Arkadios Wealth Advisors First Tr Lge Cap Growth Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in First Tr Lge Cap Growth stock. As of the latest transaction made, Arkadios Wealth Advisors holds 5,208 shares of FTC stock, worth $692,664. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,208

Previous 4,440 17.3%

Holding current value

$692,664

Previous $583,000 22.81%

% of portfolio

0.04%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 15, 2025	BUY	$130.13 - $149.09 $99,939 - $114,501	768 Added 17.3%	5,208 $716,000
Q3 2024 Oct 24, 2024	BUY	$115.51 - $131.45 $512,864 - $583,638	4,440 New	4,440 $583,000
Q4 2023 Jan 24, 2024	SELL	$91.56 - $110.04 $64,092 - $77,028	-700 Reduced 18.35%	3,115 $341,000
Q3 2023 Oct 13, 2023	SELL	$95.63 - $104.25 $5,737 - $6,255	-60 Reduced 1.55%	3,815 $369,000
Q2 2023 Jul 26, 2023	BUY	$90.91 - $101.29 $81,364 - $90,654	895 Added 30.03%	3,875 $392,000
Q1 2023 May 02, 2023	BUY	$88.58 - $96.32 $31,711 - $34,482	358 Added 13.65%	2,980 $277,000
Q4 2022 Jan 11, 2023	BUY	$85.68 - $98.48 $257 - $295	3 Added 0.11%	2,622 $0
Q3 2022 Oct 21, 2022	BUY	$85.55 - $100.9 $224,055 - $264,257	2,619 New	2,619 $224,000
Q2 2022 Jul 14, 2022	SELL	$85.37 - $107.56 $172,105 - $216,840	-2,016 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$97.1 - $118.68 $9,807 - $11,986	101 Added 5.27%	2,016 $215,000
Q4 2021 Feb 03, 2022	BUY	$109.29 - $124.15 $21,858 - $24,830	200 Added 11.66%	1,915 $230,000
Q3 2021 Oct 19, 2021	SELL	$107.61 - $119.12 $847,536 - $938,189	-7,876 Reduced 82.12%	1,715 $190,000
Q2 2021 Jul 28, 2021	BUY	$96.28 - $110.18 $51,028 - $58,395	530 Added 5.85%	9,591 $1.05 Million
Q1 2021 Apr 26, 2021	BUY	$91.91 - $106.03 $247,697 - $285,750	2,695 Added 42.33%	9,061 $884,000
Q4 2020 Feb 09, 2021	BUY	$82.44 - $98.61 $524,813 - $627,751	6,366 New	6,366 $615,000

Others Institutions Holding FTC

# of Institutions

208

Shares Held

5.78M

Call Options Held

Put Options Held

View Full List

About FIRST TR LGE CAP GROWTH

Ticker FTC
Sector ETFs
Industry ETFs

More about FTC

Track This Portfolio

Portfolio Update

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

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors First Tr Lge Cap Growth Transaction History