Steward Partners Investment Advisory, LLC First Tr Large Cap Value Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 14,957 shares of FTA stock, worth $1.16 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,957
Previous 14,784 1.17%
Holding current value
$1.16 Million
Previous $1.09 Million 8.73%
% of portfolio
0.01%
Previous 0.01%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$72.76 - $79.13 $12,587 - $13,689
173 Added 1.17%
14,957 $1.18 Million
Q2 2024

Aug 08, 2024
SELL
$72.36 - $76.0 $251,957 - $264,632
-3,482 Reduced 19.06%
14,784 $1.09 Million
Q1 2024

May 15, 2024
SELL
$69.01 - $76.38 $853,377 - $944,515
-12,366 Reduced 40.37%
18,266 $1.4 Million
Q4 2023

Feb 12, 2024
BUY
$61.6 - $71.44 $78,232 - $90,728
1,270 Added 4.33%
30,632 $2.17 Million
Q3 2023

Nov 13, 2023
BUY
$64.61 - $70.36 $132,385 - $144,167
2,049 Added 7.5%
29,362 $1.9 Million
Q2 2023

Aug 14, 2023
BUY
$62.32 - $67.04 $48,298 - $51,956
775 Added 2.92%
27,313 $1.82 Million
Q1 2023

May 15, 2023
BUY
$63.26 - $73.3 $76,038 - $88,106
1,202 Added 4.74%
26,538 $1.76 Million
Q4 2022

Feb 15, 2023
SELL
$58.47 - $69.36 $4,385 - $5,202
-75 Reduced 0.3%
25,336 $1.67 Million
Q3 2022

Nov 10, 2022
BUY
$57.68 - $69.23 $191,036 - $229,289
3,312 Added 14.99%
25,411 $1.47 Million
Q2 2022

Aug 04, 2022
BUY
$61.01 - $72.65 $10,188 - $12,132
167 Added 0.76%
22,099 $1.37 Million
Q1 2022

May 02, 2022
BUY
$67.33 - $72.28 $1.27 Million - $1.37 Million
18,890 Added 620.97%
21,932 $1.55 Million
Q4 2021

Feb 08, 2022
BUY
$64.95 - $69.91 $8,118 - $8,738
125 Added 4.29%
3,042 $213,000
Q3 2021

Nov 12, 2021
BUY
$63.75 - $67.86 $15,618 - $16,625
245 Added 9.17%
2,917 $188,000
Q2 2021

Aug 13, 2021
BUY
$63.99 - $68.35 $14,653 - $15,652
229 Added 9.37%
2,672 $175,000
Q1 2021

May 14, 2021
BUY
$54.05 - $64.23 $12,269 - $14,580
227 Added 10.24%
2,443 $155,000
Q4 2020

Feb 11, 2021
BUY
$46.41 - $55.46 $79,407 - $94,892
1,711 Added 338.81%
2,216 $122,000
Q3 2020

Oct 30, 2020
BUY
$43.38 - $49.25 $8,892 - $10,096
205 Added 68.33%
505 $24,000
Q1 2020

Apr 29, 2020
SELL
$31.41 - $57.08 $12,564 - $22,832
-400 Reduced 57.14%
300 $11,000
Q3 2019

Oct 30, 2019
SELL
$47.83 - $53.48 $5,978 - $6,685
-125 Reduced 15.15%
700 $36,000
Q2 2019

Jul 25, 2019
BUY
$48.25 - $53.8 $39,806 - $44,385
825 New
825 $43,000
Q4 2018

Jan 15, 2019
SELL
$43.92 - $54.36 $46,950 - $58,110
-1,069 Closed
0 $0
Q3 2018

Oct 23, 2018
BUY
$52.28 - $55.43 $6,535 - $6,928
125 Added 13.24%
1,069 $58,000
Q2 2018

Jul 20, 2018
SELL
$51.57 - $53.83 $7,890 - $8,235
-153 Reduced 13.95%
944 $49,000
Q3 2017

Nov 22, 2017
BUY
$50.91 - $51.11 $53,608 - $53,818
1,053 Added 2393.18%
1,097 $56,000
Q1 2017

Nov 22, 2017
BUY
N/A
44
44 $2,000

Others Institutions Holding FTA

# of Institutions
211
Shares Held
11.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP VALUE

FTA Quotes by TradingView
  • Ticker FTA
  • Sector ETFs
  • Industry ETFs
More about FTA
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