Spire Wealth Management First Tr Large Cap Value Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

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 $311,070. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,004

Previous 4,004 -0.0%

Holding current value

$311,070

Previous $294,000 7.48%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

209

Shares Held

11.5M

Call Options Held

Put Options Held

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About FIRST TR LARGE CAP VALUE

Ticker FTA
Sector ETFs
Industry ETFs

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Spire Wealth Management First Tr Large Cap Value Transaction History