Retirement Planning CO Of New England, Inc. First Tr Large Cap Value Transaction History

Retirement Planning CO Of New England, Inc.

$197 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$67.33 - $72.28 $10,503 - $11,275	-156 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$64.95 - $69.91 $10,132 - $10,905	156 New	156 $10,000

Others Institutions Holding FTA

# of Institutions

211

Shares Held

11.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.06M
Shares

$160 Million
0.01% of portfolio
Ubs Group Ag

878K
Shares

$68 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

797K
Shares

$61.7 Million
0.03% of portfolio
Envestnet Asset Management Inc

545K
Shares

$42.2 Million
0.01% of portfolio
Kaydan Wealth Management, Inc. Fenton, MI

374K
Shares

$29 Million
8.74% of portfolio

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About FIRST TR LARGE CAP VALUE

Ticker FTA
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