A detailed history of Spire Wealth Management transactions in First Tr Large Cap Value stock. As of the latest transaction made, Spire Wealth Management holds 4,004 shares of FTA stock, worth $310,069. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,004
Previous 4,004 -0.0%
Holding current value
$310,069
Previous $294,000 7.48%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$72.36 - $76.0 $5,427 - $5,700
-75 Reduced 1.84%
4,004 $294,000
Q1 2024

Apr 24, 2024

SELL
$69.01 - $76.38 $6,486 - $7,179
-94 Reduced 2.25%
4,079 $311,000
Q4 2023

Feb 06, 2024

SELL
$61.6 - $71.44 $64,741 - $75,083
-1,051 Reduced 20.12%
4,173 $295,000
Q3 2023

Nov 08, 2023

SELL
$64.61 - $70.36 $146,470 - $159,506
-2,267 Reduced 30.26%
5,224 $338,000
Q2 2023

Aug 09, 2023

SELL
$62.32 - $67.04 $98,029 - $105,453
-1,573 Reduced 17.35%
7,491 $499,000
Q1 2023

May 09, 2023

BUY
$63.26 - $73.3 $370,703 - $429,538
5,860 Added 182.9%
9,064 $601,000
Q4 2022

Feb 03, 2023

BUY
$58.47 - $69.36 $30,345 - $35,997
519 Added 19.33%
3,204 $211,000
Q3 2022

Nov 07, 2022

SELL
$57.68 - $69.23 $1.36 Million - $1.63 Million
-23,519 Reduced 89.75%
2,685 $155,000
Q2 2022

Jul 22, 2022

SELL
$61.01 - $72.65 $390,952 - $465,541
-6,408 Reduced 19.65%
26,204 $1.63 Million
Q1 2022

Apr 18, 2022

BUY
$67.33 - $72.28 $1.01 Million - $1.08 Million
14,991 Added 85.07%
32,612 $2.3 Million
Q4 2021

Jan 14, 2022

SELL
$64.95 - $69.91 $377,749 - $406,596
-5,816 Reduced 24.82%
17,621 $1.23 Million
Q3 2021

Oct 22, 2021

BUY
$63.75 - $67.86 $818,996 - $871,797
12,847 Added 121.31%
23,437 $1.51 Million
Q2 2021

Jul 26, 2021

BUY
$63.99 - $68.35 $125,292 - $133,829
1,958 Added 22.68%
10,590 $695,000
Q1 2021

May 21, 2021

BUY
$54.05 - $64.23 $466,559 - $554,433
8,632 New
8,632 $549,000

Others Institutions Holding FTA

About FIRST TR LARGE CAP VALUE


  • Ticker FTA
  • Sector ETFs
  • Industry ETFs
More about FTA
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