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

Pinnacle Family Advisors, LLC

  • $181 Million
  • Q2 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 6,983 shares of FTA stock, worth $581,893. This represents 0.3% of its overall portfolio holdings.

Number of Shares
6,983
Previous 6,927 0.81%
Holding current value
$581,893
Previous $531,000 3.39%
% of portfolio
0.3%
Previous 0.33%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$67.12 - $78.63 $3,758 - $4,403
56 Added 0.81%
6,983 $549,000
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
225
Shares Held
10.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP VALUE

FTA Quotes by TradingView
  • Ticker FTA
  • Sector ETFs
  • Industry ETFs
More about FTA
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