Tyler Stone Wealth Management First Tr Large Cap Value Transaction History

Tyler Stone Wealth Management

  • $523 Million
  • Q1 2025

A detailed history of Tyler Stone Wealth Management transactions in First Tr Large Cap Value stock. As of the latest transaction made, Tyler Stone Wealth Management holds 7,007 shares of FTA stock, worth $553,412. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,007
Previous 7,006 0.01%
Holding current value
$553,412
Previous $535,000 0.37%
% of portfolio
0.1%
Previous 0.1%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$74.42 - $80.34 $74 - $80
1 Added 0.01%
7,007 $537,000
Q4 2024

Feb 11, 2025
BUY
$75.21 - $83.49 $75 - $83
1 Added 0.01%
7,006 $535,000
Q3 2024

Nov 04, 2024
BUY
$72.76 - $79.13 $255,314 - $277,667
3,509 Added 100.37%
7,005 $554,000
Q2 2024

Aug 14, 2024
SELL
$72.36 - $76.0 $40,376 - $42,408
-558 Reduced 13.76%
3,496 $257,000
Q1 2024

May 15, 2024
SELL
$69.01 - $76.38 $59,555 - $65,915
-863 Reduced 17.55%
4,054 $309,000
Q4 2023

Feb 14, 2024
SELL
$61.6 - $71.44 $63,448 - $73,583
-1,030 Reduced 17.32%
4,917 $348,000
Q3 2023

Nov 14, 2023
BUY
$64.61 - $70.36 $452 - $492
7 Added 0.12%
5,947 $385,000
Q2 2023

Aug 14, 2023
BUY
$62.32 - $67.04 $560 - $603
9 Added 0.15%
5,940 $396,000
Q4 2022

Feb 14, 2023
BUY
$58.47 - $69.36 $467 - $554
8 Added 0.14%
5,931 $390,000
Q3 2022

Nov 14, 2022
BUY
$57.68 - $69.23 $346 - $415
6 Added 0.1%
5,923 $342,000
Q2 2022

Aug 11, 2022
SELL
$61.01 - $72.65 $17,997 - $21,431
-295 Reduced 4.75%
5,917 $367,000
Q1 2022

May 12, 2022
BUY
$67.33 - $72.28 $269 - $289
4 Added 0.06%
6,212 $438,000
Q4 2021

Feb 22, 2022
BUY
$64.95 - $69.91 $403,209 - $434,001
6,208 New
6,208 $434,000

Others Institutions Holding FTA

# of Institutions
224
Shares Held
10.8M
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
Track This Portfolio

Track Tyler Stone Wealth Management Portfolio

Follow Tyler Stone Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tyler Stone Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Tyler Stone Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email