Resources Investment Advisors, Llc. First Tr Large Cap Value Transaction History

Resources Investment Advisors, Llc.

$8.01 Billion
Q1 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$75.21 - $83.49 $137,784 - $152,953	1,832 Added 21.25%	10,453 $799,000
Q3 2024 Nov 06, 2024	BUY	$72.76 - $79.13 $135,697 - $147,577	1,865 Added 27.61%	8,621 $682,000
Q2 2024 Aug 02, 2024	BUY	$72.36 - $76.0 $156,297 - $164,160	2,160 Added 47.0%	6,756 $497,000
Q1 2024 May 10, 2024	BUY	$69.01 - $76.38 $81,983 - $90,739	1,188 Added 34.86%	4,596 $351,000
Q4 2023 Feb 13, 2024	SELL	$61.6 - $71.44 $281,388 - $326,337	-4,568 Reduced 57.27%	3,408 $241,000
Q3 2023 Nov 14, 2023	SELL	$64.61 - $70.36 $5,233 - $5,699	-81 Reduced 1.01%	7,976 $516,000
Q2 2023 Aug 07, 2023	SELL	$62.32 - $67.04 $11,653 - $12,536	-187 Reduced 2.27%	8,057 $537,000
Q1 2023 May 10, 2023	SELL	$63.26 - $73.3 $15,308 - $17,738	-242 Reduced 2.85%	8,244 $547,000
Q2 2022 Aug 08, 2022	BUY	$61.01 - $72.65 $191,388 - $227,903	3,137 Added 58.65%	8,486 $527,000
Q1 2022 May 05, 2022	BUY	$67.33 - $72.28 $143,143 - $153,667	2,126 Added 65.96%	5,349 $377,000
Q1 2021 May 10, 2021	BUY	$54.05 - $64.23 $174,203 - $207,013	3,223 New	3,223 $205,000

Others Institutions Holding FTA

# of Institutions

218

Shares Held

11M

Call Options Held

0

Put Options Held

0

About FIRST TR LARGE CAP VALUE

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