Northeast Planning Associates, Inc. / Nh / First Tr Multi Cap Value Alpha Transaction History

Northeast Planning Associates, Inc. / Nh /

$118 Billion
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$68.87 - $81.27 $24,448 - $28,850	355 Added 1.7%	21,217 $1.72 Billion
Q1 2025 May 05, 2025	BUY	$77.33 - $86.01 $1.61 Million - $1.79 Million	20,862 New	20,862 $1.66 Billion

Others Institutions Holding FAB

# of Institutions

Shares Held

708K

Call Options Held

Put Options Held

Morgan Stanley New York, NY

62.5K
Shares

$5.38 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

62.1K
Shares

$5.35 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

49.8K
Shares

$4.29 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

45.5K
Shares

$3.92 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

38.9K
Shares

$3.35 Million
0.01% of portfolio

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