Secure Asset Management, LLC First Tr Large Cap Value Transaction History

Secure Asset Management, LLC

$568 Million
Q3 2024

A detailed history of Secure Asset Management, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Secure Asset Management, LLC holds 54,956 shares of FTA stock, worth $4.18 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

54,956

Previous 53,854 2.05%

Holding current value

$4.18 Million

Previous $3.96 Million 9.71%

% of portfolio

0.77%

Previous 0.78%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$72.76 - $79.13 $80,181 - $87,201	1,102 Added 2.05%	54,956 $4.35 Million
Q2 2024 Jul 24, 2024	SELL	$72.36 - $76.0 $71,057 - $74,632	-982 Reduced 1.79%	53,854 $3.96 Million
Q1 2024 Apr 30, 2024	SELL	$69.01 - $76.38 $104,412 - $115,562	-1,513 Reduced 2.69%	54,836 $4.19 Million
Q4 2023 Jan 22, 2024	SELL	$61.6 - $71.44 $100,038 - $116,018	-1,624 Reduced 2.8%	56,349 $3.99 Million
Q3 2023 Oct 18, 2023	BUY	$64.61 - $70.36 $78,759 - $85,768	1,219 Added 2.15%	57,973 $3.76 Million
Q2 2023 Jul 13, 2023	SELL	$62.32 - $67.04 $330,171 - $355,177	-5,298 Reduced 8.54%	56,754 $3.78 Million
Q1 2023 Apr 13, 2023	SELL	$63.26 - $73.3 $7,717 - $8,942	-122 Reduced 0.2%	62,052 $4.12 Million
Q4 2022 Jan 20, 2023	BUY	$58.47 - $69.36 $3.64 Million - $4.31 Million	62,174 New	62,174 $0

Others Institutions Holding FTA

# of Institutions

211

Shares Held

11.2M

Call Options Held

Put Options Held

View Full List

About FIRST TR LARGE CAP VALUE

Ticker FTA
Sector ETFs
Industry ETFs

More about FTA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Secure Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secure Asset Management, LLC with notifications on news.

Account

Secure Asset Management, LLC First Tr Large Cap Value Transaction History