Northern Oak Wealth Management Inc First Tr Multi Cap Growth Alph Transaction History

Northern Oak Wealth Management Inc

$857 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 11, 2018	SELL	$64.02 - $71.14 $29,449 - $32,724	-460 Closed	0 $0
Q4 2017 Feb 16, 2018	BUY	$62.02 - $65.81 $28,529 - $30,272	460	460 $0

Others Institutions Holding FAD

# of Institutions

70

Shares Held

1.23M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

297K
Shares

$41.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

100K
Shares

$13.9 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

83.1K
Shares

$11.5 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

82.9K
Shares

$11.5 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

64K
Shares

$8.86 Million
0.01% of portfolio

About FIRST TR MULTI CAP GROWTH ALPH

Ticker FAD
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