62,904
-800 Reduced 22.22%
2,800 $220,000
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

# of Institutions
218
Shares Held
10.8M
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
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