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

Secure Asset Management, LLC

$632 Million
Q4 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 56,961 shares of FTA stock, worth $4.53 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

56,961

Previous 54,956 3.65%

Holding current value

$4.53 Million

Previous $4.35 Million 0.16%

% of portfolio

0.69%

Previous 0.77%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$75.21 - $83.49 $150,796 - $167,397	2,005 Added 3.65%	56,961 $4.36 Million
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

10.7M

Call Options Held

Put Options Held

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About FIRST TR LARGE CAP VALUE

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