Retirement Planning Group First Tr Large Cap Value Transaction History

Retirement Planning Group

$2.04 Billion
Q3 2025

A detailed history of Retirement Planning Group transactions in First Tr Large Cap Value stock. As of the latest transaction made, Retirement Planning Group holds 3,466 shares of FTA stock, worth $286,222. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,466

Holding current value

$286,222

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 27, 2025	BUY	$78.13 - $83.78 $270,798 - $290,381	3,466 New	3,466 $288,000

Others Institutions Holding FTA

# of Institutions

230

Shares Held

10.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.07M
Shares

$171 Million
0.01% of portfolio
Ubs Group Ag

974K
Shares

$80.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

872K
Shares

$72 Million
0.02% of portfolio
Envestnet Asset Management Inc

415K
Shares

$34.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

343K
Shares

$28.3 Million
0.0% of portfolio

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About FIRST TR LARGE CAP VALUE

Ticker FTA
Sector ETFs
Industry ETFs

More about FTA

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Retirement Planning Group First Tr Large Cap Value Transaction History