Kingsview Wealth Management, LLC First Tr Lge Cap Growth Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in First Tr Lge Cap Growth stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 138,056 shares of FTC stock, worth $20.5 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

138,056

Previous 156,461 11.76%

Holding current value

$20.5 Million

Previous $20.6 Million 7.58%

% of portfolio

0.4%

Previous 0.46%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$130.13 - $149.09 $2.4 Million - $2.74 Million	-18,405 Reduced 11.76%	138,056 $19 Million
Q3 2024 Nov 12, 2024	SELL	$115.51 - $131.45 $2.83 Million - $3.22 Million	-24,460 Reduced 13.52%	156,461 $20.6 Million
Q2 2024 Aug 14, 2024	BUY	$113.42 - $123.87 $4,423 - $4,830	39 Added 0.02%	180,921 $22.2 Million
Q1 2024 May 09, 2024	BUY	$106.19 - $123.93 $1.46 Million - $1.7 Million	13,733 Added 8.22%	180,882 $22.3 Million
Q4 2023 Feb 08, 2024	BUY	$91.56 - $110.04 $4.04 Million - $4.85 Million	44,110 Added 35.85%	167,149 $18.3 Million
Q3 2023 Nov 07, 2023	BUY	$95.63 - $104.25 $3.95 Million - $4.31 Million	41,334 Added 50.59%	123,039 $11.9 Million
Q2 2023 Aug 10, 2023	SELL	$90.91 - $101.29 $54,000 - $60,166	-594 Reduced 0.72%	81,705 $8.28 Million
Q1 2023 May 15, 2023	BUY	$88.58 - $96.32 $448,834 - $488,053	5,067 Added 6.56%	82,299 $7.66 Million
Q4 2022 Feb 13, 2023	BUY	$85.68 - $98.48 $331,667 - $381,216	3,871 Added 5.28%	77,232 $7.06 Million
Q3 2022 Nov 14, 2022	BUY	$85.55 - $100.9 $976,809 - $1.15 Million	11,418 Added 18.43%	73,361 $6.28 Million
Q2 2022 Aug 16, 2022	BUY	$85.37 - $107.56 $1.06 Million - $1.33 Million	12,387 Added 25.0%	61,943 $5.46 Million
Q1 2022 Feb 08, 2024	SELL	$97.1 - $118.68 $11.4 Million - $13.9 Million	-117,252 Reduced 70.15%	49,897 $5.32 Million
Q4 2021 Feb 17, 2022	BUY	$109.29 - $124.15 $271,694 - $308,636	2,486 Added 5.28%	49,556 $5.96 Million
Q3 2021 Dec 03, 2021	BUY	$107.61 - $119.12 $411,177 - $455,157	3,821 Added 8.83%	47,070 $5.23 Million
Q2 2021 Aug 17, 2021	BUY	$96.28 - $110.18 $1.12 Million - $1.28 Million	11,602 Added 36.66%	43,249 $4.75 Million
Q1 2021 May 24, 2021	BUY	$91.91 - $106.03 $1.05 Million - $1.22 Million	11,472 Added 56.86%	31,647 $3.15 Million
Q4 2020 Feb 16, 2021	BUY	$82.44 - $98.61 $939,156 - $1.12 Million	11,392 Added 129.71%	20,175 $1.95 Million
Q3 2020 Nov 19, 2020	BUY	$77.47 - $88.68 $223,113 - $255,398	2,880 Added 48.79%	8,783 $738,000
Q2 2020 Aug 14, 2020	SELL	$56.72 - $77.0 $1.01 Million - $1.37 Million	-17,731 Reduced 75.02%	5,903 $452,000
Q4 2019 Jan 30, 2020	BUY	$68.07 - $73.17 $1.61 Million - $1.73 Million	23,634 New	23,634 $1.45 Million
Q2 2019 Jan 29, 2020	SELL	$65.23 - $70.9 $1.69 Million - $1.84 Million	-25,936 Closed	0 $0
Q1 2019 Jan 29, 2020	SELL	$55.66 - $67.1 $26,939 - $32,476	-484 Reduced 1.83%	25,936 $1.74 Million
Q4 2018 Jan 29, 2020	SELL	$53.12 - $70.6 $442,436 - $588,027	-8,329 Reduced 23.97%	26,420 $1.51 Million
Q3 2018 Jan 29, 2020	BUY	$65.74 - $70.61 $330,606 - $355,097	5,029 Added 16.92%	34,749 $2.45 Million
Q2 2018 Jan 29, 2020	BUY	$61.95 - $68.94 $140,007 - $155,804	2,260 Added 8.23%	29,720 $1.96 Million
Q1 2018 Jan 29, 2020	BUY	$60.27 - $67.24 $230,593 - $257,260	3,826 Added 16.19%	27,460 $1.75 Million
Q4 2017 Jan 29, 2020	BUY	$57.71 - $61.61 $312,384 - $333,494	5,413 Added 29.71%	23,634 $1.45 Million
Q3 2017 Jan 29, 2020	BUY	$56.36 - $57.46 $1.03 Million - $1.05 Million	18,221	18,221 $1.05 Million

Others Institutions Holding FTC

# of Institutions

206

Shares Held

5.78M

Call Options Held

Put Options Held

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About FIRST TR LGE CAP GROWTH

Ticker FTC
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Kingsview Wealth Management, LLC First Tr Lge Cap Growth Transaction History