Walkner Condon Financial Advisors LLC First Tr Large Cap Value Transaction History

Walkner Condon Financial Advisors LLC

  • $480 Million
  • Q4 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 4,489 shares of FTA stock, worth $347,493. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,489
Previous 4,534 0.99%
Holding current value
$347,493
Previous $358,000 4.19%
% of portfolio
0.07%
Previous 0.07%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$75.21 - $83.49 $3,384 - $3,757
-45 Reduced 0.99%
4,489 $343,000
Q3 2024

Oct 31, 2024
BUY
$72.76 - $79.13 $38,053 - $41,384
523 Added 13.04%
4,534 $358,000
Q2 2024

Jul 26, 2024
SELL
$72.36 - $76.0 $651 - $684
-9 Reduced 0.22%
4,011 $295,000
Q1 2024

Apr 22, 2024
SELL
$69.01 - $76.38 $143,816 - $159,175
-2,084 Reduced 34.14%
4,020 $307,000
Q4 2023

Jan 23, 2024
SELL
$61.6 - $71.44 $290,936 - $337,411
-4,723 Reduced 43.62%
6,104 $432,000
Q3 2023

Oct 19, 2023
SELL
$64.61 - $70.36 $17,896 - $19,489
-277 Reduced 2.49%
10,827 $701,000
Q2 2023

Jul 21, 2023
SELL
$62.32 - $67.04 $4,487 - $4,826
-72 Reduced 0.64%
11,104 $740,000
Q1 2023

Apr 20, 2023
SELL
$63.26 - $73.3 $18,345 - $21,257
-290 Reduced 2.53%
11,176 $742,000
Q4 2022

Jan 25, 2023
SELL
$58.47 - $69.36 $22,686 - $26,911
-388 Reduced 3.27%
11,466 $0
Q3 2022

Oct 28, 2022
BUY
$57.68 - $69.23 $4,902 - $5,884
85 Added 0.72%
11,854 $684,000
Q2 2022

Aug 04, 2022
SELL
$61.01 - $72.65 $11,225 - $13,367
-184 Reduced 1.54%
11,769 $731,000
Q1 2022

May 03, 2022
BUY
$67.33 - $72.28 $804,795 - $863,962
11,953 New
11,953 $843 Million
Q4 2021

Feb 11, 2022
SELL
$64.95 - $69.91 $651,058 - $700,777
-10,024 Closed
0 $0
Q3 2021

Nov 04, 2021
SELL
$63.75 - $67.86 $1,402 - $1,492
-22 Reduced 0.22%
10,024 $646,000
Q2 2021

Aug 10, 2021
SELL
$63.99 - $68.35 $62,454 - $66,709
-976 Reduced 8.86%
10,046 $659,000
Q1 2021

Apr 13, 2021
BUY
$54.05 - $64.23 $24,646 - $29,288
456 Added 4.32%
11,022 $702,000
Q4 2020

Jan 12, 2021
BUY
$46.41 - $55.46 $128,045 - $153,014
2,759 Added 35.34%
10,566 $580,000
Q3 2020

Nov 10, 2020
BUY
$43.38 - $49.25 $87,454 - $99,288
2,016 Added 34.81%
7,807 $364,000
Q2 2020

Aug 26, 2020
SELL
$34.68 - $53.54 $201,005 - $310,317
-5,796 Reduced 50.02%
5,791 $263,000
Q1 2020

Aug 26, 2020
BUY
$31.41 - $57.08 $65,584 - $119,183
2,088 Added 21.98%
11,587 $426,000
Q4 2019

Aug 26, 2020
BUY
$48.87 - $56.67 $464,216 - $538,308
9,499 New
9,499 $537,000

Others Institutions Holding FTA

# of Institutions
213
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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