Pinnacle Family Advisors, LLC First Tr Large Cap Value Transaction History

Pinnacle Family Advisors, LLC

$162 Million
Q1 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 6,927 shares of FTA stock, worth $509,273. This represents 0.33% of its overall portfolio holdings.

Number of Shares

6,927

Previous 9,404 26.34%

Holding current value

$509,273

Previous $719,000 26.15%

% of portfolio

0.33%

Previous 0.39%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$74.42 - $80.34 $184,338 - $199,002	-2,477 Reduced 26.34%	6,927 $531,000
Q4 2024 Feb 14, 2025	BUY	$75.21 - $83.49 $12,710 - $14,109	169 Added 1.83%	9,404 $719,000
Q3 2024 Nov 14, 2024	SELL	$72.76 - $79.13 $1,091 - $1,186	-15 Reduced 0.16%	9,235 $730,000
Q2 2024 Aug 14, 2024	SELL	$72.36 - $76.0 $47,395 - $49,780	-655 Reduced 6.61%	9,250 $680,000
Q1 2024 May 15, 2024	SELL	$69.01 - $76.38 $4,554 - $5,041	-66 Reduced 0.66%	9,905 $756,000
Q4 2023 Feb 14, 2024	SELL	$61.6 - $71.44 $229,952 - $266,685	-3,733 Reduced 27.24%	9,971 $706,000
Q3 2023 Nov 14, 2023	SELL	$64.61 - $70.36 $2,132 - $2,321	-33 Reduced 0.24%	13,704 $887,000
Q2 2023 Aug 14, 2023	SELL	$62.32 - $67.04 $1.96 Million - $2.1 Million	-31,396 Reduced 69.56%	13,737 $915,000
Q1 2023 May 15, 2023	BUY	$63.26 - $73.3 $1.95 Million - $2.26 Million	30,783 Added 214.52%	45,133 $3 Million
Q4 2022 Feb 10, 2023	SELL	$58.47 - $69.36 $33,854 - $40,159	-579 Reduced 3.88%	14,350 $944,000
Q3 2022 Nov 14, 2022	BUY	$57.68 - $69.23 $7,959 - $9,553	138 Added 0.93%	14,929 $861,000
Q2 2022 Aug 15, 2022	BUY	$61.01 - $72.65 $21,414 - $25,500	351 Added 2.43%	14,791 $919,000
Q1 2022 May 16, 2022	BUY	$67.33 - $72.28 $53,998 - $57,968	802 Added 5.88%	14,440 $1.02 Million
Q4 2021 Feb 14, 2022	BUY	$64.95 - $69.91 $132,368 - $142,476	2,038 Added 17.57%	13,638 $953,000
Q3 2021 Nov 12, 2021	SELL	$63.75 - $67.86 $1,785 - $1,900	-28 Reduced 0.24%	11,600 $747,000
Q2 2021 Aug 16, 2021	BUY	$63.99 - $68.35 $68,981 - $73,681	1,078 Added 10.22%	11,628 $763,000
Q1 2021 May 14, 2021	BUY	$54.05 - $64.23 $66,265 - $78,745	1,226 Added 13.15%	10,550 $672,000
Q4 2020 Feb 16, 2021	BUY	$46.41 - $55.46 $432,726 - $517,109	9,324 New	9,324 $512,000
Q1 2017 Sep 08, 2017	SELL	N/A	-25,889 Closed	0 $0
Q4 2016 Aug 30, 2017	BUY	N/A	25,889	25,889 $1.21 Million

Others Institutions Holding FTA

# of Institutions

218

Shares Held

11.1M

Call Options Held

Put Options Held

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About FIRST TR LARGE CAP VALUE

Ticker FTA
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Pinnacle Family Advisors, LLC First Tr Large Cap Value Transaction History