Midwest Heritage Bank, Fsb First Tr Large Cap Value Transaction History

Midwest Heritage Bank, Fsb

$227 Million
Q1 2025

A detailed history of Midwest Heritage Bank, Fsb transactions in First Tr Large Cap Value stock. As of the latest transaction made, Midwest Heritage Bank, Fsb holds 73,791 shares of FTA stock, worth $5.43 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares

73,791

Previous 133,126 44.57%

Holding current value

$5.43 Million

Previous $10.2 Million 44.38%

% of portfolio

2.5%

Previous 4.93%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$74.42 - $80.34 $4.42 Million - $4.77 Million	-59,335 Reduced 44.57%	73,791 $5.66 Million
Q4 2024 Feb 06, 2025	SELL	$75.21 - $83.49 $3.9 Million - $4.33 Million	-51,916 Reduced 28.06%	133,126 $10.2 Million
Q3 2024 Oct 18, 2024	SELL	$72.76 - $79.13 $188,884 - $205,421	-2,596 Reduced 1.38%	185,042 $14.6 Million
Q2 2024 Jul 17, 2024	SELL	$72.36 - $76.0 $997,482 - $1.05 Million	-13,785 Reduced 6.84%	187,638 $13.8 Million
Q1 2024 Apr 23, 2024	SELL	$69.01 - $76.38 $2.63 Million - $2.91 Million	-38,151 Reduced 15.92%	201,423 $15.4 Million
Q4 2023 Jan 23, 2024	SELL	$61.6 - $71.44 $1.18 Million - $1.37 Million	-19,223 Reduced 7.43%	239,574 $17 Million
Q3 2023 Oct 27, 2023	BUY	$64.61 - $70.36 $289,711 - $315,494	4,484 Added 1.76%	258,797 $16.8 Million
Q2 2023 Jul 26, 2023	BUY	$62.32 - $67.04 $410,127 - $441,190	6,581 Added 2.66%	254,313 $17 Million
Q1 2023 Apr 19, 2023	BUY	$63.26 - $73.3 $5.8 Million - $6.72 Million	91,611 Added 58.68%	247,732 $16.4 Million
Q4 2022 Jan 19, 2023	BUY	$58.47 - $69.36 $815,948 - $967,918	13,955 Added 9.82%	156,121 $0
Q3 2022 Oct 21, 2022	SELL	$57.68 - $69.23 $1.05 Million - $1.26 Million	-18,189 Reduced 11.34%	142,166 $8.2 Million
Q2 2022 Jul 13, 2022	SELL	$61.01 - $72.65 $334,151 - $397,904	-5,477 Reduced 3.3%	160,355 $9.96 Million
Q1 2022 Apr 28, 2022	BUY	$67.33 - $72.28 $2.61 Million - $2.81 Million	38,815 Added 30.56%	165,832 $11.7 Million
Q4 2021 Jan 28, 2022	BUY	$64.95 - $69.91 $8.25 Million - $8.88 Million	127,017 New	127,017 $8.88 Million

Others Institutions Holding FTA

# of Institutions

221

Shares Held

11.6M

Call Options Held

Put Options Held

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About FIRST TR LARGE CAP VALUE

Ticker FTA
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Midwest Heritage Bank, Fsb First Tr Large Cap Value Transaction History