Stifel Financial Corp First Tr Large Cap Value Transaction History

Stifel Financial Corp

$91.8 Billion
Q1 2025

A detailed history of Stifel Financial Corp transactions in First Tr Large Cap Value stock. As of the latest transaction made, Stifel Financial Corp holds 53,430 shares of FTA stock, worth $4.25 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

53,430

Previous 57,625 7.28%

Holding current value

$4.25 Million

Previous $4.41 Million 6.97%

% of portfolio

0.0%

Previous 0.0%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$74.42 - $80.34 $312,191 - $337,026	-4,195 Reduced 7.28%	53,430 $4.1 Million
Q4 2024 Feb 13, 2025	BUY	$75.21 - $83.49 $148,389 - $164,725	1,973 Added 3.55%	57,625 $4.41 Million
Q3 2024 Nov 14, 2024	SELL	$72.76 - $79.13 $326,546 - $355,135	-4,488 Reduced 7.46%	55,652 $4.4 Million
Q2 2024 Aug 13, 2024	BUY	$72.36 - $76.0 $59,624 - $62,624	824 Added 1.39%	60,140 $4.43 Million
Q1 2024 May 13, 2024	BUY	$69.01 - $76.38 $784,919 - $868,746	11,374 Added 23.72%	59,316 $4.53 Million
Q4 2023 Feb 12, 2024	SELL	$61.6 - $71.44 $162,069 - $187,958	-2,631 Reduced 5.2%	47,942 $3.4 Million
Q3 2023 Nov 13, 2023	SELL	$64.61 - $70.36 $848,458 - $923,967	-13,132 Reduced 20.61%	50,573 $3.28 Million
Q2 2023 Aug 14, 2023	SELL	$62.32 - $67.04 $344,691 - $370,798	-5,531 Reduced 7.99%	63,705 $4.25 Million
Q1 2023 May 12, 2023	BUY	$63.26 - $73.3 $22,330 - $25,874	353 Added 0.51%	69,236 $4.6 Million
Q4 2022 Feb 13, 2023	BUY	$58.47 - $69.36 $437,940 - $519,506	7,490 Added 12.2%	68,883 $4.53 Million
Q3 2022 Nov 14, 2022	SELL	$57.68 - $69.23 $188,555 - $226,312	-3,269 Reduced 5.06%	61,393 $3.54 Million
Q2 2022 Aug 15, 2022	SELL	$61.01 - $72.65 $619,007 - $737,106	-10,146 Reduced 13.56%	64,662 $4.02 Million
Q1 2022 May 13, 2022	BUY	$67.33 - $72.28 $649,061 - $696,779	9,640 Added 14.79%	74,808 $5.28 Million
Q4 2021 Feb 14, 2022	SELL	$64.95 - $69.91 $75,406 - $81,165	-1,161 Reduced 1.75%	65,168 $4.55 Million
Q3 2021 Nov 15, 2021	SELL	$63.75 - $67.86 $1.27 Million - $1.35 Million	-19,850 Reduced 23.03%	66,329 $4.27 Million
Q2 2021 Aug 13, 2021	BUY	$63.99 - $68.35 $1.33 Million - $1.42 Million	20,728 Added 31.67%	86,179 $5.66 Million
Q1 2021 May 14, 2021	BUY	$54.05 - $64.23 $855,341 - $1.02 Million	15,825 Added 31.89%	65,451 $4.17 Million
Q4 2020 Feb 12, 2021	BUY	$46.41 - $55.46 $276,139 - $329,987	5,950 Added 13.62%	49,626 $2.73 Million
Q3 2020 Nov 16, 2020	BUY	$43.38 - $49.25 $529,366 - $600,997	12,203 Added 38.77%	43,676 $2.04 Million
Q2 2020 Aug 14, 2020	SELL	$34.68 - $53.54 $228,333 - $352,507	-6,584 Reduced 17.3%	31,473 $1.43 Million
Q1 2020 May 14, 2020	BUY	$31.41 - $57.08 $2,795 - $5,080	89 Added 0.23%	38,057 $1.4 Million
Q4 2019 Feb 13, 2020	SELL	$48.87 - $56.67 $22,333 - $25,898	-457 Reduced 1.19%	37,968 $2.15 Million
Q3 2019 Nov 13, 2019	BUY	$47.83 - $53.48 $42,807 - $47,864	895 Added 2.38%	38,425 $1.98 Million
Q2 2019 Aug 14, 2019	SELL	$48.25 - $53.8 $780,636 - $870,430	-16,179 Reduced 30.12%	37,530 $1.96 Million
Q1 2019 May 14, 2019	BUY	$45.74 - $52.6 $821,261 - $944,433	17,955 Added 50.22%	53,709 $2.77 Million
Q4 2018 Feb 13, 2019	SELL	$43.92 - $54.36 $218,194 - $270,060	-4,968 Reduced 12.2%	35,754 $1.64 Million
Q3 2018 Nov 13, 2018	BUY	$52.28 - $55.43 $162,224 - $171,999	3,103 Added 8.25%	40,722 $2.21 Million
Q2 2018 Aug 14, 2018	BUY	$51.57 - $53.83 $218,244 - $227,808	4,232 Added 12.68%	37,619 $1.97 Million
Q1 2018 May 11, 2018	BUY	$51.51 - $57.69 $475,900 - $532,997	9,239 Added 38.26%	33,387 $1.76 Million
Q4 2017 Feb 14, 2018	BUY	$51.31 - $54.99 $63,880 - $68,462	1,245 Added 5.44%	24,148 $1.32 Million
Q3 2017 Nov 13, 2017	BUY	$50.91 - $51.11 $1.17 Million - $1.17 Million	22,903	22,903 $0

Others Institutions Holding FTA

# of Institutions

222

Shares Held

10.7M

Call Options Held

Put Options Held

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About FIRST TR LARGE CAP VALUE

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Stifel Financial Corp First Tr Large Cap Value Transaction History