Stonebridge Financial Planning Group, LLC First Tr Multi Cap Value Alpha Transaction History

Stonebridge Financial Planning Group, LLC

$202 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 08, 2021	SELL	$68.18 - $73.11 $6,818 - $7,311	-100 Closed	0 $0
Q1 2021 May 06, 2021	BUY	$57.3 - $70.53 $5,730 - $7,053	100 New	100 $7,000

Others Institutions Holding FAB

# of Institutions

66

Shares Held

864K

Call Options Held

0

Put Options Held

0

Janney Montgomery Scott LLC

118K
Shares

$10.6 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

73.7K
Shares

$6.61 Million
0.01% of portfolio
Morgan Stanley New York, NY

69K
Shares

$6.19 Million
0.0% of portfolio
International Assets Investment Management, LLC Orlando, FL

66.5K
Shares

$5.97 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

49.8K
Shares

$4.47 Million
0.01% of portfolio

About FIRST TR MULTI CAP VALUE ALPHA

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