Valmark Advisers, Inc. First Tr Large Cap Value Transaction History

Valmark Advisers, Inc.

  • $6.34 Billion
  • Q3 2024

A detailed history of Valmark Advisers, Inc. transactions in First Tr Large Cap Value stock. As of the latest transaction made, Valmark Advisers, Inc. holds 4,143 shares of FTA stock, worth $320,833. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,143
Previous 4,143 -0.0%
Holding current value
$320,833
Previous $304,000 7.57%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 02, 2024
SELL
$61.6 - $71.44 $119,627 - $138,736
-1,942 Reduced 31.91%
4,143 $293,000
Q1 2023

May 01, 2023
SELL
$63.26 - $73.3 $87,362 - $101,227
-1,381 Reduced 18.5%
6,085 $404,000
Q4 2019

Jan 31, 2020
SELL
$48.87 - $56.67 $9,774 - $11,334
-200 Reduced 2.61%
7,466 $422,000
Q3 2019

Nov 06, 2019
BUY
$47.83 - $53.48 $9,566 - $10,696
200 Added 2.68%
7,666 $395,000
Q4 2017

Feb 09, 2018
BUY
$51.31 - $54.99 $383,080 - $410,555
7,466
7,466 $408,000

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
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. 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 Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email