Patriot Financial Group Insurance Agency, LLC First Tr Large Cap Value Call Options Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FTA

# of Institutions

226

Shares Held

11.8M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.18M
Shares

$168 Million
0.01% of portfolio
Ubs Group Ag

1.01M
Shares

$77.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

849K
Shares

$65.4 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

452K
Shares

$34.8 Million
0.01% of portfolio
Envestnet Asset Management Inc

417K
Shares

$32.1 Million
0.01% of portfolio

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About FIRST TR LARGE CAP VALUE

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